Kazakh refinery deal could ease Russia’s front-line fuel pressure—but it covers just 0.3% of demand

Kazakhstan’s privately owned Kondensat refinery will process Russian crude and return about 70% of the resulting petroleum products to Russia, Kazakh Energy Minister Yerlan Akkenzhenov said on 25 August, Radio Liberty reported.
Based on figures reported by Radio Liberty, the roughly 70% of Kondensat’s maximum gasoline output bound for Russia would amount to about 0.3% of the country’s daily summer gasoline demand. That makes the arrangement a limited stopgap rather than a solution. John Roberts of the Atlantic Council nevertheless told the outlet that even small additional supplies could help during an acute shortage, including at the front: “It helps, but it doesn’t solve the problem.”
Ukrainian drone strikes have knocked dozens of Russian refineries offline in recent months, forcing Moscow to restrict fuel exports and reimpose rationing, Radio Liberty reported. Gasoline caps returned to Moscow and St. Petersburg in August, while Rosneft reportedly limited fills to 30 liters per car at every station nationwide.
Kondensat has processed Russian oil before. The refinery began handling supplies delivered through Tatneft’s TANECO refinery in 2024, when Kazakhstan and Russia agreed to permit exports of fuel produced from Russian feedstock back to Russia. The arrangement was renewed in 2025, according to Radio Liberty.
Central Asia has no spare refining capacity that could materially change Russia’s situation, Ukrainian energy analyst Hennadiy Riabtsev told Radio Liberty’s Schemes project. Possible contributions from Kazakhstan, Kyrgyzstan, India, China, and Belarus would remain a drop in the ocean for the Russian market, he said.
Prospective suppliers also understand that Russian fuel demand supports the war effort and that assisting Moscow could carry sanctions risks, Ukraine’s presidential sanctions commissioner, Vladyslav Vlasiuk, told Schemes. Kyiv therefore does not expect a queue of countries willing to supply Russia with petroleum products, he said.
Russia’s fuel shortage gives Kazakhstan room to bargain
Russia’s shortage has spread from gas station queues to farming and public transport, with fuel-sale restrictions officially covering more than 40 regions by July, Euromaidan Press reported, citing The Moscow Times. Moscow’s export restrictions have also raised prices and tightened supplies across Central Asia.
Yet Russia’s growing dependence gives Kazakhstan additional bargaining room. Ukrainian strikes have previously prompted Russian retailer Wildberries to expand its warehousing operations in Kazakhstan, while Astana has promoted domestic competitors.



















