Back in late August, it seemed like there was a general consensus* that Ukraine's refinery campaign was unlikely to have a major impact on diesel, because domestic demand only amounts to ~50% of production (vs ~80% for gasoline). But despite export restrictions, shortages and price hikes are showing up https://ura.news/news/1053001835
* e.g. https://carnegieendowment.org/russia-eurasia/politika/2025/08/russia-war-gasoline-problem?lang=en
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