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2026-07-15 18:02:12
[Russian Refinery Attacked, Production Halted, Crude Oil Processing Capacity Significantly Damaged, Adding Further Uncertainty to Energy Supply Chain] ⑴ The Salavat petrochemical plant in Russia's Ural region suspended operations on Tuesday after a Ukrainian drone attack. The local governor confirmed the attack but stated that normal production is expected to resume within days. ⑵ Two industry sources revealed that both of the plant's main refining units were damaged and shut down, including the CDU-6 crude oil distillation unit with a daily processing capacity of approximately 17,140 tons and the CDU-4 unit with a daily processing capacity of approximately 11,430 tons. ⑶ In addition, some secondary processing units and other equipment were also damaged to varying degrees. Repair work may take weeks or even months, and the actual resumption of production may be longer than officially expected. ⑷ The Salavat petrochemical plant is one of Russia's largest petrochemical enterprises. Its prolonged shutdown will directly affect domestic refined oil supply and may reduce export share, tightening the regional energy balance. ⑸ This attack exacerbated geopolitical risk premiums, providing additional support to international oil prices after the news broke, and reigniting market concerns about the vulnerability of Russia's energy infrastructure. (6) Going forward, attention should be paid to whether other Russian refineries face similar threats, and whether Ukraine's drone strike strategy will be further escalated, which will determine the duration and scope of the energy supply disruption.
