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

Dear subscribers! Due to the suspension of funding for all US foreign assistance programmes for 90 days, the weekly review ‘Russian War Against Ukraine: Energy Dimension’, which used to be prepared within the framework of the USAID Energy Sector Transparency project, will be temporarily published in a limited format – as a summary of the main events in the sector.

At the same time, DiXi Group NGO has prepared a survey for subscribers to receive feedback on the priority thematic sections of the review that should be continued to be covered. This will allow the team to match the interests of readers with available resources and develop an optimal format for the weekly review during the period of suspension of USAID support.

We would like to thank our audience for their continued interest in the weekly review ‘Russia’s War on Ukraine: The Energy Dimension’. We would also like to assure you that we will continue to look for opportunities to develop this information and analytical product in order to meet the interest of our audience in a timely and high–quality manner.

Survey in English (for international readers)

March 31 – April 6

• Since the moratorium on strikes on energy facilities came into effect and until March 25, Russians have attacked Ukrainian energy infrastructure at least 8 times – Dmytro Lytvyn, advisor to the President of Ukraine.
• ‘Energoatom’ categorically condemns attempts to legitimize the illegal management of Zaporizhzhia NPP. The company emphasized that any statements about ‘restarting’ ZNPP units under the control of Rosatom is a direct violation of nuclear and radiation safety standards. The conditions created by the occupiers (limited communications with the grid, exhaustion of the design life of nuclear fuel, unqualified unlicensed personnel) give good reason to believe that restarting the plant in its current state is technically impossible.
• In 2025, Ukraine plans to install 280 cogeneration units and more than 140 modular boiler houses – Prime Minister Denys Shmyhal.
• Under the third phase of the Recovery Program, 131 projects totaling UAH 4.5 billion were approved, of which 37 projects worth UAH 1.1 billion will address energy resilience of communities. The projects should be completed by the beginning of the next heating season.
• The Government has adopted an Action Plan to implement the recommendations of the European Commission presented in the Ukraine Report under the 2024 EU Enlargement Package. The planned measures in the energy sector include the adoption of the Electricity Integration Package in August 2025, and the adoption of a roadmap for gas market liberalization jointly with the European Commission in May 2025.
• Commercial electricity exports for the week decreased by 53% to 18.1 GWh, while imports increased by 20% to 58.4 GWh.
• The monthly Base BCM (bilateral contracts market) index for April was formed at 4,782.5 UAH/MWh (-14.8% compared to the index of March).
• The average hourly price of electricity on the day-ahead market (DAM Base index) decreased to UAH 4,550.3/MWh over the week (-16.2%). The total volume of electricity sold on the Ukrainian DAM increased to 524 GWh (+1%).
• The government supported the decision to raise a USD 70 million loan from the International Bank for Reconstruction and Development under a state guarantee for Ukrhydroenergo to implement a project to install hybrid power generation systems.
• The Commission of NPC Ukrenergo admitted 19 projects from 10 companies with a total capacity of more than 440 MW to the next stage of the tender for the construction of new generating capacities. Among the companies that have qualified are PJSC Ukrnafta with three projects (in the Poltava, Cherkasy, and Lviv regions), as well as other companies with facilities ranging from 6.9 to 79 MW in different regions of Ukraine.
• Between September 2024 and March 2025, the debt of Guaranteed Buyer to renewable electricity producers decreased by 37.7%, from UAH 35.8 billion to UAH 22.3 billion.
• Between March 30 and April 5, physical gas imports from Hungary amounted to 29.2 mcm (-38.2% compared to the previous week), from Poland – to 16.2 mcm (6.2 times more compared to the previous week), and Moldova – 3.2 mcm (-1.9%).
• As of April 5, 0.8 bcm of gas was accumulated in Ukrainian underground gas facilities, or 2.7% of their total working volume (excluding 4.662 bcm of so-called ‘long-term storage gas’), withdrawals for the reporting week amounting to 60.9 mcm (-38.2% compared to the previous week).
• Since the beginning of 2025, Naftogaz imported about 800 mcm of gas to compensate for losses due to shelling, which led to a decrease in gas production.
• Ukrnafta earned UAH 16.38 billion in net profit in 2024. At the same time, the company significantly stepped up drilling (32 thousand meters drilled, 280% increase compared to the previous year) and launched 10 new wells with higher than expected production rates; in 2025, Ukrnafta plans to drill another 30 wells.
• Ukraine received another tranche of EUR 3.5 billion from the EU under the Ukraine Facility. It became possible due to the fulfillment of 13 indicators envisaged in the Ukraine Plan for the 4th quarter of 2024. EUR 3.1 billion of the amount received are concessional loans, and EUR 400 million are grants.