EE Impact
othermedium impact07/09/2026, 23:01:41Confidence 62/100

Is Russia’s fuel crisis a temporary squeeze or the collapse of an industry? Two leading economists debated the question, unable to agree on how much refining capacity is left.

On August 17, Sergey Vakulenko, a senior fellow at the Berlin-based Carnegie Russia Eurasia Center, said on The Breakfast Show that despite Ukrainian strikes on oil refineries, Russia’s refining output remains fairly high. By his estimate, refining has fallen by only 25–28%. Two days later, economic commentator Vyacheslav Shiryaev criticized Vakulenko on the same program, calling his remarks “nonsense.” He said 65–70% of Russia’s oil refining has been knocked out, and that any optimistic assessm

Claims & verification status

Disputed

Sergey Vakulenko claims that Russia's refining output remains fairly high despite Ukrainian strikes, estimating a decrease of only 25-28%.

Attributed to: Sergey Vakulenko
Disputed

Vyacheslav Shiryaev claims that 65-70% of Russia's oil refining capacity has been knocked out.

Attributed to: Vyacheslav Shiryaev

+1 more claim on the 7-day Pro trial.

Impact analysis

Who claims what

  • Both economists have differing views on the extent of the damage to Russia's oil refining industry.
  • Vyacheslav Shiryaev claims that 65-70% of Russia's oil refining capacity has been knocked out. (per Vyacheslav Shiryaev)
energylogisticsmanufacturingcommoditiesinsurancefinance

Our assessment

Divergent expert assessments highlight significant uncertainty regarding the operational status of Russia's oil refining sector after reported Ukrainian strikes. If Vakulenko's…

Sources & evidence

articleMeduza (independent Russian, EN)(class B)original