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Sign InUkrainian drone strikes have intensified against Russian energy infrastructure, with the export-oriented Tuapse refinery now confirmed to have completely halted operations following an April 16 attack. In the Samara region, Rosneft’s Novokuibyshevsk refinery also suspended primary crude processing after being targeted, according to Governor Vyacheslav Fedorishchev. This systematic targeting of vital facilities is significantly reducing Russia's refining capacity and increasing the geopolitical risk premium on global energy markets. Analysts note that the total shutdown of the Tuapse plant is particularly impactful given its primary role in processing crude for international exports. Markets are closely monitoring how these cumulative outages will disrupt near-term supply balances and export flows. The persistent military pressure on energy hubs continues to provide upward support for UKOIL and USOIL benchmarks.