Druzhba Pipeline: Russia Wants to Stop Oil Transit to Schwedt

Russia's decision to halt oil transit to Germany through the Druzhba pipeline, beginning in May, presents a significant, albeit manageable, challenge for the German energy sector. While the official reason cited is technical problems, the timing and context—following Germany's reduced reliance on Russian energy due to the Ukraine war—suggest a complex geopolitical dimension. The Russian state-owned oil company Rosneft has notified German authorities, indicating a formal step in this disruption.

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Russia has planned for zero transit starting in May.

Kazakhstan, a key supplier of oil via this route, has indicated that Russia has planned for zero transit starting in May, attributing it to a lack of 'technical possibilities.' Kazakhstan's Energy Minister suggested this could be linked to recent attacks on Russian infrastructure, a plausible explanation given the ongoing conflict. However, Kazakhstan is prepared to adjust, with Rosneft Deutschland assuring that replacement supplies can be arranged to maintain the full production capacity of the PCK refinery in Schwedt.

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We are carefully examining the effects.

The significance of the Druzhba pipeline, particularly for the PCK refinery, cannot be overstated. This facility is crucial for supplying diesel, gasoline, kerosene, and heating oil to Berlin and northeastern Germany. With Kazakhstan's oil exports to Germany via the pipeline increasing by 44% in 2025 compared to the previous year, its role has become even more vital. While Germany asserts its energy security remains intact, this development underscores the ongoing volatility in energy markets and the need for continued diversification and resilience.

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We will adapt to any new situation and ensure replacement supplies if necessary so that PCK can continue to produce at full capacity.