01.04.2024
Russian War Against Ukraine: Energy Dimension | DiXi Group Alert – weekly review
March 25 – 31
- On the night of March 29, the enemy used 99 airborne weapons (drones and missiles) against energy facilities. Power generation facilities, including 3 thermal power plants of DTEK Group, Kanivska and Dnistrovska hydropower plants, and one of gas infrastructure facilities were affected.
- On March 30, an UAV attack disconnected equipment at a substation in the Odesa region. On the night of March 31, Russia attacked several Ukrenergo substations in the Odesa region, with short-term disconnections of a CHP and over 170,000 consumers. In addition, the enemy once again attacked one of Naftogaz facilities (allegedly, gas storage).
- As a consequence of the March 22 attack, all units of Burshtynska, Ladyzhynska and Zmiivska TPPs were destroyed from complete to significant level. Restoration of the Dnipro HPP hydraulic units will take 18-24 months.
- A list of urgent needs is being prepared to restore the capacities of energy companies, to be handed over to partners – the Minister of Energy Herman Halushchenko.
- As of April 1, a total of 412 settlements were offline due to hostilities and technological disruptions.
- Given the significant damage to infrastructure, Ukrainian cities decided to end the heating season ahead of schedule. It could potentially save 500 mcm of gas – so the CEO of Naftogaz Oleksii Chernyshov.
- The occupiers still have not provided timely and proper access for IAEA experts to all areas of the occupied Zaporizhzhia NPP important for nuclear and physical safety.
- Commercial imports of electricity were performed in the amount of 89.3 GWh (+82% WoW).
- The monthly Base BCM index for March remained at 2,409 UAH/MWh, and the index for April increased to 2,662.5 UAH/MWh (+7.6%). Base DAM index stood at 3,338.6 UAH/MWh (-3.4%).
- Ukrtransgaz and GTSOU announced that, in April, stress test results will be published confirming the reliability of the Ukrainian underground storages and transmission system even under enemy attacks.
- GTSOU plans to maintain the current conditions for system use for the entire 2024/2025 injection season and to diversify available gas transmission routes.
- The NEURC approved the Requirements for Ensuring Integrity and Transparency in the Wholesale Energy Market, as well as the Procedure for Submitting Information on Business and Trade Operations Related to Wholesale Energy Products.
- Also, the Regulator published the Register of Electricity Facilities and Installations of Consumers (including Active Consumers) Using Alternative Energy Sources for Electricity Production.
- The Asset Recovery and Management Agency (ARMA) appealed to the National Security and Defense Council and the Verkhovna Rada to resolve the issue of extraction at the Sakhalinske field.
- Ukraine and Poland signed a Memorandum of Cooperation in the energy sector.
