India has proposed a three-part ceasefire plan to Ukraine and Russia that calls for an end to attacks on energy and other infrastructure, the assurance of uninterrupted exports of grain and energy resources through the Black Sea, and a halt to attacks on commercial vessels.
This was reported on October 7 by the Hindustan Times, citing sources familiar with the proposal. The full text of the Indian initiative has not yet been made public.
According to the publication, the first point calls for a halt to attacks on energy facilities and other critical infrastructure.
The second concerns ensuring the unimpeded passage of grain and energy resources through Black Sea ports.
The third calls for a halt to attacks on commercial shipping in the Black Sea.
According to the Hindustan Times, the proposal was presented to Ukrainian leaders during a visit by Indian Foreign Minister Subramanyam Jaishankar to Kyiv on September 3. He discussed the initiative in separate meetings with Ukrainian President Volodymyr Zelenskyy and Foreign Minister Andriy Sybiga.
The Indian initiative combines elements of several other proposals for a partial ceasefire. According to the publication, Egypt and Turkey proposed focusing on the safety of commercial shipping and grain exports through the Black Sea, while the U.S. proposal primarily concerned a halt to attacks on energy infrastructure.
On October 2, Sybiga confirmed that Ukraine had received ceasefire proposals from India, Turkey, Egypt, and the U.S., and described the Indian proposal as the most comprehensive. He noted that Kyiv is ready to consider various formats of a ceasefire, including an energy and Black Sea ceasefire, provided it also extends to port infrastructure.
On October 4, Indian Foreign Minister Jaishankar also publicly confirmed that New Delhi had shifted in recent months from general calls for peace to direct consultations with Moscow and Kyiv. According to him, the Indian side is discussing the safety of shipping in the Black Sea, the export of grain and energy resources, as well as the possibility of a mutual renunciation of certain types of attacks.
One of the motivations behind the Indian initiative is New Delhi’s interest in the stability of energy supplies and the security of maritime transport. According to the Hindustan Times, nearly 30% of Russian energy supplies to India pass through Black Sea ports. In recent weeks, attacks on commercial vessels have led to supply disruptions and rising freight costs.
In addition, five Indian sailors have been killed in attacks on merchant ships in the region over the past few weeks, prompting Indian authorities to repeatedly call for an end to attacks on civilian shipping.
Russia and Ukraine have not yet officially announced their direct responses to all three points of the Indian plan. The Hindustan Times reports on ongoing contacts between the parties, though details of these talks have not been disclosed.
The Ukrainian Foreign Ministry previously stated that Kyiv is ready for a complete and unconditional ceasefire, as well as for separate agreements to halt attacks on energy and food infrastructure.
In January–September 2026, Poland increased its diesel fuel shipments to Ukraine by 44% compared to the same period last year—to over 2 million metric tons, according to data from the A-95 Consulting Group and its analysis by the Experts Club think tank.
In September, 202,600 metric tons of diesel fuel were supplied from Poland, which is virtually the same as the September 2025 level of 202,000 metric tons.
Romania remained the second-largest supplier in September, with 156,700 metric tons, compared to 158,600 metric tons a year earlier. Supplies from Lithuania increased by 7% to 65.9 thousand metric tons.
At the same time, imports from Southern Europe fell significantly. Supplies from Greece dropped by 70% to 40.8 thousand metric tons, and from Turkey by 88% to 6.1 thousand metric tons.
Overall, the volume of imports from southern Europe in September fell by 38%—to 220,000 metric tons—and its share of total imports decreased from 52% to 41%.
“Due to the war in Iran, southern European supplies are significantly more expensive this year than northern ones, and this is the main reason for the decline in volumes,” notes “A-95”.
Over the first nine months, diesel fuel imports from Lithuania rose by 33%—to over 560,000 metric tons. At the same time, shipments from Hungary fell by 49%—to 266,000 metric tons.
According to Serhiy Kuyun, director of the “A-95” Consulting Group, this shift in the geography of supplies indicates the Ukrainian fuel market’s continued adaptation to changes in price conditions and logistical risks.
The “A-95” Consulting Group conducts research on the motor fuel market, monitors prices and logistics, and analyzes the supply of resources to the Ukrainian market.
In September 2026, Ukrnafta became the largest importer of diesel fuel to Ukraine for the first time, supplying 105.3 thousand metric tons of the fuel, according to data from the A-95 Consulting Group and its analysis by the Experts Club.
The company’s import volume was 3.3 times higher than in September of last year.
OKKO took second place among the largest importers with 57,500 metric tons, while UPG came in third with 47,000 metric tons.
The top five also included AT Energo Trade with 44,000 metric tons and WOG with 42,500 metric tons.
