Japan-origin aviation fuel headed to Russia
Russia has announced plans to import jet fuel from Japan through a network of international trading firms. At least 200,000 barrels of aviation fuel are scheduled to be shipped from the Japanese city of Chiba in the first half of July. Upon arrival, the cargo will first be delivered to South Korea, where it will be transferred to another tanker—likely in the port of Yeosu. The final destination has not been disclosed.
This shipment is significant for Russia because its own exports of aviation fuel dropped to roughly 13,000 barrels per day in 2024, compared to about 30,000 barrels per day the previous year. The last similar delivery of jet fuel to Russia occurred in February 2022, when approximately 22,000 barrels were sent from Yeosu to Vladivostok. For context, Japan and other G7 nations have imposed sanctions on Russia over its invasion of Ukraine, making such a transaction notable.
Fuel shortages deepen across Russia
Russia's fuel deficit has worsened due to repeated Ukrainian drone strikes on oil refineries and fuel depots. Two-thirds of the country's 83 regions have already reported supply disruptions. Authorities have imposed restrictions on fuel sales, including in occupied Crimea, where a state of emergency has been declared and all fuel sales are completely banned. Farmers are warning that a shortage of diesel could jeopardize the harvest, while Crimea's tourism sector has collapsed.
Turkey remains the primary buyer of Russian aviation fuel, but the overall supply situation continues to be critical. Russia's Ministry of Energy, as well as the industry ministries of South Korea and Japan's Ministry of Economy, Trade and Industry, have declined to comment on the matter.
The import of aviation fuel from Japan may signal Russia's efforts to find alternative supply sources amid a growing shortage driven by military operations and sanctions. It also underscores Russia's dependence on foreign suppliers in critical sectors, which could have long-term consequences for its economy and aviation infrastructure. The situation in Crimea and other regions facing fuel supply problems could significantly impact economic stability and public welfare.
As the fuel crisis in Russia deepens, authorities have imposed restrictions on sales in numerous regions, exacerbating supply issues. This situation follows a series of drone strikes on oil facilities, which have severely impacted production. For a detailed look at how these restrictions are affecting various regions, see our report on the recent limitations on fuel sales in Russia's regions following refinery strikes.