DiXi GroupPublications2026Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review
Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review
26.08.2026
August 17 – 23
On the night of August 20, Russia launched a massive missile and drone attack on Ukraine’s energy infrastructure, leaving approximately 90,000 customers without power in Kyiv and 13,000 in the Odesa region; outages were also reported in the Donetsk, Zaporizhzhia, Dnipropetrovsk, Kharkiv, Sumy, and Chernihiv regions.
The Verkhovna Rada passed a law on the corporatization of “SkhidGZK,” which is intended to create conditions for the preservation and development of Ukraine’s sole enterprise engaged in uranium ore mining and uranium concentrate production. The next step is to merge the enterprise with NAEK “Energoatom” and create a vertically integrated holding company that will cover the entire cycle – from uranium mining to electricity generation.
The government allocated UAH 35 billion for the implementation of the Energy Resilience Plans, primarily to protect energy and critical infrastructure and to deploy backup heat supply sources ahead of the heating season.
As part of its Action Program, the Cabinet of Ministers identified the following key tasks in the energy sector for 2026–2027: commissioning at least 800 MW of gas-fired generation (goal for 2026), the repair of 8 GW of generating capacity, strengthening the protection of energy facilities and increasing fuel reserves, as well as preparing for the integration of the electricity and gas markets with the EU’s internal market.
By the end of 2026, the government’s plan is to increase the available capacity in the power grid from the current 15 GW to 21.4 GW through repairs, restoration, and the commissioning of new facilities, while simultaneously strengthening the protection of energy facilities and developing distributed generation and energy storage systems — Energy Minister Denys Shmyhal.
The NEURC designated JSC “Market Operator” as Ukraine’s first nominated electricity market operator (NEMO), which is a necessary institutional prerequisite for the future integration of Ukrainian day-ahead and intraday markets into European market coupling mechanisms (SDAC/SIDC).
Germany will provide EUR 50 million for the restoration of the New Safe Confinement at the Chornobyl Nuclear Power Plant, which was damaged by a Russian drone; the EBRD has preliminarily estimated the total cost of the restoration at approximately EUR 500 million. The European Commission, the United States, and Norway are also ready to contribute to the funding.
The government expanded protection for non-household consumers against forced restrictions on electricity supply to power purchased from distributed generation producers, in particular gas engine and gas turbine plants, while raising the minimum share of consumption that must be covered by imports, own generation, or distributed generation from 60% to 80%.