Ukrainian Deep-Strike Drone Campaign Against Russian Refineries Continues Within 24 Hours
Theater: Russia – Volga Federal District
Time horizon: 24h
Published: 2026-09-25
Moderate confidence (70%)
Risk direction: escalatory · Impact: HIGH
Full prediction
Within the next 24 hours, Ukraine is likely to launch at least one additional long-range drone or missile strike against Russian refining or missile-fuel infrastructure in the Volga, Southern, or Central Federal Districts. Russian air defenses and electronic warfare will intercept some assets, but imagery of at least attempted strikes and localized fires is probable. This sustains psychological pressure on the Russian rear, marginally degrades refined export capacity, and forces Moscow to divert more air defenses away from front-line cities. Confirmation would come from geolocated video/imagery of new fires or explosions at Russian industrial facilities; denial would be a full 24-hour lull in reported cross-border strikes on refineries or defense plants.
Drivers
- Multiple Ukrainian strikes on Perm and Novoshakhtinsk refineries in successive nights
- Documented hits on Russian missile-fuel plants at Yefremov and Ulyanovsk
- Emerging trend: Ukraine shifts deep-strike focus to Russia’s refining and electronics backbone
- EUCOM threat level assessed as HIGH with active long-range engagements
Affected regions
- Russia – Volga Federal District
- Russia – Southern Federal District
- Ukraine
- EU
Affected assets
- Urals Crude
- Gasoil Futures (ICE)
- Diesel cracks Europe
- Russian refined product exports
- Insurance for Russian ports and logistics
Forecasts are generated automatically from open-source signal data (event tracking and conflict telemetry) with confidence calibrated against historical outcomes. Read the full methodology →