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Drone Warfare Turns Oil From a Resource Into a Liability

3 0
08.07.2026

I visited Omsk once, or at least its airport; we were en route from Moscow to Ulan Ade on the Mongolian border, and the Aeroflot flight landed there to refuel. (It was a memorable journey; this was still the Soviet Union, and on boarding for the full-day flight, the stewardess handed each passenger a baggie with a scrawny chicken drumstick). All of which is to say, I’m equipped to pronounce, with the gravitas proper to a pundit, that Omsk is long ways from anywhere else.

Including the Ukrainian border, which makes it remarkable that Ukraine's President Volodymyr Zelenskyy’s drone specialists managed to fly a whole squadron of their craft more than 2,500 kilometers from home and bomb the heck out of Russian President Vladimir Putin’s largest oil refinery. It was the high point of an ongoing campaign designed to highlight what may be Russia’s greatest weakness: that it, like a number of other countries, is heavily dependent on oil.

Just as US President Donald Trump has proposed building American prosperity on the back of “energy dominance" via “liquid gold,” oil was supposed to be Russia’s strength, the source of its greatest riches. (John McCain memorably called it a “gas station with nukes.”) And indeed in the early days of the war, Russia flexed its hydrocarbon muscle, threatening to cut off Europe’s gas supply. Throughout its invasion of its neighbor, Russia has relied on the often-covert export of oil via its fleet of “shadow tankers” to keep revenue flowing. Trump of course made this easier and more profitable for his buddy by temporarily lifting sanctions in the wake of our own ill-advised attack on Iran.

But if our attack on Iran has made other nations demonstrably more nervous about relying on the import of hydrocarbons, Ukraine’s attacks on Russia’s petroleum network should make them nervous about depending on the stuff even if they don’t have to bring it in from afar. It turns out that in the drone age it’s a very risky business, because it relies on colossal pieces of infrastructure that can’t be easily defended.

Once you can run cars and heat pumps and cooktops off the power those panels and turbines generate, then you’re far more protected against attack.

One of those is the supertanker—there was one on fire Tuesday in the Gulf, apparently hit by an Iranian missile because it strayed from the Tehran-approved shipping lane. Ukrainian drones attacked another Monday in the Sea of Azov, crippling the vessel. There’s essentially no defense for these slow-moving giant ships if an adversary with a few drones wants to take one out—they are, after all, a floating pool of flammable liquid.

Another vulnerability is the terminal where you load and unload the crude—Ukraine got one of those Monday too, in occupied Crimea:

The facility serves as a major logistics hub for petroleum products on the occupied peninsula, handling the receipt, storage, and transfer of oil between rail infrastructure, storage tanks, and tankers

And a third—and perhaps most exposed—is the refinery. An oil refinery is one of the most specialized pieces of equipment humans have ever built; anyone who’s ever driven by one on the highway will recognize that the tangle of pipes and tanks that makes each so complicated. It’s an industry truism that no two are alike.

That means that they’re highly vulnerable. If you aim your drone well, maybe it will smash, say, the ELOU-AVT-11 Unit, which at Omsk is what they call the thing that does the initial distillation and desalination of the crude. Without it, the secondary units that produce, say, gasoline and jet fuel have nothing to work with. And this is highly complicated equipment not easy to replace—given Western sanctions, the current guess is six months to a year. And it’s not as if Ukraine has hit just that refinery—in fact, it was one of the last squares on a drone pilot’s bingo card. As Illia Kabachynskyi reports:

It's also worth remembering that Ukraine has already hit all 10 of Russia's largest refineries, some of them more than once. That means it's no longer a single plant waiting for repairs—it's effectively all of them at once, which piles additional pressure on repair crews and on the supply of replacement parts that are hard to source under sanctions.

Russia started this energy war, of course—over the years of the conflict it has targeted heating plants and the like, trying to freeze the fighting spirit out of the Ukrainians during their long winters. It’s been effective at producing cold, but not at winning the war; along with the attacks on schools, hospitals, and other civilian targets it seems to have helped reinforce the Ukrainian will to resist.

Now—with far more attention to avoiding civilian casualties—the Ukrainians are striking back, at defense plants, and especially at refineries. As Zelensky said Tuesday morning:

The very idea of Russia having a strategic rear is gone. For a long........

© Common Dreams