Ukrainian President Zelensky says Ukraine struck Bashneft-Novoil and Slavneft-Yanos refineries, two Russian patrol boats and shadow fleet vessels in long-range attacks aimed at curbing Moscow’s oil revenues

Ukrainian President Zelensky says Ukraine struck Bashneft-Novoil and Slavneft-Yanos refineries, two Russian patrol boats and shadow fleet vessels in long-range attacks aimed at curbing Moscow’s oil revenues.

Long-range drone strikes on Russian refining and logistics assets have recurred through this conflict and follow a fairly established sequence: an initial tick higher in crude and products, then a fade once the actual loss of throughput is assessed against spare Russian capacity and export rerouting. The channel that has historically mattered is refined product supply, not crude: hits on refineries have at times pushed Russia to export more crude and less diesel and gasoline, which can be mildly crude-bearish even as product cracks firm. The 'shadow fleet' component is the newer element; targeting tankers raises freight, insurance and sanction-enforcement questions, and any confirmed damage to tonnage would tighten the effective dark-fleet pool that underpins Russian export volumes. Patrol boats are militarily symbolic but economically incidental. What separates episodes that sustain a bid from those that fade is follow-through: repeated strikes on the same asset class, confirmed capacity offline, and any retaliatory escalation against energy infrastructure elsewhere. Absent confirmation of lasting damage, single-strike headlines of this kind have tended to unwind within the session.