サウジのラス・タヌーラが3月以来初めてタンカー積み込みを再開、ブレントは戦時高値から37%下落
Russian crude
tracked under Energy ▸ Oil
January's automatic mechanism keeps the cap 15% under a trailing Urals average; with the grade already below $40 at points, the cap now chases the market down rather than setting it
Drone strikes on refineries trigger the worst fuel shortage on the Black Sea peninsula since 2014; the Kremlin and independent press describe it in opposite terms
Novak floats halting diesel exports and importing gasoline after strikes knock out 40% of Moscow's fuel supply; product exports down ~15%
With Urals near $40 the deficit forecast balloons toward ~3% of GDP or worse; one estimate sees a $25–30bn revenue shortfall, the lowest monthly oil tax take since 2022