About this episode

This episode discusses the energy landscape of Belarus, focusing on crude production, refining capacity, and geopolitical challenges.

Friday, September 11, 2026. Belarus: marginal crude producer (2.0M tonnes annually, ~25k bpd, plans 2.1M 2026, 2.3M 2030); Belorusneft main producer, Russian subsidiary Yangpur 1M+ tonnes/yr; 96 fields, 194.5M tonnes recoverable, 531 wells planned 2026-2030; APG 219M m³ 2024. Refining dominance: Naftan/Mozyr 24M tonnes/yr capacity, 95-97% depth at Naftan. Record 2026 profitability: fuel exports to Russia surge (gasoline 25x first 7mo to 665k tonnes, diesel 7x to 418k tonnes, July record 212k gasoline/162k diesel rail). Russian refinery outages (Ukrainian drone strikes -25-30% capacity) create opportunity. Domestic sales 4.125M tonnes 2025. Gas import dependency 100% from Russia (~17B m³ 2025, down from higher levels via nuclear shift); periodic shortages, negotiating 2026+ terms. Nuclear: BelAES 17B kWh 2025, 40% electricity consumption, reducing gas reliance. Infrastructure: Druzhba pipeline carries Russian crude through Belarus to Europe (Hungary/Slovakia/Poland/Germany). Southern branch disrupted Jan-Apr 2026 (Ukrainian drone strikes Brody), resumed April 23; Hungary/Slovakia blocked EU 20th sanctions until resumed. Russia halted Kazakh transit northern branch May 1, 2026…

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