In 2025, pipeline oil supplies to Russian refineries fell to their lowest level since 2010, reports The Moscow Times.
Source: PRYAMYI
A total of 228.34 million tons of oil were delivered to Russian facilities, 1.6% less than in 2024. Industry sources note that the decline occurred from August to November, when Ukraine intensified drone strikes on Russian refineries, and plants underwent unscheduled maintenance. During these four months, the facilities received 85.9 million tons of oil compared to 90 million tons in the same period the previous year.
The largest drop occurred at Rosneft facilities — down 7.8% to 70.76 million tons, with the Ryazan refinery receiving 34% less oil (8.78 million tons). At the same time, Gazprom Neft increased supplies to its plants by 3.9% to 40.84 million tons, Lukoil by 0.67% to 39 million tons, and Surgutneftegaz raised deliveries to the Kirishi refinery by 2.7% to 18 million tons.
As a result, total oil refining in Russia in 2025 decreased by 1.7% year-on-year, to 262.3 million tons. Analysts predict that the figure may remain at the current level in 2026 due to the risk of repeated Ukrainian attacks on refineries and reduced compensation under the buffer mechanism. In 2025, Russia’s budget revenues from this sector totaled 881.8 billion rubles (~$10 billion), 2.2 times less than the previous year.
Additional pressure on the oil industry may come from export restrictions. In September 2025, the Russian government banned the export of gasoline and diesel for all market participants. Sources indicate that the ban may be temporarily lifted for two to three months starting February 1.
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