The energy ministry said on Monday afternoon that the Caspian Pipeline Consortium had resumed taking crude from shippers and loading it through the marine terminal at Novorossiysk. Two single point moorings are working. The tankers SEAMAJESTY and MILOS are loading, both taking crude from Tengizchevroil. Operations continue, in the ministry’s wording, with account taken of an assessment of the current situation and the necessary safety requirements.
The number that arrived with the announcement is the story. On 26 July Kazakhstan produced 133,200 tonnes of oil and gas condensate, which is 1 million barrels, against a June daily average of 286,600 tonnes, or 2.16 million barrels. Output at Tengiz, Kashagan and Karachaganak was running 70% to 90% below June levels.
This morning’s pack carried the 21% fall recorded on 22 July, measured against a July average of 2.07 million barrels a day, while the 26 July figure is measured against June and works out at 54%. The baselines differ, and the direction does not: the cut kept deepening for four days after the number everyone was quoting.
1 million barrels against 2.16 million. The shutdown reached its deepest point on the day loading resumed.
Half-year throughput is now public. The marine terminal moved 33.362 million tonnes in January to June 2026 against 36.025 million in the same period of 2025, a fall of 7.4%. All of it predates July.
Kursiv describes the attacks on the terminal as involving unmanned surface boats alongside drones, though the dates and number of boat attacks were not given, and no earlier account the desk has carried mentions them.
Vice Prime Minister Serik Zhumangarin chaired a meeting of the economic growth headquarters in Astana on Monday on measures in response to falling oil output. Only the headline and opening line are outside the paywall, so the desk has no figures from it.
What has not been published is a recovery schedule. No date for the three fields to return to June levels, no loading plan for August, and no statement of their own from CPC, KazMunayGas, Transneft or Tengizchevroil: the announcement came from the ministry and every outlet carried it from there.