The restrictions follow Ukrainian drone strikes this month on the Kapotnya and Perm refineries, which produce about 50% of Russia's diesel. Global supply has tightened as Russia and the Middle East saw a combined diesel loss of 1.1 million bpd on average between March and August 2026, according to estimates from Vortexa, Kpler, and Energy Aspects. Russian supply specifically fell by 615,000 bpd year on year during July and August, contributing to UK diesel prices hitting the highest price in its history.
