Russia to Halt Kazakh Oil Exports to Germany: A New Energy Disruption

Russia is gearing up to stop oil exports from Kazakhstan to Germany through the Druzhba pipeline starting May 1, as confirmed by three industry sources who spoke to Reuters under anonymity. The revised oil exporting schedule has now been communicated to Kazakhstan and Germany, adding another layer of complexity to fuel supply logistics.

The potential halt of Kazakh oil flows introduces further challenges for Germany's energy infrastructure, as conflicts in the Middle East and the Ukraine war have already disrupted energy shipments. In 2025, Kazakhstan's exports to Germany via Druzhba accounted for approximately 2.146 million metric tons, with a significant growth of 44% from 2024, and 730,000 tons in early 2026.

A full suspension would see around 17% of the 12 million metric tons of oil processed annually by Germany's PCK refinery in Schwedt removed from the equation. This facility is a key source of fuel, powering 90% of cars in Berlin and Brandenburg. While Russia's energy ministry and German officials have yet to comment, the situation remains tense as logistical challenges persist.