A Refinery 1,300 km Away Struck for the Second Time
The Ufa refinery in Bashkortostan is one of Russia’s largest producers of lubricants. On July 1, 2026, Zelensky announced that it had been struck for the second time by Ukrainian weapons. The first strike took place on June 25, 2026, during a joint operation with the Ukrainian Security Service (SBU), when two refineries in Bashkortostan—located about 1,500 km from the Ukrainian border—were hit.
Lubricants do not typically make the headlines in standard war analyses. Yet they are essential to the operation of all motorized military equipment: tanks, armored vehicles, helicopters, and fighter jets. A lubricant refinery that has been repeatedly struck can no longer operate at full capacity. And a Russian army lacking lubricants sees its operational capability directly impaired. This is the logic behind Ukraine’s “logistical war.”
The Strategic Significance of Bashkortostan
Bashkortostan is an industrial region of Russia that accounts for a significant portion of the country’s oil refining capacity. Repeated Ukrainian strikes on its refineries are part of a broader campaign: between May and June 2026, Ukraine struck approximately 30 Russian energy facilities, disrupting refining capacity amounting to 83 million metric tons per year—roughly one-quarter of Russia’s total refining capacity—and affecting more than 30% of Russian gasoline production.
This campaign is having tangible effects within Russia itself: reports of fuel shortages emerged in June 2026 in the regions of Chelyabinsk, Kemerovo, Volgograd, Kursk, Moscow, and Saint Petersburg. In Crimea, the occupying authorities introduced gasoline rationing coupons. These are the sanctions that the financial markets have failed to impose.
Gas shortages in Moscow. Ration coupons in Crimea. These are the tangible consequences of Ukraine’s strategy of striking at logistics—results that four years of Western economic sanctions failed to produce so directly. Ukraine is doing on its own what the markets failed to do. This is a lesson in strategic effectiveness.
Penza: The Factory That Manufactures Missiles Killing Ukrainian Civilians
The Scientific Research Institute of Physical Metrology in the Crosshairs
The strike on the Penza Oblast that same night targeted an even more specific facility: the Scientific Research Institute of Physical Metrology, a facility within the Russian military-industrial complex that develops and produces components for the Iskander, Kalibr, and Kh-101 missiles—the very same missiles that are striking Ukrainian cities. Located about 600 km from the front lines, this facility represents the upstream end of the Russian weapons supply chain.
The logic is relentless: if Ukraine can disrupt the production of components used to manufacture the missiles deployed against its civilians, it reduces the number of such missiles available for future salvos. This is not a strategy for a quick victory—it is a strategy of industrial attrition. Every component missing from the factories in Penza means one fewer missile targeting Kharkiv or Dnipro.
Range as a Symbol of Capability
600 km to Penza, 1,300 km to Ufa. These distances are no coincidence: they reflect a deliberate expansion of Ukraine’s operational range, made possible by the development of domestically produced long-range drones. Each new strike at a record range pushes back the boundaries of what was once thought impossible. And each successful strike demonstrates a capability that Western allies often failed to anticipate.
Zelensky put last night’s strikes into context with a broader statement: “Every day, our plan to impose long-range Ukrainian strikes is being implemented. This is an entirely just response to everything Russia is doing against us.” He concluded: “Peace is necessary, and that is exactly what the Russian leadership must realize.” Message received.
Striking the factory that manufactures the missiles killing Ukrainian civilians 600 km away. This is a response that diplomats have been unable to articulate. It is the justice that the courts cannot yet deliver. I don’t know if these strikes will hasten the end of the war. But I do know that they give Ukraine a form of strategic dignity that no one can take away from it.
Zelensky and the Doctrine of “Long-Range Sanctions”
A Strategic Concept Born of Necessity
The concept of “long-range sanctions” has gradually emerged in Zelensky’s rhetoric since early 2026, as Ukrainian strikes on Russian territory have continued. It is a rhetorical and strategic response to two realities: the inadequacy of Western economic sanctions to halt the Russian war machine, and the restrictions imposed by certain allies on the use of their weapons against Russian territory. Ukraine is circumventing this obstacle with its own tools.
The phrasing is politically astute: it frames the strikes as a form of economic justice—“a wholly just response,” according to Zelensky—rather than as military escalations. It anchors the action within a framework of legitimacy that even the most cautious allies find difficult to challenge. And it sends a message to Moscow: every day you prolong this war, we will impose an ever-increasing cost on you, across your entire territory.
June 25: Bashkortostan Had Already Been Hit
On June 25, 2026—five days before the July 1 strike on Ufa—Zelensky announced that Ukrainian defense forces and the SBU had struck an oil depot in Krasnodar Krai and two refineries in Bashkortostan, approximately 1,500 km from Ukraine. The July 1 strike on Ufa is therefore the second or third strike in a week on oil infrastructure in the same region. This is a campaign, not isolated incidents.
