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Exclusive-Russia to Halt Kazakhstan's Oil Flows to Germany via Druzhba, Sources Say

Published by Global Banking & Finance Review®

Posted on April 21, 2026

3 min read

Last updated: April 21, 2026

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Exclusive-Russia to halt Kazakhstan's oil flows to Germany via Druzhba, sources say - Finance news and analysis from Global Banking & Finance Review

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Quick Summary

Russia will halt Kazakhstan’s oil exports to Germany via the Druzhba pipeline starting May 1, disrupting approximately 43,000 barrels per day. Germany’s PCK refinery in Schwedt, partly supplied by Kazakh crude, is especially impacted.

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Exclusive-Russia to halt Kazakhstan's oil flows to Germany via Druzhba, sources say

Russia's Decision to Halt Kazakhstan Oil Exports and Its Implications

By Gleb Bryanski

MOSCOW, April 21 (Reuters) - Russia is set to stop oil exports from Kazakhstan to Germany via the Druzhba pipeline starting from May 1, three industry sources said on Tuesday.

The sources, who spoke to Reuters on condition of anonymity, said that an adjusted oil exporting schedule has been sent to Kazakhstan and Germany.

Impact on Germany's Fuel Supply

A halt to Kazakh flows would add more uncertainty to Germany's fuel supply as the Iran war disrupts energy shipments from the Middle East only a few years after Berlin's decades-long energy ties with Russia were upended by the war in Ukraine.

Kazakhstan's Oil Export Volumes

Kazakhstan's oil exports to Germany via Russia's Druzhba pipeline totalled 2.146 million metric tons, or around 43,000 barrels per day, in 2025, an increase of 44% from 2024, and 730,000 tons in the first quarter of 2026.

Consequences for the PCK Refinery

A complete halt would remove about 17% of the up to 12 million metric tons of oil a year processed by Germany's PCK refinery - one of the country's largest - in the northeastern town of Schwedt, fuel from which powers 9 out of 10 cars in the Berlin and Brandenburg region.

Official Responses and Comments

Russia's energy ministry did not immediately reply to a request for comment. Kremlin spokesman Dmitry Peskov said he was not aware of a move to stop the oil exports.

"We will try to check it," Peskov told reporters on a daily conference call.

Kazakhstan's energy ministry and the German government did not immediately respond to requests for comment.

Background: Energy Ties and Pipeline Disruptions

Energy Ties Upended

Russia's political and business relations with Germany have been frayed by the conflict in Ukraine. Deliveries of Russian oil were halted after the start of the war and Berlin placed the local units of Russia's largest oil producer Rosneft under trusteeship in 2022.

Kazakhstan's Supply Route and Interruptions

Kazakhstan has supplied oil to PCK via the northern spur of Druzhba, which traverses Poland, since 2023 but supplies have been repeatedly interrupted by Ukrainian drone attacks on the Russian section of the pipeline.

Alternative Shipping Options

A spokesman for Poland's pipeline operator PERN told Reuters the company is ready to ship oil for non-Russian shareholders of PCK via the port of Gdansk if asked to. Schwedt refinery holders include Rosneft, Shell and Eni.

Reporting and Additional Information

(Reporting by Gleb Bryanski; Additional reporting by Dmitry Antonov in Moscow and Marek Strzelecki in Warsaw;Writing by Vladimir Soldatkin; Editing by Jason Neely and Kirsten Donovan)

Key Takeaways

•Russia is stopping Kazakh oil flows to Germany via Druzhba from May 1, per three anonymous industry sources (Reuters)
•Kazakhstan exported about 2.1 million tons in 2025—up 44% year-on-year—equivalent to ~43,000 barrels per day to Germany via Druzhba
•The PCK Schwedt refinery relies in part on these Kazakh supplies; interruptions may raise energy security concerns amid growing EU diversification efforts

Frequently Asked Questions about Exclusive-Russia to halt Kazakhstan's oil flows to Germany via Druzhba, sources say

1When will Russia stop Kazakhstan's oil exports to Germany via the Druzhba pipeline?

Russia is set to stop Kazakhstan's oil exports to Germany via the Druzhba pipeline starting from May 1.

2How much oil did Kazakhstan export to Germany through the Druzhba pipeline?

Kazakhstan's oil exports to Germany via the Druzhba pipeline totaled 2.146 million metric tons in 2025.

3Why are Kazakhstan's oil supplies to Germany being interrupted?

Supplies have been interrupted due to Ukrainian drone attacks on the Druzhba pipeline in Russia.

4Which German refinery relies on Kazakh crude delivered via the Druzhba pipeline?

Germany's PCK refinery in Schwedt is supplied partly by Kazakh crude via the Druzhba pipeline.

5What caused the decline in Russian oil deliveries to Germany?

Deliveries declined after Germany placed Rosneft's local units under trusteeship and following Russia's conflict with Ukraine.