Bloomberg Surveillance · Thursday, July 30, 2026
The emergence of Ukraine as a significant drone power is posing a new threat to global refining and tanker infrastructure. Attacks on Siberian refineries and a US-owned vessel in Egypt highlight the vulnerability of these assets. This development underscores the increasing importance of domestic energy security and robust infrastructure.
“The other thing i'd highlight is two things. One is Ukraine had a drone attack on Siberian refinery the other day. That's oney eight hundred kilometers actually miles, I think it's a long way. And the other mystery at the moment is that a US owned gas floating a storage vessel in Egypt was blown up by a drone with no one claiming the responsibility for that. But that was another thing that was a very strange outcome. Bottom line is the drone, you know, the emergency drones. The emergence of Ukraine as a global superpower in drones makes all of this refining and tanker infrastructure incredibly vulnerable in a way that it wasn't previously.”
“And the need for domestic energy, which the US has in abundance domestic infrastructure heavily defended, is going to become a very very important thing more than it was previously. And in that regard, the America's look in very good shape.”