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Ukraine using strikes to pressure Russia after oil sanctions eased, Zelenskiy says

Published by Global Banking & Finance Review

Posted on March 26, 2026

3 min read

· Last updated: April 1, 2026

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Ukraine using strikes to pressure Russia after oil sanctions eased, Zelenskiy says
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By Daniel Flynn and Olena Harmash KYIV, March 26 (Reuters) - Ukraine is using long-range strikes on energy infrastructure to maintain pressure on Russia after international oil sanctions on Moscow

Ukraine using strikes on oil facilities to keep pressure on Russia after sanctions eased, Zelenskiy says

Ukraine's Strategic Response to Eased Oil Sanctions

By Daniel Flynn and Olena Harmash

KYIV, March 26 (Reuters) - Ukraine is using long-range strikes on energy infrastructure to maintain pressure on Russia after international oil sanctions on Moscow were eased in the wake of the Iran war, President Volodymyr Zelenskiy said.

Washington issued a 30-day waiver this month for countries to buy sanctioned Russian oil and petroleum products stranded at sea in an effort to stabilise global energy markets roiled by the conflict in the Middle East. 

Ukraine's European allies, who want to maintain pressure on Russia to end its four-year-old war, have criticised the move by Washington.

Zelenskiy's Perspective on Sanctions and Military Action

Asked about an escalation of Ukrainian attacks on Russian energy infrastructure in recent days, Zelenskiy noted the shift in international sanctions policy: "The pressure on Russia in the world is decreasing."

"Therefore, unlike most countries in the world, Ukraine has its own sanctions: its long-range capabilities," he told Reuters in an interview late on Wednesday.

Maintaining Pressure on Moscow

Following heavy Russian drone and missile strikes on Ukrainian cities in recent days, Zelenskiy added that pressure on Moscow needed to be maintained: "If Ukraine does not respond to their attacks, Russia will simply continue the war and not even think about pauses."

Impact of Ukrainian Strikes on Russian Oil Exports

Russian Exports Disrupted

RUSSIAN EXPORTS DISRUPTED 

On Wednesday, Russia's Baltic ports of Ust-Luga and Primorsk suspended crude oil and oil products loadings, sources told Reuters, after Ukrainian drone attacks sparked blazes, with smoke visible from Finland.

Primorsk resumed oil and fuel loadings on Thursday, though at lower capacity than normal because of damage to its infrastructure, three sources said.

Details of the Attacks

Ukraine's SBU security service said in a statement on Wednesday its long-range drones had flown over 900 km (560 miles) from its Alpha special operations centre to strike the Ust-Luga terminal.

Reuters calculations based on market data showed on Wednesday at least 40% of Russia's oil export capacity had been halted as a result of the Ukrainian drone attacks, a disputed attack on a major pipeline, and the seizure of tankers.

Consequences for Global Oil Markets

The shutdown is the most severe oil supply disruption in the modern history of Russia, the world's second-largest oil exporter. It has hit Moscow just as oil prices exceeded $100 a barrel due to the Iran war.

Russia's oil pipeline monopoly Transneft will try to redirect oil exports from the Baltic Sea ports damaged by drone attacks, Interfax news agency reported on Thursday.

Expert Analysis on Long-Term Impact

Adi Imsirovic, a lecturer on energy at Oxford University, said it was too soon to say how long-lasting the damage would be to Russia's oil export infrastructure, but if storage facilities had been seriously damaged at the ports that could suspend flows through pipelines for some time.

While a campaign of Ukrainian strikes on Russian refineries, which began in the middle of last year, had impacted the domestic fuel market, the latest wave of attacks on oil export facilities would more directly hurt government revenues, Imsirovic said.   

(Reporting by Daniel Flynn and Olena Harmash; Editing by Andrei Khalip and Chris Reese)

Key Takeaways

  • Washington issued a 30‑day waiver in March 2026 allowing purchase of already‑loaded Russian oil stranded at sea to stabilize energy markets amid the Iran war, drawing criticism from Ukraine and its European allies
  • Ukraine responded by leveraging its long‑range strike capabilities on Russian ports (Primorsk, Ust‑Luga) and pipelines, disrupting perhaps up to 40% of Russia’s oil export capacity, marking arguably the most severe oil supply disruption in modern Russian history
  • Industry data show drone attacks have significantly reduced refining and export throughput in Russia—Reuters estimates suggest around 17% of refining capacity was disrupted in late 2025, while attacks on export terminals forced loadings to halt or operate at reduced capacity

References

Frequently Asked Questions

Why is Ukraine striking Russian energy infrastructure?
Ukraine is using long-range strikes to pressure Russia after international oil sanctions on Moscow were eased.
What triggered the recent escalation in Ukrainian attacks?
Ukraine escalated attacks following a shift in international sanctions policy and ongoing Russian strikes on Ukrainian cities.
How have Russian oil exports been affected by Ukraine's actions?
Ukrainian drone attacks have halted at least 40% of Russia's oil export capacity, disrupting loadings at major Baltic ports.
What was Washington's recent policy change regarding Russian oil?
Washington issued a 30-day waiver for countries to buy sanctioned Russian oil stranded at sea, aiming to stabilize global markets.
How has the oil supply disruption impacted Russia?
The recent shutdown is the most severe oil supply disruption in modern Russian history, impacting its status as a top oil exporter.

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