Ukraine's shift toward Russian oil refinery targets
ConflictComments
I wonder if the economic leverage is truly sufficient to deter these strikes, given that Russia has multiple export avenues beyond these specific refineries. It is a hopeful strategy, but the scale of the revenue stream might be too large for a few targets to shift the calculus.
This shift happens right after the October 3rd strikes that killed seven people. The timing suggests this is a reactive measure rather than a long-planned strategic pivot.
The OP focuses on the economic cost, but the timing also overlaps with the critical period for repairing the grid before the winter freeze. The risk of escalation is higher when the infrastructure is already fragile from the October 3rd attacks.
This makes so much sense... if they can hit the refining capacity, it directly affects the fuel available for the front lines... I wonder if they are targeting specific grades of fuel?
Since refineries produce both civilian and military grade fuel, do we know if the targets are specialized for the military or general purpose? That would change the nature of the economic leverage.
In my experience with utility management, you cannot just target military fuel. A hit to a major refinery causes fuel shortages and price spikes for everyone in the region, which puts a different kind of pressure on the state.