On March 21st alone, Ukraine launched nearly 300 drones. The hit on Saratov didn't just cause a fire; it reportedly knocked out a secondary refining unit and a 10,000-ton diesel reservoir. When you hit the "secondary" units, you aren't just burning fuel—you’re breaking the machines that make it 2/

The Baltic Sea disruption is the real story for global markets. Ust-Luga and Primorsk are russia's primary windows to the world. Reports from yesterday show loading operations halted. Smoke from the fires is visible from 🇫🇮 If these hubs stay offline, Russia’s seaborne crude flow hits a wall 3/

The numbers: 🇷🇺 fossil fuel export revenues already hit post-invasion lows in early 2026 (~€464M/day in Jan). Now, analysts are seeing seaborne volumes drop as much as 83% for sanctioned giants like Rosneft and Lukoil compared to last year. The "shadow fleet" is struggling to fill a gap this large 4/

It’s not just about export cash. By hitting refineries, Ukraine is forcing a "feedstock famine" inside 🇷🇺. Local prices are volatile, and the Kremlin is reportedly facing a choice: keep the tanks at the front moving, or keep the tractors in the fields running. You can’t do both with a broken grid. 5/