Next came ZPEK with 29,400 metric tons, “Paid” with 28,900 metric tons, D.Trading with 26,500 metric tons, “Martin Trade” with 18,100 metric tons, and “Gaztrim” with 12,000 metric tons.
Among the largest players, the ZPEK Group showed the most significant growth compared to last year. Over the first nine months of 2026, its imports rose by 228% and approached 250,000 metric tons.
Total diesel fuel imports into Ukraine in September amounted to 537,000 metric tons, which is 21% less than a year earlier.
According to Serhiy Kuyun, director of the A-95 Consulting Group, changes among the largest importers are occurring against the backdrop of logistics transformation, high volatility in global prices, and the need for companies to establish more stable supply channels.
“The fuel market continues to face unprecedented challenges caused by Russian attacks. Importers are actively developing new logistics channels and expanding their vehicle fleets,” notes “A-95”.
The A-95 consulting group has been researching the Ukrainian motor fuel market for over two decades and monitors prices, supplies, and market infrastructure.
The IT sector remains the largest source of export revenue in Ukraine’s service sector: in January–August 2026, computer services accounted for 41% of the country’s total service exports, according to an analysis by Experts Club based on data from the National Bank of Ukraine.
Over the eight-month period, Ukraine exported $10.9 billion in services, which is approximately 6% more than during the same period in 2025.
IT service exports reached $4.46 billion, an increase of 4% year-over-year.
This means that more than $4 out of every $10 the country earns from service exports is generated by the IT sector.
At the same time, services as a whole accounted for about 30% of Ukraine’s total exports. Exports of goods for January–August totaled $24.9 billion, while exports of goods and services combined amounted to $35.8 billion.
This ratio underscores the exceptionally high importance of IT for Ukraine’s foreign trade: a single service sector alone accounts for about 12% of the country’s total export revenue.
To compare the dynamics of the IT sector itself, the figure for the first eight months of 2026 already roughly matches the result for the same period in 2023, though it remains 9% below the record level set in 2022.
Thus, in 2026, the IT sector is simultaneously strengthening its position after several years of decline and remains a key export sector of the Ukrainian economy.
Data source: National Bank of Ukraine.
The Polish oil refining group ORLEN S.A. supplied 1.3 million metric tons of diesel fuel to Ukraine from January through September 2026, which is 33% more than during the same period in 2025, according to data from the A-95 Consulting Group.
Compared to the first nine months of 2024, shipments increased by 68%.
ORLEN remains the largest corporate supplier of diesel fuel to the Ukrainian market.
In September, the company shipped a total of approximately 110,000 metric tons of diesel fuel from refineries in Poland and Lithuania. This is 30% less than in September of last year.
The decline in monthly shipments occurred against the backdrop of an overall reduction in Ukrainian diesel fuel imports. In September, the volume of imports amounted to 537,000 metric tons, which is 21% less than a year earlier.
At the same time, Poland retained its status as the largest supplier of diesel fuel to Ukraine. Over the first nine months, shipments from Poland rose by 44% and exceeded 2 million metric tons.
According to Serhiy Kuyun, director of the “A-95” Consulting Group, the role of the northern route in supplying the Ukrainian market has strengthened due to the higher cost of shipments from Southern Europe.
“A-95” notes that due to the significant rise in the price of Southern European supplies, Ukrainian companies are increasingly turning to supplies from Poland and Lithuania.
The “A-95” Consulting Group specializes in research and monitoring of the Ukrainian petroleum products market. The company’s director is Serhiy Kuyun.
In September 2026, Ukraine imported 537,000 metric tons of diesel fuel, which is 21% less than in the same month of 2025 and 9% lower than in August, according to data from the A-95 Consulting Group.
Since the beginning of the year, diesel fuel imports have reached 4.7 million metric tons, which is 3% higher than the January–September figure from last year.
The main feature of September was unusually weak demand. A-95 attributes this, in particular, to massive attacks on industrial enterprises, as well as to problems with the export of agricultural products from the new harvest, including disruptions in maritime logistics.
“We do not yet have precise data, but there are all signs that retail sales of diesel fuel have also declined due to record prices caused by unprecedented global market rates,” note analysts at “A-95”.
The decline in demand is also confirmed by supply trends in the third quarter. During this period, approximately 1.7 million metric tons of diesel fuel were imported into Ukraine, which is about 10% less than a year earlier.
According to Serhiy Kuyun, director of the A-95 Consulting Group, the Ukrainian fuel market continues to operate amid unprecedented logistical and pricing challenges related to the war.
“The fuel market continues to face unprecedented difficulties caused by Russian attacks. Importers are actively developing new logistics channels and expanding their fleets, particularly of gasoline tankers,” the company notes.
The “A-95” consulting group specializes in research on the Ukrainian petroleum products market, price monitoring, logistics, and resource supply for the fuel market. Its director is Serhiy Kuyun.
