Overview
- Kazakhstan’s Energy Ministry says the late‑November attack on CPC infrastructure led to a 480,000‑ton production adjustment that will be offset once normal operations resume.
- The ministry rejects reports of a 4 million‑ton loss, explaining the figure reflects spare pipeline capacity rather than lost output or exports.
- Some Kashagan volumes have been redirected to China via the Atasu–Alashankou pipeline under existing commercial arrangements.
- Westbound flows are being shifted to alternative routes, including increased use of the BTC pipeline, the Atyrau–Samara system, and rail.
- One of three single point moorings at Novorossiysk was damaged, causing deferred loadings, though the ministry says shipments through Novorossiysk and Ust‑Luga continue without restrictions.