Zelensky Says Ukraine Will Resume Strikes on Russian Oil Refineries

The signal here is less about the strikes themselves than about the absence of parameters: no timeline, no targets, no operational detail, which leaves markets to price intent rather than capacity. Refinery risk matters because it feeds directly into refined product balances and the wider energy complex, so the real question is whether this remains rhetoric or translates into a sustained campaign. Watch whether follow-through materialises and how Russian export flows and refining runs respond — that, not the statement, is the variable that carries market weight.