Thread by @tweet4Anna_NAFO

🔥Ukraine is grinding Russia’s oil industry to dust.

🧵1/23

🔥Nov. 13, Ukraine deployed Flamingo missiles alongside Lyutyi & Bars drones to devastate dozens of targets across occupied territories & Russia itself. In Crimea’s Feodosia, the Marine Oil Terminal—vital for fueling the Black Sea Fleet & southern front—was struck, 3rd time

2/23

🔥In the same barrage at Crimea’s Kirovskoe airfield, Ukraine obliterated storage and maintenance facilities for Orion UAVs that boast 16-meter wingspans and 24-hour loiter capability while dropping guided bombs. Russia lost critical reconnaissance and strike assets.

3/23

🔥Ukraine's "Long Neptune" missiles and drones just imposed the ultimate sanction: Striking Russia's Novorossiysk port on Nov 14, halting 2.2M barrels/day—2% of global oil supply. Exports suspended, Transneft pumping stopped. Putin's cash flow? Torched.

4/23

🔥In Saratov refinery (Nov 11 & 14 strikes), Ukraine paralyzed Rosneft's key plant—processing 5.8M tons/yr (2.2% of Russia's total). Operations suspended until month-end, CDU-6 unit damaged. Fires burned for days, diesel/gasoline output slashed. Economic bleed accelerates.

5/23

🔥Engels fuel depot near Saratov hit Nov 14—Ukrainian GenStaff confirms explosions, fires at Kristall Plant. This hub fuels Russian occupation forces. Combined with Saratov, it's a double blow: 147k barrels/day capacity offline. Moscow's logistics? Crumbling.

6/23

🔥Ryazan refinery struck Nov 15—Ukraine's deepest hit yet on Rosneft's 17M tons/year beast. Explosions, massive fire recorded. Produces 840k tons/year aviation fuel for Russian jets. Nebo-U radar in Crimea also destroyed. Putin's air defenses? Exposed.

7/23

🔥Oryol: Ukraine targeted the main thermal power plant for the second time in 2 weeks, heavily damaging the boiler-turbine hall that powers military factories & rail hubs essential for troop movements. Winter approaching, blackouts loom over 🇷🇺's industrial heartland

8/23

🔥At Nizhnekamskneftekhim in Tatarstan—a SIBUR-owned petrochemical giant & Russia’s second-largest complex—a massive fire erupted on Nov. 12, engulfing ethylene, propylene, & polyethylene units. This halts production of polymers critical for tires, UAV components, etc.

9/23

🔥The Orsk refinery in Orenburg oblast, 1,500 km from Ukraine, faced a drone strike on Nov. 11 that forced a full shutdown of its 6.6M tons/yr capacity.

Reuters: refining remains suspended due to external factors, exacerbating domestic diesel shortages across regions.

10/23

🔥By early Nov, >50% of Russia’s refining capacity has endured at least one hit in 2025 according to 🇺🇦 intelligence & Kpler data. This forces Russia to export raw crude instead of lucrative refined products, slashing revenue per barrel amid a growing fuel crisis at home.

11/23

🔥The maritime fallout is stark as Bloomberg reported on Nov. 12 that nearly 1 billion barrels of crude now float globally with the largest share from sanctioned nations. 40℅ percent of the surge since August stems from Russian, Iranian, Venezuelan, or unclear origins.

12/23

🔥 JPMorgan analysts note 1.4 million barrels per day of Russian crude stuck on tankers, representing almost a third of seaborne exports. Major buyers reject new cargoes ahead of the November 21 US sanctions deadline on Rosneft and Lukoil’s shadow fleet.

13/23

🔥October oil and gas revenues plummeted to $13.1 billion—the lowest in five months and down $380 million month-over-month. Urals crude trades at a $19.4 discount in Primorsk and Novorossiysk, nearing Arctic production costs of $35-40 per barrel and forcing sales at a loss

14/23

🔥 Lukoil’s downward spiral intensified as shares dipped below 5,000 rubles for the first time in over two years. The US Treasury blocked a Gunvor deal to sell foreign assets, putting €14 billion at risk of nationalization abroad while Rosneft eyes a predatory takeover.

15/23

🔥Lukoil declared force majeure on Iraq’s West Qurna-2 field producing 150,000 barrels/day. Its Finnish Teboil chain faces collapse, and Bulgaria’s Burgas refinery operations disrupt under sanctions that surgically dismantle Russia’s last major private oil entity.

16/23

🔥Domestically, fuel shortages grip 87% of regions in Nov. 2025. Gasoline queues snake through Siberia, Krasnodar, & Altay while farmers brace for diesel rationing ahead of spring sowing in the so called gas-station nation now running dry

17/23

https://x.com/tweet4Anna_NAFO/status/1983627544193876082?t=sJe0hNqWHcnfNzDXAGZYFw&s=19

🔥The IEA’s Nov. report highlights Russia’s production growth at just 120,000 barrels/day year-to-date versus Saudi Arabia’s 1.5 million. Sanctions, absent Western tech, & buyer caution signal an output plateau veering toward decline.

18/23

https://x.com/tweet4Anna_NAFO/status/1986574394525733177?t=6don9lxIquJwQptdwvuJKA&s=19

🔥The Northern Sea Route floundered with only 1.83 million tons shipped in 2025—a 4.2% drop year-over-year despite Kremlin hype. Arctic logistics falter under insurance bans and icebreaker shortages, crumbling another pillar of Russia’s oil empire.

19/23

https://x.com/tweet4Anna_NAFO/status/1985837675505446974?t=FedpC68SvXCvCVvejkchlg&s=19

🔥Putin wagered that terror-bombing Ukraine’s grid would shatter morale before his economy imploded, but Ukraine countered with symmetric strikes on refineries and asymmetric sanctions that starve the war machine of funds.

20/23

https://x.com/tweet4Anna_NAFO/status/1984015453220696489?t=j0br3K8_tUruyC0p0w_Gfw&s=19

🔥Each incinerated diesel tank in Feodosia, every idled shadow tanker, & each percentage drop in refining throughput shortens the conflict by days Moscow cannot sustain. 🇺🇦 ingeniously transformed Russia’s oil supremacy into its fatal vulnerability

21/23

https://x.com/tweet4Anna_NAFO/status/1986926786995765298?t=BPhkt2cwqfOmpK8XSovQyA&s=19

🔥Winter 2025-26 emerges as the ultimate test with blackouts plaguing Russian cities, crude freezing offshore unsold, and budgets buckling under 20% key rates plus an 8-9T deficit.

📹 Turkish sailors delighted to watch Ukraine's strikes on russia's territory

22/23

🔥Russia started a “three-day operation” powered by oil billions — now Putin is begging for sanctions relief.

At this pace, Ukraine will force Russia to kick the oil habit the hard way: no fuel left to buy.

If Russia’s collapse feels like justice, RT. #NAFO #NAFOFellas

23/23

🐝🔥 Support the Wild Hornets.
Ukraine’s best FPV hunters — shredding Russian armor day after day.
If you want to accelerate Russia’s collapse — boost the Hornets. 🇺🇦 👇

https://x.com/wilendhornets/status/1989605223245967835?t=kKTrh66K-WyEYtPOG-yOsA&s=19

Sources: Bloomberg, Reuters, Financial Times, IEA, JPMorgan, Kpler, Vortexa, Ukrainian General Staff, Madyar Birds, OSINTtechnical, Exilenova+, Euromaidan Press, Kommersant, Agenstvo and verified Russian Telegram channels