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)

April 7 – 13

• On the night of April 9, eight UAVs were spotted within 4 km of the South Ukrainian NPP.
• Energoatom CEO Petro Kotin said in an interview that the restart of Zaporizhzhya NPP under Russian control is dangerous, and that it will take up to two years for Ukraine to restart the plant in peacetime following the return of ZNPP under control of Ukraine.
• The Ministry of Social Policy of Ukraine has released statistics on utility subsidies: during the heating season of 2024-2025, about 1.6 million households received assistance, with the total amount of subsidies exceeding UAH 12.5 billion. 
• President of Ukraine Volodymyr Zelenskyy announced the allocation of UAH 2 billion from the state budget reserve fund to support 200 frontline communities. The funding is intended to cover the priority needs of the regions, including rapid emergency restoration work after shelling and repair of heat and gas supply networks.
• Ukraine’s power system remained balanced during the week, despite the consistently high level of electricity consumption. The main factors behind the increase in load were a significant drop in air temperature, which was accompanied by night frosts, and cloudy weather in most of the country.
• Commercial electricity exports during the week decreased by 20% to 14.5 GWh, while electricity imports increased by 41% to 82.3 GWh.
• The monthly Base BCM (bilateral contracts market) index for April remained at 4,782.5 UAH/MWh (–14.8% compared to March).
• Over the week, the average hourly price of electricity on the day–ahead market (DAM Base index) decreased to 4,372.6 UAH/MWh (–3.9%). The total volume of electricity sold on the Ukrainian DAM increased to 573 GWh (+9.4%).
• The Government approved the draft Law “On Amendments to the Law of Ukraine “On the Electricity Market” to Regulate the Security of Electricity Supply” developed by the Ministry of Energy. The purpose of the document is to strengthen state control
  over market participants, to oblige them to comply with the requirements for repair and modernization of equipment, fuel accumulation, and rules for limiting or terminating electricity supply.
• According to industry media, the bidders for the tender for the construction of new generating capacity offered prices ranging from 300 to 840 tsd EUR per 1 MW of installed capacity. The winners of the tender are Stantsiya Industrialna LLC (25 MW
  for 780 tsd EUR/MW including VAT), Magnat Energo LLC (79 MW for 549.6 tsd EUR/MW including VAT), JV AgroDar LLC and Radosvit Agroholding LLC (facilities for 557,1 tsd EUR/MW including VAT), North Land LLC (6.9 MW for 648 tsd
  EUR/MW including VAT), Kryvyi Rih Cement PrJSC (facilities for 400 tsd EUR/MW including VAT) and Power 1 LLC (facilities in Zakarpattia for 300 and 400 tsd EUR/MW including VAT).
• According to the National Bank of Ukraine, between June 1, 2024 and March 31, 2025, banks received 4,086 applications for loans for energy infrastructure restoration projects worth UAH 83.9 billion and financed projects worth about UAH 16.7 billion with a total generating capacity of over 639 MW.
• Physical imports of gas from Hungary amounted to 33.9 mcm over the reporting week (April 6–12) (+16.2% week–on–week), 24.5 mcm from Poland (+51.2%), and 2.1 mcm from Moldova (–35.6%).
• As of April 12, 0.7 bcm of gas was accumulated in Ukrainian underground storage facilities, or 2.4% of the total working volume. Withdrawals during the week amounted to 111.2 mcm (+82.6% compared to the previous week).
• The Government extended until October 31, 2025 the Resolution on the imposition of special obligations on natural gas market participants regarding preferential gas supplies to heat producers and public institutions.
• The net profit of GTS Operator of Ukraine LLC for 2024 amounted to UAH 2.8 billion, 75% of which (UAH 2.1 billion) will be used to pay dividends to the state budget.
• Naftogaz Group recovered more than half of the gas production lost due to more than 8 Russian missile and drone attacks in 2025, says Roman Chumak, acting CEO of Naftogaz.
• According to media reports, as of April 11, the average retail price of A–95 gasoline decreased by UAH 0.11 to 55.65 UAH per liter. Premium gasoline (A–95+) went up by UAH 0.03 to 59.43 UAH/l, while diesel fell by UAH 0.15 to 54.29 UAH/l. The price of liquefied petroleum gas (LPG) decreased by UAH 0.07 to 36.05 UAH/l.
• At the EU–Ukraine Business Summit, the European Commission announced the launch of the second round of the Call for Expressions of Interest under the Ukraine Investment Framework (an investment mechanism established to support Ukraine’s economic recovery under the Ukraine Facility).
• Ukraine will receive EUR 300 million from the European Investment Bank (EIB) to restore its energy sector and critical infrastructure. The relevant agreements were signed in Brussels during a meeting between Prime Minister of Ukraine Denys Shmyhal and EIB President Nadia Calviño.
• Ukraine and Switzerland signed an agreement to increase financial support within the framework of the Competition for Ukraine’s Recovery Projects from 50 to 100 million Swiss francs. The competition is open to Swiss companies that are already operating in Ukraine and can help rebuild the country.
• Ukraine and Japan signed a USD 58 million grant agreement to officially launch the fourth phase of the Emergency Recovery Program for Ukraine. The program is being implemented by the Ministry of Communities and Territorial Development jointly with the Japan International Cooperation Agency (JICA).