BEGUN, THE OIL WARS HAVE: Russia raises August oil export plan after drone strikes disrupt refineries, sources say.

Russia has revised up its crude oil export plan from western ports by 200,000 barrels per day (bpd) in August from the initial schedule after Ukrainian drone attacks disrupted refinery operations and freed up more crude for shipment, three people familiar with the matter said.

Export planning remains uncertain, however, due to ongoing strikes and shifting repair schedules, so delays and volume revisions are likely, they said.

“Attacks are ongoing and repair deadlines change daily. It’s unclear how much Russia can load this month or next,” one person said.

Russian oil sellers were yet to receive final loading plans for September, though normally they have the full plan a week before the loading month.

Russia’s Energy Ministry and Transneft oil pipeline monopoly did not immediately respond to requests for comment.

They’re probably a bit preoccupied at the moment.

Meanwhile: Ukraine’s Attacks Are Forcing Russia to Ration Its Fuel. “The intensifying Ukrainian drone campaign against Russian refineries has taken some 13% of Russia’s fuel production offline, according to analysts. Sanctions imposed by the West after the 2022 invasion, meanwhile, have limited Moscow’s ability to repair infrastructure and service remaining installations.”

The Reuters estimate is 17%, but who know which is correct — if either.