Polish company ORLEN S.A. supplied Ukraine with a total of 137,000 tonnes of diesel fuel from its refineries in Poland and Lithuania in July 2026, retaining its status as the largest corporate supplier of the resource to the Ukrainian market.
The company’s supply volume increased by 25% compared with July 2025 and by 61% compared with July 2024, according to data from the A-95 Consulting Group.
In total, Ukraine imported 562,000 tonnes of diesel fuel in July. Thus, ORLEN accounted for about 24.4% of total monthly imports, or virtually every fourth tonne of diesel imported into the country.
The growth in ORLEN’s supplies is taking place alongside the increasing role of the Polish and Lithuanian routes in Ukraine’s fuel logistics.
In July, 202,800 tonnes of diesel fuel were imported from Poland, compared with 161,000 tonnes a year earlier, representing growth of about 26%. Supplies from Lithuania increased even faster—by 65%, from 51,200 tonnes to 84,300 tonnes.
A-95 Director Serhii Kuiun attributes the increased pressure on the Polish route primarily to the record shallowing of the Danube and security risks that complicated traditional logistics via the southern route.
At the same time, despite a 5% year-on-year increase in total imports, the Ukrainian market faced a diesel fuel shortage in July. Among the reasons, A-95 cites rising global prices following a renewed escalation in the Middle East, increased demand from industrial and private buyers, and higher fuel consumption due to the rerouting of part of agricultural exports to road and rail transport.
In August, analysts expect the situation to normalise thanks to lower global prices for petroleum products and increased supplies.
Source: A-95 Consulting Group
