Morning Edition · Friday, September 25, 2026UpdatedPublished at 7:42 AM EDT · New York
Ukrainian forces struck oil refineries in both Novoshakhtinsk and Perm overnight, plus a defence plant in Ulyanovsk, killing two people and forcing the Novoshakhtinsk plant to halt operations.

Updated at 7:42 AM EDT
The strike was wider than reported this morning: a second refinery in Perm and a defence plant in Ulyanovsk were also hit, and a second death was reported, in Perm.
Russian officials said about 50 drones were engaged over Rostov region overnight, with interceptions reported at Kamensk-Shakhtinsky, Novoshakhtinsk and across several districts. The Novoshakhtinsk oil products plant, the only refinery in Rostov region, was damaged in the attack and has suspended operations, Rostov Governor Yuri Slyusar said. No casualties were reported at the plant itself.
The night's drone campaign reached well beyond Rostov region. Ukrainian President Volodymyr Zelenskyy said Ukrainian forces also struck the Lukoil-Permnefteorgsintez oil refinery in Perm, more than 1,500 kilometres from the front line, along with the Iskra defence plant in Ulyanovsk and two radar stations in Rostov region. "We are responding to Russia's brutal strikes against life," Zelenskyy said of the strikes, which followed talks at United Nations headquarters on a possible bilateral ceasefire limited to energy targets. The Moscow Times reported that a man was killed in the Perm strike, in addition to the civilian killed when a drone struck a truck in Belgorod region. Authorities in Ulyanovsk reported at least eight people injured, and four more were injured in Voronezh, where the regional administration reported damage to residential and non-residential buildings. Airports at Perm and Cheboksary restricted and then resumed flights.
The refineries are the economically significant targets. Ukraine has spent months striking Russian refining and fuel logistics rather than upstream production, which is the part of the chain that supplies domestic diesel and petrol and cannot be quickly replaced with imported equipment under sanctions. The Perm plant processes roughly 13 million tonnes of crude a year, well above the Novoshakhtinsk plant's 5.6 million tonnes, making this one of the larger refining outages of the campaign so far. Each outage tightens the internal fuel market and pushes crude toward export at discounted prices.
The strikes also keep Russian civil aviation and freight operating under repeated interruption, and reaching Perm, more than 1,500 kilometres inside Russian territory, shows the range of the campaign extending well past the border regions where it began.
Part of a tracked trend
Ukraine's Deep Strikes on Russian Energy and Logistics
Ukraine sustains a campaign against Russian refineries and supply lines over the next 3-6 months, pressuring Moscow's oil revenue while Russia retaliates against Ukraine's grid.
Kyiv gains evidence its deep-strike campaign is degrading Russian refining, while Russian regional officials gain a civilian-casualty framing for the same night's events.
Independent reporting confirms the Novoshakhtinsk plant suspended operations, but drone counts, casualty figures and damage assessments come from Russian authorities alone, and attribution to Ukraine is inferred rather than claimed.
An open-source-intelligence read of how likely this story is true with its real nuance, not a judgment of any outlet. It assesses the claim, weighing independent and adversarial reporting. How we label confidence.
What this means
Every refinery outage inside Russia shifts the country's product balance, raising domestic fuel prices and forcing more unrefined crude into export markets where it sells at a discount to Brent. The Russian budget loses the refining margin, Russian consumers and hauliers pay more, and buyers of discounted Russian crude in Asia gain. Repeated airport suspensions add insurance and scheduling costs across Russian logistics. If the campaign keeps taking plants offline faster than they are repaired, diesel rationing inside Russia becomes the visible symptom.
Synthesized from: RIA Novosti (Rostov air defence) · RIA Novosti (refinery damage) · Kommersant · Interfax
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Comments
1Sep 25, 5:16 AM · edited
Striking refining rather than upstream output imposes domestic Russian fuel costs without removing crude from international markets, avoiding the oil price feedback that would raise costs for Ukraine's supporters.