February 23 – March 1

  • On the night of February 26, Russia launched another massive attack on Ukraine’s energy system, resulting in power outages in the Dnipropetrovsk, Odesa, Donetsk, Zaporizhzhia, Poltava, and Kharkiv regions. Due to the emergency shutdown of several high–voltage lines, nuclear power generation had to be reduced and additional consumption restriction schedules were introduced.
  • During four years of full–scale invasion, Russia has carried out 5,796 attacks on Ukraine’s power grid, and 247 power engineers have been killed while performing their duties. Ukrenergo substations have been attacked more than 900 times, with five of them suffering more than 30 strikes each.
  • During the reporting week, all regional military administrations submitted to the government their regional energy resilience plans for the autumn–winter period of 2026/2027, which cover the protection of critical infrastructure, the development of distributed generation, alternative power supplies, and decentralization of thermal generation, and identify priority facilities, capacity, equipment, and financing needs.
  • The Ministry of Energy of Ukraine, in cooperation with the World Bank, has begun preparing a long–term Energy Strategy for Ukraine, which will define a new model for the development of the energy system and a roadmap for its restoration and modernization based on a scenario approach with an emphasis on security, European integration, social component, and market mechanisms.
  • The Naftogaz Group announced the first delivery of American LNG to Ukraine via the terminal in Klaipėda with the participation of Ignitis Group and via the German ReGas terminal on the island of Rügen in partnership with TotalEnergies, which is part of a diversification strategy amid attacks on gas infrastructure.
  • The Ministry of Development, together with the World Bank, presented the results of RDNA5 — an assessment of Ukraine’s losses and needs for the period from February 24, 2022, to December 31, 2025, according to which the total need for restoration and reconstruction for the next 10 years is USD 588 billion. The need for restoration and modernization of the energy sector is estimated at USD 90.6 billion (+34% compared to the previous report), of which USD 71 billion is for the electricity sector, USD 6.4 billion for the heating sector, USD 5.2 billion for the gas infrastructure, and USD 4.6 billion for the oil sector, with an immediate need of USD 4.9 billion for 2026.
  • Under the new $8.1 billion IMF program, Ukraine committed to publish a technical analysis of quasi–fiscal operations in the gas, electricity, and heating sectors by the end of July 2026, amend the Law on the NEURC in accordance with the recommendations of the Energy Community (by end April 2026), and to update the charter of Energoatom regarding the procedure for appointing management.
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