This persistence—striking the same region twice in one week—is a deliberate signal: Ukraine is systematically targeting infrastructure in this region because it is strategically important to the Russian war economy. This is not a one-off show of force; it is sustained and methodical pressure.
Three strikes on refineries in Bashkortostan in one week. This is no coincidence; it is a campaign. And this campaign says something important about the strategic maturity of the Ukrainian military in 2026: it no longer strikes merely to send a message; it strikes to inflict damage. The difference is enormous.
What These Strikes Reveal About Ukraine's Defense Industry
Drones Capable of Striking at 1,300 km: A Technological Leap
The ability to strike targets 1,300 km away with domestically manufactured drones represents a significant technological leap compared to the early years of the war. In 2022, deep-strike operations by Ukraine were rare and relied primarily on missiles left over from the Soviet era. By 2026, Ukraine has a fleet of locally manufactured long-range drones capable of penetrating Russian air defenses and reaching targets deep within mainland Russia.
This development was made possible by a combination of factors: investments by the Ukrainian government, Western financial support, the ingenuity of the national defense industry, and operational lessons learned from four years of war. The 3.9 billion euros disbursed by the EU on June 30, 2026, for Ukrainian drones is part of this strategy of continuously strengthening a capability that proves its effectiveness every night.
Ukraine’s Advantage: Striking What Russia Cannot Replace
Ukraine targets facilities whose destruction or damage creates lasting effects that are difficult to compensate for quickly: lubricant refineries, factories producing precision missile components, and satellite communications centers. These targets are not chosen for their symbolic value; they are chosen for their direct operational value and the difficulty of replacing them under sanctions.
The production of precision components for missiles such as the Iskander, Kalibr, or Kh-101 requires advanced technologies that Russia has struggled to obtain since the 2022 sanctions. Striking the factories that produce them means targeting an already weakened supply chain. Every disruption to production will result, in a few months, in lower missile stockpiles—and perhaps fewer strikes on Ukrainian cities.
Striking the metrology plant in Penza rather than an ordinary ammunition depot means targeting the technology, not just the stockpiles. A depot can be restocked. But a production line for precision components—subject to sanctions and with technicians fleeing Russia—cannot be easily replaced. Ukraine is striking at the roots, not the leaves.
The night of June 30: Three open fronts, a single strategy
Three Coordinated Strikes in the Same Night
The coordination of the three strikes on the same night—Ufa, Penza, Dubna—is no coincidence. It reveals sophisticated operational planning that combines targets of different types: energy, the arms industry, and communications. Attacking these three categories simultaneously maximizes the psychological impact on Russian decision-makers by showing them that no sector of their war economy is safe.
In military terms, this multi-domain approach is a sign of strategic maturity. Ukraine is no longer striking only the most accessible targets: it is striking the most effective targets, taking into account their direct operational value and the difficulty of replacing them. The fact that the Ufa refinery was struck for the second time in a week, and that Dubna was struck for the second time in eight days, illustrates this strategic persistence.
The message to Western allies that same night
These three strikes came the very day after the European Union disbursed 3.9 billion euros for Ukrainian drones. The timing is not symbolic in the sense of an act of gratitude. It is functional: European funding supports the Ukrainian drone industry, which makes these strikes possible. The results and the investment are directly linked.
For allied governments debating the effectiveness of their support, the night of June 30 provides a concrete answer. The money invested in the Ukrainian drone industry translates into actual strikes on legitimate military targets, at ranges that demonstrate growing operational capability. The link between investment and results is more direct than in many other international military engagements.
3.9 billion euros disbursed on June 30. Strikes on Ufa, Penza, and Dubna overnight. The chain of causality is short and verifiable. That’s what a strategic investment looks like: you can measure the results. European advocates of support for Ukraine don’t need to look for abstract arguments. They have satellite images of smoke over Dubna.
The implications for peace: higher costs, greater pressure
The Strategy of Economic Attrition as a Path to the Negotiating Table
Zelensky’s doctrine of “long-range sanctions” is based on a logic that deserves frank consideration: by increasing the economic and military cost of the war for Russia on its own soil, Ukraine hopes to create conditions under which Russian leaders will conclude that a negotiated peace is better than continuing an increasingly costly war. This is a reasonable strategic assumption—and fuel shortages in Russia and Crimea suggest that it is beginning to take hold.
Zelensky himself included a direct message of peace in his July 1, 2026, statement: “Peace is necessary, and that is exactly what the Russian leadership must realize. Russia must end its war. And the Russian leadership has every opportunity to do so.” This is not arrogance: it is an invitation that the strikes on Ufa and Penza make all the more urgent for Moscow.
What the West Must Understand from This Night of Strikes
The night of June 30 to July 1, 2026, offers Western governments a strategic lesson: Ukraine does not need guidance on which targets to strike. It has developed a coherent doctrine, real operational capability, and a long-term strategy aimed at making the war too costly for Putin to continue. The role of allies is not to dictate what Ukraine should strike—it is to provide it with the means to strike even more effectively.
