According to the Experts Club analytical center, citing data from the A-95 Consulting Group, the Ukrainian gasoline market continues to be concentrated around supplies from Poland and Lithuania: in July 2026, these two countries accounted for 55% of total imports.
Ukraine received 56,100 tonnes of gasoline from Lithuania and 51,700 tonnes from Poland. Together, this amounted to around 107,800 tonnes out of total imports of approximately 196,000 tonnes.
The Polish supply route is demonstrating particularly high growth rates. Compared with July last year, the volume of supplies increased by 68% and reached its highest level since August 2025.
Imports from Lithuania increased by 16% year-on-year.
The ORLEN oil refining group plays a key role in both supply routes. The group’s facilities in Poland and Lithuania supplied around 97,000 tonnes of gasoline to the Ukrainian market.
A-95 estimates ORLEN’s share at more than half of total imports. Comparing the rounded figures of 97,000 tonnes and the total volume of 196,000 tonnes, this represents approximately half of the market.
The high level of concentration has a dual effect.
On the one hand, the large and stable refineries in Poland and Lithuania allow Ukraine to rapidly increase purchases during periods of higher demand and compensate for the loss of other suppliers.
On the other hand, more than half of the available supply comes from only two geographical routes, while a very significant share of deliveries is linked to a single refining group.
Poland’s importance increased particularly after Ukraine switched to E10 gasoline. The change in standards limited the possibility of using some traditional sources, including certain Greek refineries.
At the same time, Greece has not disappeared from the market entirely. In July, Ukraine imported around 25,000 tonnes of gasoline produced by Motor Oil.
Germany became another rapidly growing supply route. It supplied 21,000 tonnes of gasoline, 78% more than in July 2025. The UPG network imported the entire volume.
Thus, the structure of imports in July demonstrates two parallel trends: ORLEN’s growing role as a key supplier and simultaneous attempts by Ukraine’s largest fuel retail networks to diversify purchases through Germany, Romania and Greece.
According to the Experts Club analytical center, citing data from the A-95 Consulting Group, Ukraine imported about 196,000 tonnes of gasoline in July 2026, the highest figure since August 2025.
At the same time, data from an infographic published by the A-95 Consulting Group show that the volume of supplies increased by approximately 51% compared with June. In June, the main supply routes accounted for about 130,000 tonnes of gasoline, whereas in July the figure reached around 196,000 tonnes.
The sharp increase in imports occurred despite the Ukrainian market’s transition to the E10 standard on July 1, which requires the mandatory addition of bioethanol to gasoline. The new requirement temporarily narrowed the range of available foreign suppliers.
In particular, the Greek Hellenic Petroleum refinery does not produce gasoline of the required standard. Its products had previously been used by Ukrainian traders during periods of increased demand.
At the same time, the beginning of July coincided with rising petroleum product prices on the global market and increased domestic demand.
A-95 noted that the situation was most strained during the first half of the month. However, the increase in supplies made it possible to stabilize the market in the second half of July. Importers also contracted the necessary volumes for August in advance.
Poland and Lithuania became the main sources of additional supply. Imports from Lithuania increased from 40,500 tonnes in June to 56,100 tonnes in July, while imports from Poland rose from 30,700 tonnes to 51,700 tonnes.
Supplies from Germany also increased noticeably, from 16,900 tonnes to 20,900 tonnes. Around 34,000 tonnes arrived from Romania, compared with 31,200 tonnes one month earlier.
At the same time, imports from Moldova decreased from 9,600 tonnes to 5,800 tonnes.
Thus, July became a test of the Ukrainian market’s ability to rapidly restructure external supplies following changes to gasoline quality requirements. Despite the initial contraction of the available supply base, importers managed to increase supplies by approximately one and a half times within a single month.
The geography of diesel fuel imports into Ukraine changed significantly in July 2026: despite record supplies from Romania, imports from Greece, Türkiye and Israel declined sharply, while the main burden is increasingly shifting to the western border.
According to the A-95 Consulting Group, Ukraine imported a total of 562,000 tonnes of diesel fuel in July, 5% more than in the same period last year.
On the southern route, Romania was the only major source to increase supplies significantly.
Imports of Romanian diesel fuel rose by 25%, from 143,400 tonnes in July 2025 to 179,300 tonnes in July this year. This was the highest figure since the beginning of 2025.
A completely different trend was observed among other suppliers along the southern and Mediterranean routes.
Imports from Greece decreased by 45%, from 60,700 tonnes to 33,100 tonnes. According to the A-95 infographic, supplies from Türkiye fell from approximately 31,000 tonnes to several thousand tonnes, while imports from Israel declined to isolated shipments.
At the same time, supplies through Poland and Lithuania increased sharply.
