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Informative · Oil markets

Ukraine just bombed a Russian refinery and denied pausing its strikes

1 hour ago · 31 October 2026Share
Black smoke rises from a fire at a Russian oil refinery.
Black smoke rises from a fire at a Russian oil refinery in Moscow on June 18, 2026. Rotafinus · CC0

Ukraine just hit a Russian oil refinery deep inside Russia.

And that's a day after the Wall Street Journal said Kyiv had quietly agreed to stop doing exactly that.

So what actually happened? Ukrainian drones struck the Novokuibyshevsk refinery in Russia's Samara Oblast about a day ago.

The refinery belongs to Rosneft, Russia's state oil company. It can process around 8.8 million tonnes of oil a year. It makes diesel and petrol. But it's also one of Russia's main sources of jet fuel, and it supplies the Russian military.

Fire Point, the Ukrainian defence manufacturer, says its FP-1 drones hit the refinery, including a diesel hydrotreating unit. Footage shared online showed thick columns of smoke rising from the site.

Alexander Novak, Russia's Deputy Prime Minister, says Ukraine actually hit three Russian oil refineries and a gas-chemical complex that day. Novak says quote "we had a brief pause, but today, attacks on refineries have resumed".

Vyacheslav Fedorishchev, the governor of Samara Oblast, says air defence and mobile fire crews responded. He later said two people died in the region while clearing up after the attack. That detail has only been reported once.

Now here's why the timing matters so much.

Two days ago, the Wall Street Journal reported that Ukrainian forces had been told to stop hitting Russian refineries, under pressure from the Trump administration. The pause was expected to run until after the US midterm elections on 3 November.

Four days ago, Volodymyr Zelensky told journalists in Kyiv that Ukrainian forces tried to be a little more careful during those days, but that they did not have an order to stop.

Careful is not the same as stopped.

A senior Ukrainian official went further than that, telling the Kyiv Independent that Jared Kushner, the US special envoy, suggested a 30-day pause on refinery strikes. He reportedly repeated the request at a meeting with Zelensky in Oslo on 20 October.

But the official said no order to stop was ever given. And nobody in Kyiv knew where the Wall Street Journal's account had come from.

The rest of this story is for members.

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