#Oil Production

🛢️ Russia will not be able to maintain the July growth in oil production in August 2026. 📉 Despite a rise of 100,000 barrels in July, new attacks on refineries (Yaroslavl, Ryazan) and a shortage of tankers in the Black Sea will force a reduction in production. 🇺🇦 The SBU confirmed strikes on "Slavneft-YANOS" deep inside Russian territory. Export plans are at risk of failure.

Oil production in Kazakhstan has halved following a drone attack on the CPC terminal in the Black Sea. 🛢️📉 Tankers were hit, leading to a halt in exports from the Tengiz field (Chevron). This is already the fifth attack on consortium facilities since the start of the war. 🚢💥