Energy Minister Yerlan Akkenzhenov said on 2 July that Orenburg was receiving 280,000 cubic metres of gas from Karachaganak, 28% of the normal flow, more than a week after the 24 June strike. Kazakhstan says overall gas supply to the country has not been disrupted, but the field's own oil and gas output remain linked, since Karachaganak cannot produce oil at full volume while its gas has nowhere to go.
The Caspian Pipeline Consortium confirmed the knock-on effect on 1 July, trimming its planned July export volume to 1.6 million barrels a day from 1.7 million, citing the lower Karachaganak output directly.
This follows our 8 July coverage of the initial cut. The update: partial recovery, not resolution, two weeks on, and a second Kazakh export stream, CPC crude, now measurably smaller because of it.