
ASTANA, July 23, 2026 — Kazakhstan has reduced oil production after suspected Ukrainian drone attacks interrupted operations at the Caspian Pipeline Consortium’s Black Sea export terminal in Russia.
The CPC route carries approximately 2% of the world’s daily crude supply and is Kazakhstan’s principal oil-export channel. The terminal stopped accepting additional crude after attacks on tankers near its Russian facilities.
Production at the Chevron-led Tengiz field reportedly fell from about 925,000 barrels per day to approximately 406,000. Kazakhstan’s overall oil and gas output declined from about 2.07 million to 1.63 million barrels per day.
Russia blamed Ukraine for the attacks. Kyiv had not publicly accepted responsibility at the time of reporting.
The disruption comes as Middle Eastern hostilities are already restricting energy transportation through the Strait of Hormuz and threatening Red Sea shipping.
Why it matters: Simultaneous problems affecting Gulf, Red Sea and Black Sea exports could further tighten global energy supplies.


