DiXi GroupPublications2026Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review
Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review
03.06.2026
May 25 – 31
The NEURC published a draft resolution that provides for an increase in Ukrenergo’s electricity transmission tariff from 742.91 to 903.53 UAH/MWh (+21.6%), and for “green” metallurgy producers – from 378.49 to 535.97 UAH/MWh (+42%). The revision is due to a decrease in projected electricity transmission and supply volumes, the rise in the euro exchange rate, and increased costs, particularly for covering technological losses (from 11 to 15 billion UAH) and renewable energy load reduction services.
The Cabinet of Ministers more than tripled the annual RES support quota for 2026 – from 330 MW to 1 GW – specifically increasing the quota for wind power plants from 250 to 700 MW and, for the first time, introducing a separate quota of 100 MW for solar power plant projects with energy storage systems. At the same time, support auctions have been postponed to September 2026, and indicative quotas for 2027–2030 have been revised upward slightly.
Ukrainian communities have already commissioned over 200 MW of gas-fired generation within the framework of their energy resilience plans (13.3% of the planned 1.5 GW).
The regulator adopted a resolution providing for the conversion of capacity on interstate gas interconnections from volume units to energy units (MWh/day) and introduced a mechanism for the corresponding recalculation of natural gas transmission tariffs without changing their actual level.
The NEURC set the natural gas storage tariff for JSC “Ukrtransgaz” at 0.36 UAH per 1000 cubic meters per day (-10% from the current level), and the tariffs for injection and withdrawal – at 290.45 UAH per 1,000 cubic meters (+19.3% and +14.8%, respectively), based on a projected annual injection of 8.08 bcm, withdrawal of 8.40 billion cubic meters, and an average gas volume in UGS facilities of 11.3 billion cubic meters.
In the first quarter of 2026, household debt for utility services decreased by 10.7% to 101.2 billion UAH, while the payment rate for billed services stood at 94.1%. The largest debts were accumulated for heat and hot water (UAH 39.8 billion), natural gas (UAH 36.2 billion), and electricity (UAH 18.8 billion).
Dragon Capital raised approximately EUR 600 million for three investment funds that finance projects related to Ukraine’s reconstruction, infrastructure, and small and medium-sized businesses, and plans to increase this amount to EUR 1 billion by the end of the year. About 65% of the raised funds will be directed toward infrastructure, primarily new energy, transportation, and digital projects, as well as promising wind power projects.