Restrictions on the delivery of certain long-range systems lose their meaning when Ukraine is striking targets 1,300 km away with its own drones. If the argument of the most cautious allies was to prevent deep strikes into Russian territory, the night of June 30 rendered that argument obsolete. Ukraine achieved this on its own. It now deserves support commensurate with its capabilities.
Restrictions on long-range weapons made political sense in 2022. In 2026, Ukraine is striking targets 1,300 km away with its own drones. Maintaining these restrictions to “avoid escalation” when Ukraine demonstrates its autonomous capability every night is a strategic inconsistency that Putin observes with satisfaction. It is time to revisit these limits.
The Cost of These Strikes to Russia on Its Own Soil
Fuel Shortages and Rationing Coupons: The Real-World Impact
The effects of Ukraine’s campaign of logistical strikes are being felt directly on Russian territory. According to Militarnyi’s analysis for May–June 2026, reports of fuel shortages have emerged in the Chelyabinsk, Kemerovo, Volgograd, Kursk, Moscow, and St. Petersburg regions. In Crimea, the occupying authorities have introduced gasoline rationing coupons for residents.
These shortages are not merely a civilian inconvenience: they reflect pressure on Russia’s military supply chain. An army advancing into the Donbas with tanks needs lubricants. Troops on the move need fuel. When lubricant production is halted in Ufa, and when freight traffic on the R-280 highway to Crimea drops by 71%, the effects ultimately translate into reduced military capabilities on the ground.
The ban on gasoline exports: a sign of internal tension
As of June 1, 2026, Russia has imposed a temporary ban on aviation fuel exports—a first. At the same time, total bans on gasoline exports and partial bans on diesel exports remain in effect. These export restrictions, imposed to preserve domestic stocks, are an indirect admission that Ukrainian pressure on refineries is taking its toll. Russia can no longer export what it no longer has in sufficient quantities.
This domestic fuel shortage carries political significance: it makes the war more visible and more costly for ordinary Russian citizens, who are beginning to feel its impact in their daily lives. While propaganda can control the narrative regarding military losses, it has less control over the reality of empty gas pumps.
Ukraine’s strategy of economic pressure is not a promise—it is a reality in the making. Fuel shortages in Russia and ration coupons in Crimea are concrete evidence that the pressure is working. I don’t know if this will be enough to change Putin’s calculations. But I do know that the alternative—doing nothing—is certainly less effective.
Conclusion: A night that says it all about war and peace
Oufa, Penza, Dubna: Three Targets, One Doctrine
The night of June 30 to July 1, 2026, was no accident of war. It was the methodical application of a doctrine: strike what produces, what communicates, what connects. The Ufa refinery produces lubricants for tanks. The Penza institute manufactures components for lethal missiles. The Dubna center coordinates military satellites. Three links in the same chain. Three strikes in the same night. A message impossible to ignore.
This message is directed at three audiences simultaneously: to Putin—this war is costing you on your own soil as well; to Western allies—we have the strategy and the capability, give us the means; to Ukrainian public opinion—we are not merely enduring this; we are fighting back. The Ukraine of 2026 is no longer the Ukraine of March 2022, whose defenders were simply running toward the border armed with Molotov cocktails.
The Columnist Confronted by His Own Certainties
I want to be honest: I don’t know if these strikes on Ufa and Penza will change Putin’s calculations. I don’t know if economic pressure will create the conditions for a ceasefire or if it will further harden a resolve already fortified by years of domestic nationalist rhetoric. What I do know is that the alternative—not striking, letting the refineries in Bashkortostan and the missile factories in Penza operate undisturbed—represents a strategic choice that costs Ukrainian lives. Faced with two uncertainties, Ukraine has chosen to act. I understand them.
And the West, watching these strikes from its own capitals, should see in them not a risk of escalation but proof that sustained armed resistance can shift the balance of a war that many believed was lost before it even began. Zelensky isn’t asking for pity. He’s asking for consistency. The same consistency that last night’s strikes on Ufa, Penza, and Dubna demonstrated with brutal clarity.
One night, three strikes, three messages. And in the morning, Zelensky says: “Peace is necessary, and Russia has every opportunity to make it happen.” This is not naivety. It is the stance of a leader who strikes and extends a hand at the same time. The most difficult—and perhaps the most appropriate—combination in a war that no one chose except Putin.
By Maxime Marquette, columnist
Sources
Primary sources
Ukrainska Pravda — Zelensky on long-range strikes, additional statements — July 1, 2026
Secondary sources
RBC Ukraine — Ukraine strikes an oil refinery and a missile components facility — July 1, 2026
Charter97 — Ukrainian strikes on Russian military-industrial infrastructure — July 1, 2026
Kyiv Independent — Russian Casualties and Strikes: Tracking Ukrainian Operations — July 2026
This content was created with the help of AI.