Happy Friday, everyone! I have the feeling that once the “”markets”” close this afternoon, more bombings and other non-ceasefirey things will happen.
The Attacks on Russian Energy Increase
Ukraine has really dialed up the warfare against Russian energy assets. In any other moment in time, there would be some form of concern about the environmental damage alone, but we are living in very strange times.
Satellite images of Russian tankers burning in the Azov Sea after drone strikes. https://t.co/WIJQ4ewq7x pic.twitter.com/ygorjVn5GB
— WarTranslated (@wartranslated) July 10, 2026
30 Russian tankers are now burning in the Sea of Azov:
Ej ale wiecie, że Rosjanie dostali dronami w ok. 30 tankowców w mniej niż 72 godziny?✅Wiecie ile kosztuje tankowiec?✅Wiecie ile zarabia tankowiec rocznie dla Rosji?✅Wiecie, że wszystkie płynęły na Krym?✅Wiecie, że od poniedziałku duża część Krymu nie ma nie tylko paliwa,… pic.twitter.com/JpeZnINqcz
— Mateusz Lech (@MattLech23) July 9, 2026
Or possibly 35:
Ukrainian mid-range drones struck 14 more Russian oil tankers in the Sea of Azov overnight, in the 4th consecutive day of these new large-scale attacks. Ukrainian Commander of the Unmanned Systems Forces Robert Magyar claims that 35 Russian oil tankers, cargo ships, and ferries… pic.twitter.com/q1VzPhNX3A
— AMK Mapping 🇳🇿 (@AMK_Mapping_) July 9, 2026
A close-up view of the action:
Onboard footage from a Ukrainian USV as it slams into a Russian dark fleet oil tanker off the coast of Crimea this morning. pic.twitter.com/xWL1pBb02X
— OSINTtechnical (@Osinttechnical) July 8, 2026
Here’s what the Western press would like you to think about this:
Furious Putin attempts to quell panic in Russia as Ukraine hits two dozen oil tankers on top as well as refineries in just one week https://t.co/GJxjnc5HzJ
— Daily Mail (@DailyMail) July 9, 2026
Don’t look now, but Moscow’s main refinery is back on fire again (not sure if due to prior damage or represents a new attack):
Russia's Moscow Oil Refinery is on fire this morning. pic.twitter.com/RvLhvRk7Sa
— OSINTtechnical (@Osinttechnical) July 10, 2026
And a fuel depot near Mikhailovsk:
INTENSIFIED STRIKES ON RUSSIAN ENERGY AND INDUSTRIAL HUBSRecent reports from July 8–9, 2026, confirm a significant wave of Ukrainian drone strikes targeting energy and industrial infrastructure across multiple Russian regions. Mikhailovsk (Stavropol Krai):An industrial… https://t.co/NXThJ3C0I4 pic.twitter.com/BLk6Ld7XcP
— Inside the conflict (@InsidConflict) July 10, 2026
All in all, this is a MASSIVE blow to both Russian and global supplies of refined fuels:
Russian refinery throughput has now collapsed to 2.8mbpd from 5.1mbpd in 2022. Omsk is severely damaged, though not yet fully offline (see below).Gasoline, diesel and jet shortages are now emerging simultaneously. With multiple crude distillation units (CDUs) knocked out across… https://t.co/aumRgBMM7t pic.twitter.com/DtjloVGKNo
— Alexander Stahel 🌻 (@BurggrabenH) July 9, 2026
The Fuel Crisis That’s Already Here
The headlines are always about the paper price of oil. Somehow, and for some mysterious reason, and no matter how bad the news coming out of the Persian Gulf, oil gets sold all night, every night.
The U.S. says, no damage!
No major damage from dozens of missiles, drones fired by Iran: US official
— zerohedge (@zerohedge) July 9, 2026
Video evidence suggests otherwise:
U.S airbase in kuwait burning after Iranian missiles 🇮🇷This is what the US officials called minor damages 😂😂😂 pic.twitter.com/iMQ1w2bgsn
— Daily Iran News (@DailyIranNews) July 9, 2026
More evidence:
1 and 2 – Bahrain – U.S. 5th fleet.3 – Kuwait. pic.twitter.com/BGarWBAe00
— The Hormuz Report (@HormuzReport) July 9, 2026
NEW: 🇮🇷🇧🇭🇺🇸 Direct impact at the U.S. 5th Fleet HQ in Bahrain last night pic.twitter.com/RmYhZHyJek
— Megatron (@Megatron_ron) July 9, 2026
With the news flow, $72 a barrel is an insult to all thinking persons.
But oil is one thing, and the refined products derived from oil are another. On that front, we see something entirely different.
Diesel is what moves the world. Russia was a significant exporter
by thecountmc 
