Russia's Oil Industry Posts Worst Performance in 15 Years for 2025

The State of Russia's Oil Sector in 2025

According to ХВИЛЯ: Russia's oil industry concluded 2025 with its worst performance indicators in the last 15 years. This decline was primarily driven by Ukrainian drone attacks, which significantly reduced the volume of crude oil supplied to the nation's refineries. The supply of raw materials to refineries fell to levels last seen in 2010, with total processing dropping to 262.3 million tons. This sector is a cornerstone of the Russian economy and a major source of government revenue.

In 2025, 228.34 million tons of oil were pumped to Russian enterprises. Notably, supply to the Ryazan refinery plummeted by 34%, equivalent to 8.78 million tons. Ukrainian forces carried out 160 successful strikes on oil extraction and processing facilities, with the peak of attacks occurring in September and October 2025. Furthermore, state support for oil companies in 2025 was slashed by a factor of 2.2, which also negatively impacted the industry.

Key Indicators of the Decline

Key performance metrics point to severe operational challenges. For instance, the company 'Rosneft' suffered a supply collapse of 7.8%. Meanwhile, 'Gazprom Neft' (+3.9%) and 'LUKOIL' (+0.67%) attempted to compensate for the deficit. In September 2025, the government of the Russian Federation banned the export of gasoline and diesel fuel, further complicating the market situation. Consequently, 2025 proved to be a critically difficult year for the Russian oil industry, severely affecting its economic output.

This data indicates that the Russian oil sector is confronting serious challenges with potential long-term consequences for the country's economy. The reduction in supply and processing volumes, coupled with decreased state support, creates risks for oil market stability. Amid intensified military conflict and economic isolation, the future of the industry remains uncertain, which could impact global energy markets and pricing policies. Assessing the influence of these factors on the further development of the situation will require careful monitoring and analysis.