俄罗斯因乌克兰袭击导致炼油能力受损而禁止航空燃油出口
Russia Bans Jet Fuel Exports As Ukrainian Attacks Cripple Refining

原始链接: https://www.zerohedge.com/markets/russia-bans-jet-fuel-exports-ukrainian-attacks-cripple-refining

俄罗斯已实施航空煤油出口禁令,有效期至2026年11月30日,旨在稳定国内供应。此举继汽油限制措施之后,直接应对乌克兰持续对俄炼油基础设施发动的无人机袭击,这些袭击已迫使俄罗斯原油加工率降至16年来的最低水平。 乌克兰通过针对炼油厂和出口终端,意在削弱俄罗斯的石油收入,并将战争的经济影响直接引入俄罗斯境内。尽管出口禁令凸显了俄罗斯能源行业的脆弱性,但分析人士预计全球市场不会受到重大干扰;俄罗斯在国际航空燃料供应中所占比例不到2%,日均出口量约为3万桶。该禁令不包括政府间协议涵盖的供应。

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原文

Russia is banning exports of jet fuel through November 30, 2026, as it seeks to ensure domestic supply amid intensifying Ukrainian drone attacks on the Russian refining infrastructure, OilPrice.com reported.

Russia on Monday announced it is temporarily banning jet fuel exports until the end of November to keep sufficient domestic aviation fuel supplies. Supplies under intergovernmental agreements are exempted from the ban, the Russian government said today.

The decision comes after drone strikes on refineries pushed Russia’s crude-processing rate to the lowest in more than 16 years. In an effort to curb the flow of petrodollars into the Kremlin’s coffers, Ukraine has targeted a wide range of energy assets including sea ports and pipelines. 

The ban is not expected to be felt on the tight international jet fuel market as Russia is a small exporter of aviation fuels.  Last year, it exported an average of 30,000 barrels a day, or less than 2% of the global supplies, according to data compiled by Bloomberg from analytics firm Vortexa Ltd. Daily average exports slipped to 28,000 barrels in the first four months of 2026, with Turkey being the main buyer, the data show. 

But the ban on kerosene exports follows a ban on gasoline exports, in force since April 1, as Russia has seen its refining capacity and capability crippled in recent weeks by intensifying drone attacks from Ukraine.

Kyiv has targeted several major refiners and oil export terminals since the war in Iran began, aiming to cripple Russia's ability to take advantage of the soaring international oil and fuel prices.

Last month, Ukraine targeted the 300,000-barrels per day Yaroslavl oil refinery in Russia, escalating the drone attacks on Russian refining and oil exporting assets, Ukrainian President Volodymyr Zelenskyy said.

“We are bringing the war back home – to Russia – and that’s only fair,” Zelenskyy said in May.

The attack on the Yaroslavl oil refinery, co-owned by Gazprom Neft, was the fourth on the facility in one month, as Ukraine looks to diminish Russia’s refining and export capabilities amid soaring international oil and fuel prices.

Since international crude oil prices surged following the war in the Middle East, Russia has boosted its oil revenues as not only prices have jumped, but Russian oil was made desirable in India again, thanks to U.S. waivers for sales of Russia’s crude already loaded on tankers.

Ukraine is intensifying attacks on Russian refineries and oil export ports as Kyiv looks to limit Russia’s oil exports and revenues.

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