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China's fuel promise to Mongolia gets a number: 17,000 tonnes for September, and a 20-year frame around itKazakhstan pauses collecting its $5.2 billion Kashagan fine after NCOC takes the bailiff to courtBaku moves the start of work on the Trump route to 2027, 6 days before Armenia's court takes up the dealKazakhstan's energy ministry says CPC loading stopped on 2 buoys after Tuesday's drone incident and resumed after checks
Russia keeps its pumps on Euro-2 to June 2027 while its export bans hold, Novak tells the government
EnergyBrief11 Sept

Russia keeps its pumps on Euro-2 to June 2027 while its export bans hold, Novak tells the government

Deputy prime minister Alexander Novak has reported the state of the fuel market to a government subcommission chaired by first deputy prime minister Denis Manturov, Kommersant reported on Thursday evening: exports of petrol, diesel and jet fuel are banned, the Tax Code has been amended to create the conditions for fuel imports, and filling stations may sell fuel of ecological classes K2, K3 and K4, Euro-2 to Euro-4, under a temporary permit. The permit rests on a government resolution reported on 31 August and runs from 1 September to 30 June 2027. The bans are the ones already on record, and the producers' diesel ban ends on 30 September.

Kazakhstan pauses collecting its $5.2 billion Kashagan fine after NCOC takes the bailiff to court
EnergyBrief10 Sept

Kazakhstan pauses collecting its $5.2 billion Kashagan fine after NCOC takes the bailiff to court

Enforcement of the 2.36 trillion tenge ($5.2 billion) environmental penalty against North Caspian Operating Company has been on hold since 7 September, Kazakhstan's Justice Ministry said on Wednesday, because the consortium challenged the state enforcement officer's actions and the Atyrau administrative court called for the file. Collection β€œwill continue in the manner established by law”, the ministry said. The fine itself stands.

Kyrgyzstan's energy minister rules out power rationing with Toktogul at 11.2 billion cubic metres and 4.1 billion kWh of imports planned
EnergyBrief9 Sept

Kyrgyzstan's energy minister rules out power rationing with Toktogul at 11.2 billion cubic metres and 4.1 billion kWh of imports planned

The ministry is not considering restrictions on electricity supply for now, Altynbek Rysbekov told journalists on Wednesday, 24.kg reported at 17:09 Bishkek time. The Toktogul reservoir holds 11.2 billion cubic metres, the target before the heating season is 11.5 billion, and 4.1 billion kilowatt-hours of imports from Russia, Kazakhstan, Turkmenistan and Uzbekistan are planned for 2026. The same afternoon China's ambassador said deliveries of jet fuel and diesel to Kyrgyzstan began a month ago and will continue, and gave no figures.

Brent clears $100 for the first time since July, with Azeri Light at $108 against the $65 in Baku's budget
EnergyBrief9 Sept

Brent clears $100 for the first time since July, with Azeri Light at $108 against the $65 in Baku's budget

Azeri Light printed $108.18 a barrel CIF Augusta in Trend's Wednesday-morning table, 66% above the $65 average written into Azerbaijan's 2026 budget. By 10:25 Moscow time the November Brent contract had passed $100 for the first time since 24 July, Interfax reported. Kazakhstan's budget law runs on $60, and its tenge lost 2.5 tenge against the dollar on the same day.

Mongolia's fuel headquarters counts 19,853 tonnes of petrol in September's first week and queues of 105 cars in Bayan-Ulgii
EnergyBrief8 Sept

Mongolia's fuel headquarters counts 19,853 tonnes of petrol in September's first week and queues of 105 cars in Bayan-Ulgii

The emergency headquarters on fuel supply reported on Tuesday that 19,853 tonnes of AI-92 crossed the border in the first week of September, and ordered more fuel into five aimags where the average queue at a station runs 85 to 105 vehicles, against 54 elsewhere.