Poland increased its diesel fuel exports to Ukraine by 26%, to 202,800 tonnes, while Lithuania increased them by as much as 65%, to 84,300 tonnes.
According to A-95 Director Serhii Kuiun, one of the main reasons for the redistribution of supply flows was the record shallowing of the Danube, which created additional logistical difficulties, as well as continuing security risks.
As a result, Poland became the largest diesel fuel supply channel for Ukraine, while Poland, Romania and Lithuania jointly accounted for 83% of all imports in July.
The changes demonstrate how quickly the Ukrainian market is being forced to restructure its supply routes depending on the state of river logistics, security in the Black Sea region and the availability of European petroleum products.
At the same time, even the increase in total imports did not allow Ukraine to completely avoid a fuel shortage in July. A-95 attributes this to a combination of increased demand, a price-driven buying rush and higher diesel consumption by the transport sector.
Analysts expect supply to increase and the market to stabilise in August.
Source: A-95 Consulting Group, Experts Club
Poland, Romania and Lithuania accounted for 83% of all diesel fuel imports into Ukraine in July 2026, indicating the high concentration of the country’s fuel logistics across three European routes.
In total, Ukraine imported 562,000 tonnes of diesel fuel during the month, 5% more than in July last year, according to a study by the A-95 Consulting Group.
Poland was the largest supplier, providing 202,800 tonnes, or about 36% of total imports. Over the year, Polish supplies increased by 26%, from 161,000 tonnes.
Romania ranked second with 179,300 tonnes. Supplies increased by 25% and reached their highest level since the beginning of 2025.
Lithuania ranked third, demonstrating the highest growth rate among the three main suppliers. Imports from the country increased by 65%, from 51,200 tonnes to 84,300 tonnes.
Together, these three countries supplied about 466,000 tonnes of diesel fuel out of total imports of 562,000 tonnes.
This supply structure resulted from a significant restructuring of Ukraine’s fuel logistics.
According to A-95 Director Serhii Kuiun, the increased pressure on the Polish route is primarily associated with the record shallowing of the Danube and security risks.
At the same time, the importance of several alternative routes declined sharply. Supplies from Hungary decreased from approximately 80,000 tonnes in July last year to 42,700 tonnes this year, while supplies from Greece fell from 60,700 tonnes to 33,100 tonnes. Imports from Türkiye also declined to several thousand tonnes.
The high concentration of supplies allows the Ukrainian market to use the developed infrastructure of EU countries, but simultaneously increases its dependence on the stability of several major logistics corridors.
At the corporate level, ORLEN S.A. remains the largest supplier. Through its refineries in Poland and Lithuania, the company shipped 137,000 tonnes of diesel fuel to Ukraine, accounting for about a quarter of total imports.
Source: A-95 Consulting Group, Experts Club
The five largest diesel fuel importers in Ukraine accounted for approximately half of all foreign supplies in July 2026, according to data from the A-95 Consulting Group.
A total of 134 companies imported diesel fuel during the month, but the top five accounted for approximately 280,000 tonnes out of the total volume of 562,000 tonnes. Thus, their combined share amounted to approximately 49.8% of the import market.
The OKKO Group was the largest importer, bringing in 73,100 tonnes of diesel fuel. Its supplies increased by 32% compared with July last year.
The state-owned Ukrnafta ranked second with 59,800 tonnes. The company demonstrated significantly stronger growth, increasing its imports 2.4-fold compared with July 2025.
UPG ranked third with a volume of 53,200 tonnes.
AT Energo Trade ranked fourth with 50,700 tonnes, while WOG placed fifth with 42,900 tonnes. These figures are presented in the A-95 infographic showing the top 10 diesel fuel importers for July.
Thus, OKKO and Ukrnafta alone accounted for almost 133,000 tonnes, or approximately 24% of total monthly imports.
At the same time, the highest growth rate among market participants was demonstrated not by a company in the top five, but by Zakhidna Palyvno-Enerhetychna Kompaniia (ZPEK). It increased its supplies 5.3-fold to 31,900 tonnes.
The ten largest importers also included companies with supply volumes ranging from approximately 20,000 to 35,000 tonnes.
The growing concentration of major suppliers is taking place against the backdrop of an overall increase in imports. In July, Ukraine imported 562,000 tonnes of diesel fuel, 5% more than a year earlier.
However, as A-95 Director Serhii Kuiun noted, even these volumes proved insufficient to meet the sharply increased demand. The market experienced a diesel fuel shortage due to a price-driven buying rush, increased activity among industrial and private buyers, and growing fuel consumption in the transport sector.
A-95 expects a more balanced situation in August as a result of increased supplies and lower global fuel prices.
Source: A-95 Consulting Group, Experts Club
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, Experts Club
