Skip to content
You can now search across every topic, entity and event.What's new
Russia-Ukraine War 2026
19JUL

Fuel rationing hits 15 Russian regions

2 min read
13:35UTC

By 23 June at least 15 Russian regions were rationing petrol, and Deputy PM Alexander Novak told Putin the fuel market was challenging but under control while weighing a diesel export ban.

ConflictDeveloping
Key takeaway

Petrol rationing across 15 regions is a domestic cost the Kremlin cannot easily hide.

At least 15 Russian regions had imposed petrol sales restrictions by 23 June, as Ukrainian strikes on the Kapotnya and Tyumen refineries deepened a domestic fuel shortage 1. Deputy PM Alexander Novak told Vladimir Putin the same day the situation was "challenging but under control" while the government weighed a diesel export ban 2. Queues once confined to occupied Crimea had by then reached Irkutsk, Novosibirsk and Voronezh.

Novak is Russia's deputy prime minister for energy, and his phrasing is the tell. A government that had the shortage in hand would not be floating a diesel export ban, a measure that sacrifices hard-currency earnings to keep fuel at home. The Kapotnya shutdown drained Moscow-region supply , but the spread to Siberian cities thousands of miles from any struck plant points to a distribution system under strain, not a single outage.

In May, oil revenue surged 32.4% even as Novak cut the 2026 growth forecast to 0.4% ; a month on, the same minister is rationing forecourts and eyeing export curbs. The cost has moved from the balance sheet to the petrol station, which is a harder place for the Kremlin to hide it.

Deep Analysis

In plain English

By 23 June, at least 15 Russian regions had started limiting how much petrol each driver could buy. Russia's Deputy PM for energy, Alexander Novak, told President Putin that the fuel situation was difficult but manageable, even as the government considered a ban on diesel exports to keep more fuel inside Russia. Ukrainian strikes on refineries, not on oil fields, caused the shortage: Russia still pumps oil from the ground, but the factories that convert crude into petrol and diesel have been damaged. Crimea was already rationing petrol in early June; by late June queues had spread to major Russian cities including Irkutsk, Novosibirsk, and Voronezh.

What could happen next?
  • Consequence

    A diesel export ban, if enacted, would reduce Russian hard-currency earnings at the same time as H1 oil and gas revenues are already running 24% below forecast.

  • Risk

    Sustained rationing in 15 or more regions creates a visible domestic political cost for the Putin government, which has managed civilian exposure to the war's economic consequences carefully since 2022.

First Reported In

Update #21 · Ukraine's drones reach Russia's petrol pumps

Institute for the Study of War· 24 Jun 2026
Read original
Different Perspectives
The United Kingdom
The United Kingdom
Starmer pledged £300 million in Kyiv on 16 July toward Ukraine's Gripen E squadron, adding to the PURL expansion Trump and Rutte had announced two days earlier. London is paying into a scheme built around a shortfall NATO's own published $4bn-plus pledge does not close against Zelenskyy's roughly $15bn stated need.
Brussels
Brussels
The EU's 21st sanctions package missed its Coreper vote on 15 July over Greek LNG re-export rights and an Austrian bank compensation demand, the same week Hungary stalled accession clusters on procedure rather than veto. Both processes run on unanimity, so a single national interest, not Russia policy, sets the pace either can move at.
Hungary's Tisza government
Hungary's Tisza government
Budapest refused to open EU accession Clusters 2 and 3 for Ukraine at COELA on 17 July, offering Moldova a standalone opening instead, and the question returns on 22 July. Having ended Orbán's blanket loan veto in May, it now blocks the narrower rule-of-law chapters where its own electorate is least comfortable.
Washington
Washington
Trump and Rutte expanded PURL on 14 July, letting allies fund the American interceptors and jets Washington will license but no longer gift outright. The same week, Lockheed Martin told allies it cannot guarantee PAC-3 MSE delivery timelines even after tripling output, so Washington now shapes Ukraine's air defence through a supply queue rather than a donation decision.
Moscow
Moscow
Novak ordered a study into cutting the diesel exchange quota to 10% within a week of his export ban, while June delivered Russia's first budget surplus of 2026 and National Wealth Fund liquidity above its own May forecast. Its own investors disagree: the Moscow Exchange has fallen for its longest losing streak since 1997.
Ukraine's government and its street protesters
Ukraine's government and its street protesters
Zelenskyy sacked Fedorov on 15 July, installed an acting SBU officer in his place, and did not move against three days of protest that followed across eight cities. He is betting that visible tolerance for dissent, timed to EU accession hearings on rule of law, outweighs whatever command dispute forced the reshuffle.