Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review

 November 18-24

• Russian attack on November 17 hit 3 out of 5 DTEK TPPs – media.
• Electricity supply has been restored to about 565,000 consumers – Ministry of Energy.
• The occupied ZNPP lost power twice from the 750 kV line, remaining on a single 330 kV line.
• Consumer restrictions lasted for 57% hours of the week, and due to the power shortage, the Base DAM index increased to 5,450.5 UAH/MWh (+1%).
• Gas production in 2024 will reach 19.1 bcm – Association of Gas Producers.
• Due to sanctions imposed by the National Security and Defense Council of Ukraine, Smart Energy’s production licenses are suspended for the second time.
• Ukrnafta signs an agreement with Shell to acquire 51% of Alliance Holding (118 filling stations).
• The government approved a plan to provide one–time aid for residents, “Winter eSupport” (UAH 1 thousand).
• The 2025 state budget provides UAH 115 billion for state guarantees to restore critical infrastructure.
• The UNDP and the Japanese government handed over critical energy equipment to Kharkiv and Odesa.
• Italy will invest EUR 200 million in restoring Ukraine’s power system. The EBRD will provide a EUR 50 million loan to Kyiv to ensure the liquidity of Kyivteploenergo. RVO presented a partnership program worth EUR 32.5 million. Lithuania will allocate EUR 10 million for Ukraine’s urgent reconstruction.