Refining Attrition Continues
−0.3%
Ukraine maintains pressure on Russia’s refining system after repeated hits on the Omsk refinery, reinforcing the existing disruption to Russian fuel production. Moscow prioritizes domestic diesel and gasoline supply, keeping export limits in place while repairs proceed under air-defense constraints.
What it moves
- Energy+1.0%
- Industrials−0.5%
- Market volatility
- Oil prices
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.