Ukrainian Drones Strike Russia's Kstovo Refinery, Fires Reported
🛢️ NIZHNY NOVGOROD — Russia just lost refinery capacity it can't easily replace — at the worst moment for global supply. 📌 LOOK CLOSER: NORSI processes 17M tonnes/year — one of Russia's largest. A hit here tightens Russian domestic fuel and cuts Moscow's export flexibility. With Brent at $117, OPEC+ frozen, and Epic Fury days away, any supply-side shock compounds. Russia's ability to bankroll Iranian support also narrows if fuel revenues drop.
