LUKOIL PJSC, a prominent Russian energy company, is currently navigating significant challenges within the country’s fuel supply chain. The company, which specializes in the exploration, production, refining, transportation, and marketing of oil and gas, primarily operates in Western Siberia. LUKOIL also engages in the manufacturing of petrochemicals, fuels, and other petroleum products, with operations extending to refineries and gasoline filling stations in both Russia and the United States. The company’s logistics include transporting oil via pipelines and shipping petroleum products.
The recent surge in Ukrainian drone attacks on oil refineries has exacerbated the strain on Russia’s fuel supply chain. These attacks have led to the reinstatement of rationing measures in several regions, including Orenburg and Lipetsk. The measures include limiting sales by license plate and capping gasoline and diesel per driver, alongside prohibiting the filling of fuel canisters. The Orsk refinery, a key facility, has sustained damage, with repairs anticipated to take several months.
In response to these disruptions, energy companies such as Gazprom, Lukoil, Rosneft, and Teboil are operating under tighter controls. Regional authorities have issued warnings that fuel deliveries may remain constrained, potentially resulting in higher prices and logistical challenges. The situation remains fluid, with ongoing attacks posing a continuous threat to the distribution network across Russia’s industrial and transport sectors.
Financially, LUKOIL PJSC is listed on the Moscow Stock Exchange, with a market capitalization of 2,790 billion RUB. As of August 13, 2026, the company’s close price was 4,302.5 RUB, with a 52-week high of 6,669 RUB on September 11, 2025, and a 52-week low of 3,952.5 RUB on July 16, 2026. The price-to-earnings ratio stands at 28.38.
For more detailed information on LUKOIL’s activities and offerings, stakeholders and interested parties can visit their official website at www.lukoil.com .
