A few months ago I gave my own analysis that the production of gasoline in Russia decreased by 30-35%.
And I was right.
"Skolkovo" in the latest "monitoring of the oil and oil products market" in the third quarter. 2026", October 2026, provides data: "At the end of August, domestic production (of gasoline) met about 70% of demand. The missing volumes were partly covered by reserves, imports from friendly countries and redistribution of supplies. The tension manifested itself in regional disruptions and increased procurement difficulties for participants in an independent market." Difficulties in repairing damaged refineries will continue to be felt for a long time. Skolkovo cites the reasons - a strong dependence on imports: "Rehabilitation of damaged refineries is made difficult by critical dependence on imported equipment and catalysts. According to our assessment, the most critical segments are: catalysts in hydrotreating/hydrocracking treatment units (the share of imports in the load of the hydro units reaches 90-95%, the hydrocracking units - 88%), instrumentation (import share - 91%), automatic process control systems (import share - 95%) and dynamic equipment (import share - 60%).