40% of Russia's Oil Export Capacity Halted Amid Sustained Ukrainian Drone Campaign

Reuters reported on March 25 that approximately 40% of Russia's oil export capacity had been halted due to a combination of Ukrainian drone strikes on port infrastructure, pipeline damage, and tanker seizures. Affected terminals include Ust-Luga and Primorsk on the Baltic Sea. Ukraine's drone campaign has effectively doubled its pace in early 2026, with about four targets struck every night. Russia's Security Council Secretary Shoigu admitted no Russian region is safe from Ukrainian strikes. Ukraine's strategic goal is to curtail Kremlin oil revenue financing the invasion and reduce fuel supplies to frontline Russian forces.