Overview
- Kazakhstan’s Energy Ministry says exports have not been fully halted and loadings continue using the functioning port infrastructure.
- Officials report an active effort with shippers to redistribute volumes, including measures to reroute a share of Kashagan crude to China.
- Reuters sources say an initial 50,000 tonnes from Kashagan will go via the Atasu–Alashankou pipeline, with CNPC set to ship about 30,000 tonnes and Inpex about 20,000.
- CPC’s offshore berth VPU-2 was damaged in the attack, VPU-1 is operating, and VPU-3 is under planned repair, reducing throughput on a route that carries a major share of Kazakh exports.
- The Atasu–Alashankou line has been moving roughly 85–86 thousand tonnes per month, with 858 thousand tonnes shipped in January–October and about 1 million tonnes planned for 2025, framing the scope for temporary rerouting.