In recent months, Kazakhstan has significantly increased its oil exports to Germany, reaffirming its growing role as a reliable energy supplier for Europe.
According to Kazakhstan’s Ministry of Energy, 180,000 tons of Kazakh oil were delivered to Germany via the Druzhba pipeline in September, with volumes rising to 225,000 tons in October — a 21% increase. Despite this growth, the annual export plan was adjusted from the initially projected 2.5 million tons to around 2 million tons. For comparison, 1.5 million tons were shipped along this route in 2024.
Oil exports to Germany became possible after an agreement reached in early 2023 between KazTransOil JSC and the German company PCK Raffinerie GmbH, operator of the oil refinery in Schwedt. Since then, exports have grown steadily: in 2023, Kazakhstan shipped 993,000 tons via Druzhba, while in 2024 the figure rose by nearly 50%.
In 2025, KazMunayGas JSC extended its supply agreement with Germany until the end of 2026, confirming the long-term and strategic nature of bilateral cooperation. Experts note that Germany now views Kazakhstan as a key partner in diversifying its energy sources following the reduction of Russian oil imports.
Meanwhile, deliveries through the Baku–Tbilisi–Ceyhan (BTC) pipeline have also regained momentum. After a temporary suspension in August due to quality issues, oil flows reached 27,000 tons in October — up 45% from September. For November, Tengizchevroil plans to ship 130,000 tons via this route. Although the annual BTC export target was reduced from 1.7 million to 1.2 million tons, discussions are underway for higher volumes in 2026 — between 1.5 and 2.2 million tons.
Analysts emphasize that the use of the Druzhba and BTC routes allows Kazakhstan to minimize the impact of Western sanctions on its export operations while expanding its delivery geography. Nevertheless, the majority of Kazakhstan’s oil — over 80% — continues to be transported through the Caspian Pipeline Consortium (CPC) to the Russian port of Novorossiysk.
CentralasianLIGHT.org
November 5, 2025