Tajikistan lays the first stone of a 50,000-tonne refining line against last year's 1.21 million tonnes of imports
EnergyBrief8 Sept

Tajikistan lays the first stone of a 50,000-tonne refining line against last year's 1.21 million tonnes of imports

A processing line rated at 50,000 tonnes of oil products a year was founded on Saturday at Salosa LLC in Jaikhun district, Khatlon, the Ministry of Energy and Water Resources said in a report carried by Asia-Plus on Monday. The company makes road bitumen from its own heavy crude and plans diesel and petrol once the line and new equipment are in; the Antimonopoly Service's import figure for 2025, 1.21 million tonnes worth $959.3 million and about 84% of it Russian, sizes the line at 4% of a year's imports.

OPEC+'s seven hold October at September's level while Brent opens the week at $97
EnergyBrief7 Sept

OPEC+'s seven hold October at September's level while Brent opens the week at $97

Saudi Arabia, Russia, Iraq, Kuwait, Kazakhstan, Algeria and Oman decided on Sunday to keep their October required production at the September level, with Kazakhstan's line at 1.628 million barrels a day. Brent's November contract traded at $97.28 at 08:15 Moscow time on Monday, up $1 on the day, and the tenge closed at 454.31 to the dollar, 2.04 stronger than on Friday.

Uzbekistan's gas fields gave 15% less in seven months and its power plants gave 6.4% more
EnergyAnalysis7 Sept

Uzbekistan's gas fields gave 15% less in seven months and its power plants gave 6.4% more

The National Statistics Committee's release of 4 September puts January to July gas output at 21.6 billion cubic metres, 3.8 billion below last year, and electricity at 52.5 billion kWh, up 6.4%. Sun, wind and imports stand between the two numbers: solar and wind made 6 billion kWh in the first half, a quarter more than a year earlier, and seven months of gas imports cost $1.01 billion, up 8.2%.

Kazakhstan approves a 700 MW coal plant for its nuclear town, and the coal's owners are among the plant's founders
EnergyAnalysis7 Sept

Kazakhstan approves a 700 MW coal plant for its nuclear town, and the coal's owners are among the plant's founders

The government approved on Saturday an investment agreement with GRES Kurchatov LLP for an 881 billion tenge ($1.94 billion) coal-fired station in Kurchatov, the Abai region town that houses the National Nuclear Centre and the country's tokamak. Two of the company's founders, Eduard Ogay and Vladimir Dzhumanbayev, also appear in the 2020 share register of Karazhyra, the mine named at the foundation ceremony as its coal source. The release gives the size and the date. It does not give the price the grid will pay.

Baku's fuel for Armenia passes 21,000 tonnes as Saturday's 16 wagons leave Balajary
EnergyBrief7 Sept

Baku's fuel for Armenia passes 21,000 tonnes as Saturday's 16 wagons leave Balajary

On Saturday 16 tank wagons carrying 977 tonnes of diesel left Balajary station for Boyuk Kasik, the Georgian border, and Armenia beyond it, APA reported. With them the running total of Azerbaijani fuel sent to Armenia stands at about 16,000 tonnes of diesel and about 5,000 tonnes of AI-92 and AI-95 petrol, by the agency's count. The same border crossing took Russian cargo in transit the same day: 355 tonnes of wheat, 180 tonnes of fertiliser and 138 tonnes of timber.

Russian exchange diesel falls 8.8% in the week its producers were locked in
EnergyBrief4 Sept

Russian exchange diesel falls 8.8% in the week its producers were locked in

Summer diesel on the St Petersburg exchange ended Friday at 68,610 roubles a tonne, 8.76% below the previous Friday by the national index Interfax publishes, after the government kept producers' exports shut to 30 September. AI-92 fell 4.38% on Thursday to 68,945 and ended the week at 68,805. At the central bank's rate that is $792 a tonne, $168 under the $960 reference Kyrgyzstan's subsidy is written against, and diesel at $790 sits $260 under its $1,050 line.

