As a result of Ukrainian drone attacks on Russia's oil terminals and the detention of 'shadow fleet' tankers in Europe, about 40% of Russia's oil export capacity has been temporarily incapacitated, calculated Reuters.
About 40% of Russia's oil export capacity, amounting to 2 million barrels per day, has been temporarily incapacitated due to Ukrainian attacks and the detention of tankers from Russia's 'shadow fleet'. This was reported on Wednesday, March 25, by Reuters, citing its own calculations based on market data.
According to its estimates, this is the most significant disruption to oil supplies in modern Russia's history. It occurred at a time when oil prices exceeded $100 per barrel due to the war between the U.S. and Israel against Iran.
Reuters notes that following Ukrainian drone attacks in March 2026 on export ports in the Baltic Sea (in Primorsk and Ust-Luga), oil shipments were interrupted. In Novorossiysk, Russia's export port on the Black Sea, shipments are also below the planned level.
The damage to the Druzhba pipeline, which had its transit interrupted at the end of January due to damage caused by Russian strikes on Ukraine, is also affecting exports, the agency writes. According to oil traders who spoke to Reuters, increased detentions of Russian tankers from the 'shadow fleet' by European countries have also disrupted oil supplies of 300,000 barrels from Murmansk.
According to the agency's estimates, Russia continues to supply oil to China (about 1.9 million barrels per day) and Belarus (300,000 barrels), as well as exporting oil from the Sakhalin-1 and Sakhalin-2 projects (250,000 barrels per day).
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