Russia can’t rebuild its oil capacity—and the global market will feel it (INFOGRAPHIC)
Deutsche Bank sees a 2 million-barrel surplus in 2026, but chronic funding gap sets up a post-2027 supply shock.
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International Energy Agency
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Global energy watchdog: Russian refineries won’t recover before mid‑2026 after Ukraine’s strikes
Of course, the assessment does not account for the impact of future attacks in the ongoing deep-strike campaign.