Dushanbe asks the EBRD to design its solar auctions, single buyer included
EnergyBrief4 Sept

Dushanbe asks the EBRD to design its solar auctions, single buyer included

The EBRD has taken on the design of competitive auctions for solar power in Tajikistan, two projects of about 200 MW each, at the request of the energy ministry. The bank's project page, disclosed on 5 August and reported in Dushanbe on Wednesday, pairs the auctions with advice on "a new market operator/single buyer entity".

Russian crude reaches Kyrgyzstan by Kazakh pipeline for the first time: 35,000 tonnes in August
EnergyAnalysis3 Sept

Russian crude reaches Kyrgyzstan by Kazakh pipeline for the first time: 35,000 tonnes in August

KazTransOil says it carried its first transit oil to Kyrgyzstan in August: 35,000 tonnes moved through its trunk pipelines to the Shagyr loading point and on by rail. Reuters names the origin as Russia. The route matters because Moscow's export bans cover petrol and diesel, and crude is the good that still travels.

Azeri Light clears $97, half again the oil price written into Baku's budget
EnergyBrief3 Sept

Azeri Light clears $97, half again the oil price written into Baku's budget

Azerbaijan's export blend was priced at $97.61 a barrel on Wednesday morning, up $4.72 or 5.08% on the day, APA reported; the 2026 state budget was drawn at $65.

Mongolia's premier hears Moscow's fuel pledge in Vladivostok while 165 rural stations run below normal
EnergyBrief3 Sept

Mongolia's premier hears Moscow's fuel pledge in Vladivostok while 165 rural stations run below normal

Nyam-Osoryn Uchral met Russia's energy minister Sergei Tsivilev at the Eastern Economic Forum and heard that Russia keeps Mongolia's supply stable under their intergovernmental agreements despite its export restrictions, Montsame reported on Thursday. At home, the ministry's own count says 200 of 365 rural stations were working normally on 30 August.

Bishkek's petrol rose 1.5% in the first month behind the dollar wall
EnergyAnalysis3 Sept

Bishkek's petrol rose 1.5% in the first month behind the dollar wall

The statistics committee's August print shows AI-92 up 1.46% on July and diesel down 0.17%, in the month the government's fuel subsidy, by its own retroactive clause, began running against a $960 reference. The wall is real, it is paid to importers in arrears, and the pump has not felt it.

Turkmenbashi's refinery burned 2 days after the president approved its repair
EnergyBrief2 Sept

Turkmenbashi's refinery burned 2 days after the president approved its repair

On the evening of Sunday 30 August, as the grid failed across 4 provinces, a unit at the Turkmenbashi refinery complex caught fire, Chronicles of Turkmenistan and turkmen.news report; Chronicles says it burned until 06:00. On Friday 28 August the cabinet readout on the state site had recorded the president approving capital repairs at the complex and 'everything necessary' being done for its power supply. By Wednesday the state site had said nothing about the fire or the blackout.

Diesel in Dushanbe is up 50% since June, and no budget stands between the pump and the border
EnergyAnalysis2 Sept

Diesel in Dushanbe is up 50% since June, and no budget stands between the pump and the border

Asia-Plus priced diesel in the Tajik capital at about 16.50 somoni a litre on 31 August, 5.50 somoni above early June. Bishkek fixes a dollar reference and runs a compensation formula from its budget; Ulaanbaatar holds a regulated pump price and manages the shortfall by the monthly book. Dushanbe does neither, so the whole adjustment lands on the pump.

Russian exchange petrol prints a record $86 under the price Bishkek fixed
EnergyBrief2 Sept

Russian exchange petrol prints a record $86 under the price Bishkek fixed

AI-92 rose 4.36% to 75,477 roubles a tonne on the St Petersburg exchange on Tuesday, a level Kommersant reports as a record, while AI-95 and diesel fell. At the central bank's rate for the day that is about $874, within $90 of the $960 reference price Kyrgyzstan wrote into its subsidy decree last week.