Ukrainian forces have struck the Lukoil-Nizhegorodnefteorgsintez oil refinery in Kstovo, located in Russia's Nizhny Novgorod region.

According to preliminary data from the Ukrainian General Staff, a primary crude oil processing unit at the facility was hit in the attack.

The strike targets a critical node in Russia's domestic fuel supply chain, as the Kstovo refinery is a major supplier of gasoline and diesel to Moscow and the surrounding central region.

This development follows a pattern of escalating Ukrainian drone assaults on Russian energy infrastructure, including a recent heavy attack on a major refinery in southern Russia that left the facility engulfed in flames.

Repeated strikes on processing capacity raise concerns about potential bottlenecks in Russian fuel distribution, which could indirectly affect global supply dynamics if domestic shortages force a reduction in export volumes or rerouting of shipments.

Markets are monitoring the extent of the damage and any operational shutdowns at the site.