Kazakh oil exports to China drop 18.3% in July
Export of Kazakh oil through the Atasu-Alashankou pipeline to China fell by 18.3% in July 2026 compared to the same month in 2025, while shipments to the port of Ust-Luga in Russia dropped by 16.9%. The port was damaged in a drone attack on August 14, 2026.
Consensus
- Export of Kazakh oil via the Atasu-Alashankou pipeline to the People's Republic of China in July 2026 was 98,000 tons.
- This was a decrease of 18.3% compared to July 2025.
- The decrease amounted to 22,000 tons compared to July 2025.
- Transit of Russian oil through the Atasu-Alashankou route in July 2026 increased by 27,000 tons compared to July 2105.
- AO KazTransOil is a national operator of main oil pipelines and part of the KazMunayGas group.
- KazTransOil operates a diversified network of main oil pipelines totaling 5,200 km.
- KazTransOil provides operational services for third-party pipelines totaling over 5,000 km.
- The port of Ust-Luga is located near Saint Petersburg.
- In July 2026, oil exports to Ust-Luga were 286,000 tons.
- This was a 16.9% decrease compared to July 2025.
- The decrease amounted to 58,000 tons compared to July 25.
- On August 14, 2025, the port of Ust-Luga was damaged in a drone attack, resulting in a fire.
Points of divergence
- Oil exports to the port of Novorossiysk in July 2026 were 360,000 tons, an increase of 3% compared to July 2024. — fontanka
- The Atasu-Alashankou pipeline exports to China in July 2026 totaled 98,000 tons. — interfax
Coverage (3 sources)
- Supplies of Kazakh oil to the port of Ust-Luga decreased by 16.9% — Фонтанка
- Export of Kazakh oil to China via 'Atasu-Alashankou' in July decreased by 18.3% — Интерфакс
- Supplies of Kazakh oil to the port of Ust-Luga decreased by 16.9% in July — Интерфакс