“Shutdowns at several large refineries in central Russia following Ukrainian drone attacks have cut gasoline output by roughly 25% year-on-year as of late June,” the report said.
The Russian government is considering measures to stabilize the market, including restricting fuel exports, increasing imports, and raising subsidies for refineries.
“This month, Moscow
“Russia is also planning seaborne gasoline imports, underscoring the severity of the disruption.”
One possible source is Kazakhstan's Kondensat refinery, which processes gas condensate from Russia's TANECO refinery and holds export quotas for fuel. Kondensat exported 15,207 tons of AI-92 and AI-95 gasoline to Georgia in May 2026. However, on June 12 TANECO, owned by Russia's Tatneft, halted crude processing after a Ukrainian drone strike, potentially limiting feedstock for Kondensat.
Kazakhstan is a relatively small fuel producer compared with Russia, and any shipments are unlikely to be significant, Reuters said. Sources told Reuters there is currently a gasoline surplus in Kazakhstan, but scheduled maintenance at the Atyrau refinery from June 26 to July 20 will reduce available stocks.
A Kazakh source said gasoline deliveries to Russia could be
possible in exchange for Russian jet fuel. Industry sources warned Kazakhstan
may face a jet fuel shortage in July because of rising demand, maintenance at
Atyrau, and reduced imports from Russia.