$VLO $MPC $PSX $DK $CLMT This is a new strike. The fire and videos circulating today (22 September 2026) follow an overnight drone attack on the Kuibyshev (Kuybyshevsky) Oil Refinery in Samara. The plant has been hit multiple times before, including March 2024, August 2025, January 2026, and 10 June 2026 (when Reuters reported both primary distillation units were damaged and processing halted). Refinery stats (Rosneft, Samara hub): •Design capacity: about 7 million tonnes of crude per year. •2024 actual throughput: 4.7 million tonnes (~94,400 barrels per day). •2024 output included roughly 0.8 million tonnes of gasoline, 1.4 million tonnes of diesel, and 1.3 million tonnes of fuel oil; it also produces jet fuel and other products. •Two main primary crude distillation units (AVT-4/CDU-4 and AVT-5/CDU-5), each rated around 10,000 tonnes per day (~73,000 bpd). Current reports point to fire at a primary unit, with some OSINT identifying AVT-5.18 The plant is one of three Rosneft refineries in the Samara cluster (alongside Novokuibyshevsk and Syzran). Syzran has been offline since a May 2026 strike. The facility sits more than 900 km from Ukraine and supplies motor fuels, including for military use. Exact damage and downtime from today’s strike are not yet officially confirmed.