That's quite the picture.
$52 oil plus Ukraine's effective sanctions on the storage and transport infrastructure....
The market is massively overvalued.
Ever left some 15% ethanol blend in a container for a year without stabalizer? Oopsy on my part but it formed small chunks. Also turned a bright yellow.
I would guess they are pushing the ethanol percentage combined with higher contaminates in the fuel.
Active AA for the tankers would require the Russian Navy to leave their hiding spots... and get sunk.
Ritolia estimates Russian gasoline production is currently running at around 20% below domestic demand because of the Ukrainian strikes, with refinery runs (the amount of crude oil refineries are processing) at multi-year lows.
Looks like rationing fuel is going to be a theme for months.
Hard decisions have to be made on air defense.
A critical refinery providing 10% of the nations fuel during a nationwide shortage due to ongoing attacks, VERSUS the dictators vacation home (currently torn down and being rebuilt).
Obviously the dictators vacation home is more important.
Unfortunately they have to decrease the warhead size on the long distance strikes. So takes more drones to create significant damage. They don't have the boom.
The good news is it looks like enough of them got through to fuck things up a bit.
The likely only reason they were in the air was to prevent them from being hit out in the open on the tarmac.
Since they were in the air anyway, they might as well attempt (and fail) to hit the drones.
Ukraine might already have a effective counter-measure. Some of their intercepter drones with an initial speed boost from a model rocket motor. These can get going fast enough to catch them.
What's interesting is that jet powered shaheds can go up to 600km/hr but they consume too much fuel at those speeds. This limits their range significantly. So they are being intercepted at slower speeds to conserve fuel.
https://thedefender.media/en/2026/07/jet-powered-shaheds-intercept/
At this point every strike hurts them deeper and delays their recovery. The economic cost of theses strikes will last for years.
Soon there will be shortages in the stores.
Harvest season is also coming. Russia will have dedicate massive amount of fuel to agriculture and getting the harvest in.
I stole it of course.

I think the Russian stock market is going to have a tough few decades at this rate.