The rise in artisanal gasoline production within Ukraine was one of the factors behind the decline in official fuel imports in August 2026, according to the A-95 Consulting Group.
According to the group, imports of automotive gasoline in August totaled 152,000 metric tons, which is 7% less than a year earlier.
“In August, gasoline shipments were lower due to large carryover stocks and the growth of domestic illicit production, driven by the ability to add tax-exempt solvents,” A-95 reported.
Experts believe that government agencies—primarily the State Tax Service—need to strengthen oversight of this sector.
“This is not only a matter of losses to the state budget but also of the questionable quality of such fuel,” the group emphasized.
The use of components not subject to excise tax as motor fuel potentially allows producers to lower the cost of gasoline blends and gain an advantage over legal market participants who pay fuel taxes in full.
At the same time, there was no overall gasoline shortage on the Ukrainian market in August. Since the beginning of 2026, official import volumes have remained higher than last year’s: 1.12 million metric tons of gasoline were imported over eight months, which is 16% more than a year earlier.
The largest importers remain OKKO, WOG, UPG, and Ukrnafta, while the main supplier countries are Lithuania and Poland.
EXCISE TAX, FUEL, GASOLINE, TAX, UKRAINE
In January–August 2026, Ukraine imported 1.12 million metric tons of automotive gasoline, which is 16% more than during the same period in 2025, according to the A-95 Consulting Group, based on the results of a special market study.
However, gasoline imports in August alone totaled 152,000 metric tons, which is 7% less than in August of last year.
Lithuania and Poland remain the main suppliers of gasoline to Ukraine. In August, 51,800 metric tons of fuel were imported from Lithuania, accounting for 34% of total imports, and 40,100 metric tons from Poland, accounting for 26%.
Thus, the combined share of the two countries reached 60%, compared to 55% a year earlier.
The ORLEN Group, which owns oil refineries in Lithuania and Poland, remains the largest source of imported gasoline. In August, the group’s enterprises shipped 78.8 thousand metric tons of gasoline to Ukraine, accounting for 52% of all imports for the month.
Imports from Germany fell by 13% in August, to 18,200 metric tons. Of this volume, 11,200 metric tons, or 61.5%, came from the UPG network.
A-95 notes that the decline in August shipments is linked, in particular, to high carryover fuel stocks accumulated earlier.
After losing a significant portion of its domestic refining capacity as a result of the full-scale war, the Ukrainian petroleum products market remains heavily dependent on imports from EU countries. The bulk of gasoline and diesel fuel arrives via western and southern routes.
According to Experts.news, the structure of Ukraine’s dairy exports has changed significantly over the past year: the share of butter and other milk fats in foreign exchange earnings has more than halved, while dry and condensed milk have become the largest export category, according to an analysis by the Union of Dairy Enterprises of Ukraine (UDEU).
In August 2025, butter and other milk fats under commodity code 0405 accounted for 36% of the value of Ukraine’s dairy exports, whereas in August 2026, their share fell to 15%. At the same time, the share of dry and condensed milk increased from 24% to 37%, and that of whey from 5% to 11%.
The change in structure occurred gradually. Butter accounted for 36% in August 2025, falling to 25% in October, to 22% in March 2026, and to 15% in August. At the same time, the share of dry and condensed milk rose from 24% to 24%, then to 35% and 37%, respectively. Thus, the shift in the structure of Ukrainian dairy exports occurred primarily between the fall of 2025 and the spring of 2026.
According to the SMPU’s assessment, one of the factors was the situation on the global market for milk fats. Butter prices were under pressure, and the Global Dairy Trade index fell for nine consecutive auctions at the end of 2025. Since the export structure is calculated in value terms, the decline in butter’s share is linked not only to physical shipment volumes but also to changes in global prices.
At the same time, experts cite the growing role of whey as the most notable structural change. Its share of export revenue more than doubled over the year. By August 2026, dry milk, condensed milk, and whey together accounted for 48% of the value of Ukraine’s dairy exports.
The share of cheeses—which are considered higher-value-added products with potentially higher profit margins—remained virtually unchanged, at about 24% in August 2025 and 25% a year later. Thus, the structure of Ukraine’s dairy exports is shifting increasingly toward commodities and raw materials.
This trend is unfolding against the backdrop of a general deterioration in the dairy industry’s trade balance. According to data published by the Ukrainian Dairy Producers Association (SMPU) on September 2, Ukraine exported $176.9 million worth of dairy products in January–August 2026, which is 20.5% less than during the same period last year. At the same time, imports increased by 24.7% to $247.2 million.
In volume terms, butter exports fell by roughly half over the eight-month period, while shipments of dry milk and condensed milk decreased by 7%. At the same time, exports of fermented milk products rose by 28%, milk whey by 1.1%, and cheese by 0.9%.
As a result, Ukraine shifted from a trade surplus in dairy products to a trade deficit. For January–August 2026, the deficit totaled $70.3 million, whereas a year earlier the surplus had reached $24.1 million. The export-to-import ratio fell from 1.12 to 0.72.
On the import side, cheese remains the largest category, although its share in August fell year-over-year from 82.3% to 76.9%. At the same time, the share of imported milk and cream, whey, and butter increased, intensifying competition for Ukrainian processors in the domestic market.
The Union of Dairy Enterprises of Ukraine (SMPU) brings together Ukrainian milk producers and processors and represents the interests of companies in the industry. The organization was founded in 2001.
