# Ukrainian drones have knocked out nearly a third of Russia's refining, Reuters reports: nine of 35 plants hit

> Ukrainian drone strikes reportedly disrupted nine of Russia’s 35 major refineries over the past week, with affected facilities representing roughly 30% of national nameplate refining capacity. The reported capacity total is about 2.2 million barrels per day, though the article notes that disrupted nameplate capacity does not equal lost output and estimates actual processing losses could be lower.

- Date: 2026-11-10 · published 2026-11-11T03:10:35.097Z
- Category: geopolitics · region Russia · magnitude medium
- Page: https://feedsoft.ai/events/92813-ukrainian-drones-have-knocked-out-nearly-a-third-of-russia-s-refining-reuters
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md), [Crude Oil (Brent)](https://feedsoft.ai/c/BRENT.md)

## Why it matters

Refinery disruptions can reduce Russian diesel production and export availability, tightening fuel supply and supporting diesel prices. Potentially higher fuel costs can also lift agricultural production and transport expenses.

## Read by commodity

- WTI: bullish ▲
- BRENT: bullish ▲
- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2026-03-05 | [Asia refining margins rocket to highest in nearly 4 years on Hormuz supply disruption \| Reuters](https://feedsoft.ai/events/5535-asia-refining-margins-rocket-to-highest-in-nearly-4-years-on-hormuz-supply.md) | +12.0% | +22.1% |
| DIESEL | 2026-07-14 | [Russia, Strait of Hormuz combining to drive diesel higher after declines - FreightWaves](https://feedsoft.ai/events/12185-russia-strait-of-hormuz-combining-to-drive-diesel-higher-after-declines.md) | +7.1% | +9.3% |
| DIESEL | 2022-03-17 | [Oil surges 8% amid warnings of Russian supply shortages \| Reuters](https://feedsoft.ai/events/8482-oil-surges-8-amid-warnings-of-russian-supply-shortages-reuters.md) | +32.3% | +20.2% |
| DIESEL | 2025-10-28 | [Global refining margins soar as sanctions threaten Russian supplies \| Reuters](https://feedsoft.ai/events/22593-global-refining-margins-soar-as-sanctions-threaten-russian-supplies-reuters.md) | -1.4% | -1.1% |
| DIESEL | 2025-09-24 | [Diesel Traders Bet on Price Spike as Russia Refineries Hit - TT](https://feedsoft.ai/events/23065-diesel-traders-bet-on-price-spike-as-russia-refineries-hit-tt.md) | -0.1% | -5.3% |
| WTI | 2022-02-22 | [Oil settles near 2014 high on Russia-Ukraine escalation \| Reuters](https://feedsoft.ai/events/42857-oil-settles-near-2014-high-on-russia-ukraine-escalation-reuters.md) | +5.3% | +23.0% |
| WTI | 2025-11-14 | [Oil settles up more than 2% as Russian port suspends oil exports after Ukrainian attack \| Reuters](https://feedsoft.ai/events/22138-oil-settles-up-more-than-2-as-russian-port-suspends-oil-exports-after-ukrainian.md) | +0.8% | -2.9% |
| WTI | 2025-08-21 | [Oil rises 1% on stalled Russia-Ukraine peace talks, strong US demand \| Reuters](https://feedsoft.ai/events/23491-oil-rises-1-on-stalled-russia-ukraine-peace-talks-strong-us-demand-reuters.md) | +0.8% | -0.1% |

## Sources

- thecompanychronicle.com: https://thecompanychronicle.com/story/russia-refining-30-percent-ukraine-drone-strikes-kirishi-diesel-war-room-november-10-2026

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.