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IEA: Russian oil output fell 10% in May due to Ukrainian strikes

The Zioneer Intelligence Desk
IEA: Russian oil output fell 10% in May due to Ukrainian strikes

Primary source Internal intake · 1 reviewed intake signal · Desk window 15:47

TL;DR

The International Energy Agency (IEA) reports that Russia's crude oil production in May was 10% lower than the same month last year, attributing the decline to Ukrainian strikes on Russian energy infrastructure, according to Asaf Rozentzweig (N12).

01 · THE DISPATCH

The International Energy Agency (IEA) has released data showing that Russia's oil production in May fell 10% year-over-year, attributing the drop directly to Ukrainian strikes on Russian energy infrastructure. The report was cited by Asaf Rozentzweig (N12).

The figure marks the first explicit IEA quantification of the cumulative impact of Ukraine's campaign against Russian energy facilities. As The Zioneer has reported, Russian refineries and fuel supply chains have faced growing disruptions: Tatneft's refinery in Nizhnekamsk halted production entirely on June 15 following Ukrainian strikes, Russia imposed fuel sale restrictions in several regions, and Kommersant reported in mid-June that Moscow was permitting refineries to lower fuel quality standards as drone attacks doubled year-on-year.

The 10% production drop is the latest data point in a broader trend of declining Russian energy output under persistent Ukrainian pressure. It remains unclear whether the IEA forecasts further declines in the coming months.

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