Bernstein Sell-side卖方

Bernstein Americas Oil The drone attacks on Russian refineries are stunning

Sep 21, 202641 pages页

From the report报告摘录Ukrainian drone strikes on Russian refineries: ~90% of Russia’s refining capacity (2 mln bpd) offline, representing ~80% of 2026 capacity, driving sustained global supply tightness and elevated crack spreads.

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