Central Asia Shifts Fuel Strategy Amid Russian Energy Strains

Central Asia is adjusting its fuel strategy in response to growing pressure on Russia's energy sector due to Ukrainian drone attacks and export restrictions.

Tajikistan, which relies heavily on imported petroleum products from Russia, has struggled with refining capacity. In the first half of 2026, the country produced just 304 tonnes of petrol, a decline of nearly 15 times compared to the same period last year.

Uzbekistan, however, is investing in expanding its refining capacity and increasing aviation fuel output to meet growing demand. The country's state-owned Uzbekneftegaz aims to produce 1.1 million tonnes of petrol, 983,000 tonnes of diesel, and 310,000 tonnes of aviation fuel by the end of 2026.

Russia's energy industry is facing increased strain due to Ukrainian drone strikes on oil refineries, fuel depots, and transport infrastructure. Russian oil refining fell to its lowest level in 24 years in July 2026, with refinery throughput dropping to around 3.6 million barrels per day.