News & Macrohigh confidence
Russia and Ukraine continue strikes on energy infrastructure, impacting global fuel markets
RFE/RL staff · September 15, 2026 · Week 2026-38
Summary
Russia and Ukraine continue to exchange strikes on energy infrastructure, including an oil refinery in Russia's Samara region. The ongoing attacks contradict claims of a truce and signal a persistent risk to global refined product supplies, which directly impacts market prices and trade flows for MENA exporters.
Strategic Implication
Continued attacks on Russian refining capacity tighten global fuel markets, potentially boosting export margins for GCC producers of diesel and other refined products.