russia says ukrainian drone strike on ryazan kills 28 including children

The drone strike on Rosneft's Ryazan oil refinery disrupts Russian refining capacity, potentially reducing output of refined products (diesel, gasoline) and impacting domestic supply. This is a supply-side shock specific to Russia's refining sector, with possible spillover to global refined product markets if exports are affected. The attack also signals increased vulnerability of Russian energy infrastructure, which may raise risk premiums for Russian oil and refined products. The channel is supply_shortage (refining capacity loss) and regulatory (conflict-driven disruption). The impact is region/country-specific (Russia) but could affect global refined product prices if exports decline.