The Duran Podcast Russia fuel shortages explained w/ Stanislav Krapivnik
Sep 1, 2025
Stanislav Krapivnik, an expert on the Russian economy and oil industry, dives into the complexities of Russia's fuel shortages, debunking media myths about the situation. He discusses the impact of the Ukrainian drone war on oil refineries and provides insights into Russia's diesel export ban, revealing its effects on Europe's fuel supply. Krapivnik also explores seasonal fuel shortages, critiques current central bank policies, and highlights how the Russian economy is evolving amidst Western sanctions, uncovering opportunities for future growth.
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Refinery Hits Cut Exports Not Domestic Supply
- Russia exports large volumes of refined fuel but recent refinery hits reduced output by about 14%.
- Domestic supply remains sufficient, with shortages hitting exports and small local stations first.
Summer Exodus Creates Local Shortages
- Stanislav describes mass August migration from vacation spots causing predictable petrol station lines.
- He notes videos claiming crisis often show small country roads, not the main M4 toll motorway.
Export Ban Raised Global Prices
- Moscow banned some fuel exports in August, tightening global supply and raising EU prices.
- Domestic diesel is prioritized for military and industry, so shortages mainly affect export flows and small retailers.