War and Energy: Weekly Review of Developments in Ukraine
The week's main themes were preparing for summer peak demand, a higher transmission tariff, and an overhaul of corporate governance at Energoatom.
Key developments of the week
- The Ministry of Energy announced a set of measures to cope with an expected demand increase of about 1 GW during the August heatwave: adjusting generation repair schedules, increasing electricity imports, and making maximum use of domestic capacity.
- The government expanded its preferential lending programme for households, which partially compensates the loan principal, to cover the purchase and installation of equipment for autonomous and backup heating.
- According to Energoatom, Ukrainian nuclear plants generated 26,820.1 million kWh in the first half of 2026, which is 163.1 million kWh more than in the same period last year.
- NEURC reported that since 2024, connection technical conditions have been issued for almost 6.8 GW of new generation. About 1.6 GW of it is already operating or in the final stage of commissioning.
- The regulator will carry out unscheduled inspections of 11 gas distribution system operators over possible violations in metering and in transmitting household gas consumption data.
- The EBRD and the City of Kyiv signed a loan agreement of up to EUR 50 million to support the liquidity of Kyivteploenergo and ensure uninterrupted heat supply.
- The government updated the charter of NNEGC Energoatom, revising the powers of its governing bodies, corporate governance procedures, the internal control system, and requirements for the work of the management and supervisory boards.
- From 1 August, NEURC raised Ukrenergo's electricity transmission tariff by 25%, to UAH 928.45/MWh excluding VAT. For "green" electrometallurgy enterprises, the increase is 50%, to UAH 563.26/MWh excluding VAT.
- A bill has been submitted to the Verkhovna Rada that comprehensively updates the rules for granting subsoil use rights through electronic auctions and production sharing agreements (PSAs). It aims to improve the transparency of auctions and tenders, introduce additional investor safeguards, refine the PSA mechanism, and amend land, subsoil and oil-and-gas legislation.