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The ongoing drone operations by Ukraine targeting Russian energy assets have resulted in what experts describe as the most severe fuel crisis in Russia in decades. Following the attack on Gazprom's oil refinery in Moscow, fuel and diesel availability at St. Petersburg service stations has been restricted to between 20 and 100 litres per vehicle, with similar limitations extending to adjacent areas. Revenue from oil exports, which serves as Russia's main source of funding for its military efforts, is on the decline. In a notable contrast, the United States has experienced a surge of approximately $50 billion in oil export income since the onset of the disruptions between Iran and Russia, with five states in the US emerging as the primary gainers from this shift in the global energy landscape.

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00:00Russia is running out of fuel. Ukraine's drone strikes on oil refineries are working.
00:05And the evidence is now on the ground inside Russia. Fuel rationing is spreading from St.
00:10Petersburg across multiple Russian regions. Vehicles are limited to as little as 20 liters
00:16at some stations. The Moscow oil refinery drone strike sent massive black smoke plumes across the
00:22city and permanently reduced Gazprom's refining capacity. Russia's primary war funding mechanism
00:28is oil revenue. Cut that revenue. And you cut the war machine. Here is the part that directly
00:35affects the United States. The New York Times analysis estimated the U.S. gained approximately
00:40$50 billion in additional oil export revenue. Since the start of the Iran war and Russian
00:46disruptions, five U.S. states—Texas, Louisiana, North Dakota, Wyoming, and Alaska—are the primary
00:54beneficiaries of that global energy rebalancing. Russia's fuel crisis is, quite literally,
01:00benefiting American energy producers.
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