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Trader who predicted oil price surge reveals why Ukraine's 17% refinery hit spells profits

Reading time: 2 min • Sep 14, 2025, 04:14 PM (UTC)

Key Points

  • Ukraine's drone strikes have disrupted 17% of Russia's oil r...

When Ukraine's drones knocked out 17% of Russia's oil refining capacity - roughly 1.1 million barrels per day - they didn't just hit military targets. They basically handed energy traders a masterclass in supply-and-demand economics, complete with a $50 billion price tag.

The latest drone strike on September 14th targeted the Kirishi refinery, which processes about 355,000 barrels daily. That's 6.4% of Russia's total refining capacity going up in smoke, literally. If you're keeping score at home, this summer's aerial campaign has turned Russian refineries into the world's most expensive firew...

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