quote: ➡️ A couple of thoughts after the drone raid on the Moscow refinery : 1️⃣ This will have no effect on Russian diesel exports - they were effectively at zero already - but may put off the day when they restart and bring relief to record-high international crack spreads. 2️⃣ Russian drone defenses have improved over the last year (see our Substack 👇), as raid sizes have had to increase by 5-7x over the last year to still have an effect. The eternal race between spear and shield goes on. #OOTT #Russia #Diesel | Mayor reports damage at Moscow oil refinery https://tass.com/emergencies/2190195