Original source: analysis by the Union of Dairy Enterprises of Ukraine on Ua Dairy
In August 2026, Ukrainians purchased 20,600 used passenger cars imported from abroad, which is 9% less than in the same month of 2025, according to a report by “Ukravtoprom” on its Telegram channel.
Compared to July of this year, demand for such cars fell by 8.4%.
Gasoline-powered cars accounted for the largest share of this segment of the auto market in August, increasing their share by 4 percentage points compared to August 2025—to 52%.
Next came diesel cars—as in the previous year, their share stood at 17%, while the share of electric vehicles fell to 17% from 26%; however, they still outpaced hybrids, whose share was 11% (6%). The share of cars with LPG systems remained unchanged at 3%.
The average age of imported used cars was 8.7 years.
The Volkswagen Golf confidently tops the list of the ten most popular imported used models with 875 units. Next are the VW Tiguan—775 units, the Nissan Rogue—707 units, the Audi Q5—695 units, the Skoda Octavia—633 units, the Renault Megane—532 units, the Tesla Model Y—494 units, the Tesla Model 3—480 units, the
Nissan Leaf—454 units, and the Ford Escape—408 units.
As reported with reference to “Ukravtoprom,” in 2025, Ukrainians purchased 274,300 used passenger cars imported from abroad, which is 24% more than in 2024. Following the Volkswagen Golf, the top three most popular models included two Tesla electric vehicles—the Model Y and Model 3.
The raspberry harvest in Ukraine in 2026 will likely be lower than last year’s, but the decline in supply was offset by record-high purchase prices, said Taras Bashtannik, president of the Ukrainian Fruit and Vegetable Association (UFVA), in an interview with SEEDS published on September 2, 2026.
According to him, it is still too early to talk about a new record in terms of physical raspberry production volumes.
“I wouldn’t rush to declare a record in terms of volume, that’s for sure. In my opinion, there are fewer raspberries this year than last. In monetary terms, it could be a record or a repeat of last year’s result, because the price of raspberries this year is even higher than last year,” Bashtannik noted.
The most telling factor of the season was the sharp rise in the cost of raw materials for processing. According to the UPOA president, purchase prices for raspberries intended for processing and freezing reached 193–195 UAH per kg, excluding VAT, during certain periods.
Bashtannik noted that the Ukrainian market had never previously recorded such high purchase prices. Thus, the lower yield this season was largely offset by the higher price of the berries.
At the same time, the Ukrainian raspberry market remains predominantly export-oriented. According to the UPOA president’s estimate, 90–95% of the raspberries produced in Ukraine are exported, while domestic consumption remains relatively low.
“I would say that 90–95% of raspberries are exported. And this trend will most likely continue,” he said.
One of the main constraints on further production growth remains the high demand for manual labor. According to Bashtannik, raspberries are essentially harvested by hand, and the possibilities for mechanizing this process are still limited. This hinders rapid expansion of cultivation areas even when market prices are high.
High purchase prices also confirm the shortage of high-quality raw materials on the European market. According to EastFruit, Ukraine already ranks first in the world in net raspberry exports, and export revenue in the 2025/26 season reached a record $250.8 million, an increase of approximately 65% compared to the previous season.
Thus, the 2026 season for Ukrainian raspberry producers could set a record not in terms of harvest volume, but in terms of the value of products sold. How the situation develops will depend on the harvest in Ukraine and major European producing countries, as well as on demand from companies that freeze and process berries.
agricultural sector, Bashtannik, BERRIES, EXPORTS, RASPBERRIES, UKRAINE
The record victory of the Alternative for Germany (AfD) in the state elections in Saxony-Anhalt does not give the party the ability to independently change Germany’s foreign policy or stop military support for Ukraine, but it is capable of increasing political pressure on the federal authorities, according to an analysis by the Experts Club information and analytical center.
In the September 6 election, AfD received 43.8% of the vote and 39 of the 83 seats in the Landtag. An absolute majority requires 42 deputies. The simplest arithmetic option for creating a majority is an alliance between AfD and the five deputies of the Sahra Wagenknecht Alliance (BSW), which would provide 44 votes. At the same time, there is currently no agreement on such a coalition. The CDU, SPD, Greens and The Left reject cooperation with AfD.
Even if AfD forms a state government, its powers will be focused primarily on education, culture, the police, regional administration, infrastructure and the state budget. Foreign policy and defense, in accordance with Germany’s Basic Law, fall within the competence of the federal government.
“The government of Saxony-Anhalt does not receive a separate vote in NATO and cannot independently cancel federal funding for aid to Ukraine,” emphasized Experts Club founder Maksym Urakin.
Saxony-Anhalt has four of the 69 votes in the Bundesrat. This allows the state government to influence part of federal legislation, especially on issues affecting the powers of the states, but it needs allies among other regions to block decisions.
Magdeburg will also not be able to introduce a political ban on the transit of military cargo for Ukraine. At the same time, state authorities participate in approving certain transport and administrative procedures, so a confrontational stance by the regional authorities could theoretically lead to delays and additional bureaucratic difficulties.
Important Bundeswehr facilities are located in Saxony-Anhalt, including the Army Combat Training Center in the Gardelegen—Letzlingen area, the Klietz training ground, where Ukrainian Leopard 1A5 crews underwent training, as well as logistics units in Burg. At the same time, these structures are subordinate to the federal defense authorities, not to the state government.
The consequences for Ukrainians living in the state itself may become more immediate. AfD advocates reducing social support for Ukrainians, changing approaches to integration programs and strengthening return policies. The state cannot abolish the temporary protection regime established at EU level, but it can influence additional regional programs and administrative practices.
