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COLUMN: A Lukoil refinery shuts down, and lines at the gas station grow longer
Maxime Marquette

Primary Sources:

General Staff of the Armed Forces of Ukraine, operational bulletins, strike on the NOVATEK-Ust-Luga refinery, September 2, 2026

LUKOIL, “Oil Refining” corporate page: four Russian refineries, processing volumes, the group’s Nelson Index, accessed September 3, 2026

LUKOIL, homepage and list of the group’s most recent press releases, accessed September 3, 2026

Government of the Russian Federation, official documents: renewal of the temporary restriction on exports of gasoline, diesel, and other fuels, January 31, 2026

Ukrinform, Ukraine’s national news agency, “Russia’s fourth refinery halts oil processing after a drone attack,” August 26, 2026

Secondary Sources:

UNITED24 Media, complete shutdown of Lukoil refinery producing up to 11% of Russia’s gasoline, satellite analysis by Dnipro Osint, September 3, 2026

Euromaidan Press, “Fifth shutdown of NORSI in less than five months and all major Lukoil refineries taken offline,” August 27, 2026

The Kyiv Independent, fire at the Kstovo refinery following a drone strike, confirmed by the Ukrainian General Staff, August 26, 2026

Kyiv Post, 426 drones claimed to have flown over Russia; strikes on the Wildberries hub and Lukoil refinery, August 26, 2026

Kyiv Post, extension of Russia’s ban on fuel exports, refining volumes, and regional rationing, September 2026

NS Energy, technical data sheet for the Lukoil refinery in Nizhny Novgorod: capacity, units, Nelson index, 2019 production

RBC-Ukraine, one-quarter of Russia’s refining capacity offline according to Reuters, 2026

RBC-Ukraine, July 2 strike on Kstovo and refineries supplying Moscow, 2026

The Kyiv Independent, Shutdown of Russia’s fourth-largest refinery following the June 24 strike on the CDU-5 unit, 2026

LIGA.net, shutdown of Lukoil’s largest refinery, Russian gasoline production and demand, 2026

OilPrice, Russian refining volumes, sales on the St. Petersburg Stock Exchange, imports, and gas station network, 2026

The Moscow Times, fuel rationing in more than fifty-six Russian regions, prices in Tyva and Khanty-Mansi, June 25, 2026

Reuters (exclusive report republished by AOL), U.S. sanctions hinder repairs to Russian refineries, breakdown of NORSI’s KK-1 cracker

UNN, text of the Ukrainian General Staff’s statement on the strike against the Kstovo refinery, August 26, 2026

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