In August 2026, Ukraine significantly reduced purchases of motor gasoline from the southern direction: imports from Romania decreased by approximately one third, while those from Greece fell by 40%, according to calculations by the Experts Club analytical center and data from the A-95 Consulting Group.
Supplies of Romanian gasoline amounted to 23.4 thousand tonnes compared with 34 thousand tonnes in July.
Imports from Greece decreased to 15 thousand tonnes from 24.9 thousand tonnes a month earlier.
Thus, total supplies from the two countries decreased over the month from approximately 58.9 thousand to 38.4 thousand tonnes.
“The main reason for the significant drop in imports from the south was the price factor. In August, when the market was no longer threatened by a shortage, companies reduced purchases of more expensive fuel from Romania and Greece,” the A-95 Consulting Group reported.
A similar trend was also observed in the diesel fuel market.
At the same time, the bulk of Ukrainian gasoline imports continued to arrive from the northwestern direction. In August, Lithuania supplied 51.8 thousand tonnes of gasoline, while Poland supplied 40.1 thousand tonnes.
These two countries accounted for about 60% of total imports.
Overall, gasoline supplies from abroad in August amounted to 152 thousand tonnes, which is 7% less than a year earlier. Since the beginning of 2026, Ukraine has imported 1.12 million tonnes of gasoline — 16% more than in January-August 2025.
The decline in purchases from the southern direction shows that after supply stabilized, Ukrainian traders began more actively redistributing flows in favor of cheaper European sources.
In August of this year, 4,200 electric vehicles (new and used) were added to Ukraine’s vehicle fleet, which is 47% fewer than in the same month last year, according to a report by “Ukravtoprom” on its Telegram channel.
At the same time, compared to July of this year, electric vehicle registrations rose by 7.7%.
As usual, passenger cars accounted for the majority of registered electric vehicles—4,074, of which 503 were new (-73%) and 3,571 were used (-37%).
Of the 160 commercial BEVs, only two were new (in August 2025, 24 out of 175 were new).
The most popular new electric vehicles in July 2026 were the BYD Sea Lion 06 EV—102 units; the Zeekr 001—46 units; the Zeekr 7X—44 units; the MG4 EV—36 units; and the Toyota BZ4X—33 units.
Among used vehicles, the most frequently first-registered models were the Tesla Model Y—494 units, the Tesla Model 3—480 units, the Nissan Leaf—454 units, the Chevrolet Bolt—199 units, and the Hyundai Ioniq 5—160 units.
As previously reported, a sharp increase in demand for electric vehicles began last summer due to plans to introduce a value-added tax (VAT) on the customs clearance of electric vehicles starting January 1, 2026. Specifically, in December—the last month during which electric vehicles could be cleared through customs without
VAT—demand for them increased 8.6-fold compared to December 2024, reaching 32,800 units.
In total, 110,200 electric vehicles were added to Ukraine’s vehicle fleet in 2025—twice as many as in the previous year. New vehicles accounted for 20% of the total, compared to 24% in 2024.
Imports of goods into Ukraine from January through August 2026 increased by 26% in monetary terms compared to the same period in 2025—from $52.6 billion to $66.3 billion, according to data from the Telegram channel of the State Customs Service (SCS) of Ukraine.
Exports, however, despite a 4% increase in January–July, slowed in January–August and remained nearly at last year’s level—$26.6 billion compared to $26.6 billion last year.
Meanwhile, taxable imports totaled $46.8 billion, accounting for 71% of the total volume of imported goods.
“The tax burden per kilogram of taxable imports in January–August 2025 was $0.6/kg,” the agency added.
The largest volumes of goods were imported into Ukraine from China ($19.6 billion), Poland ($6.3 billion), and Germany ($4.4 billion).
The largest exports from Ukraine went to Poland ($3.2 billion), Turkey ($2.1 billion), and Germany ($1.7 billion).
Of the total volume of goods imported in January–August 2026, 73% consisted of machinery, equipment, and transportation vehicles—$29.9 billion (customs clearance of these goods generated 168.1 billion UAH in budget revenue, accounting for 29% of customs revenue), chemical industry products—$9 billion (74.9 billion
UAH was paid to the budget, or 13% of customs revenue), and fuel and energy products—$9.5 billion (197 billion UAH was paid, accounting for 34% of customs revenue).
The top three most exported goods from Ukraine were: food products—$15.4 billion; metals and metal products—$2.7 billion; and machinery, equipment, and transportation vehicles—$2.4 billion.
In the first 8 months of 2026, customs clearance of exports subject to export duties generated 1.1 billion UAH in revenue for the budget, compared to 174.2 million UAH during the same period last year.
As previously reported, since July of this year, operations at the ports of “Greater Odesa” and their terminals have become significantly more difficult due to intensified attacks on ships and port infrastructure.
The OKKO network remains the largest importer of automotive gasoline into Ukraine: in August 2026, the company imported 46,100 metric tons of fuel, and 302,000 metric tons since the beginning of the year, according to data from the A-95 Consulting Group. OKKO accounts for about 27% of all Ukrainian gasoline imports since the beginning of the year.
The next group of largest suppliers consists of WOG, UPG, and “Ukrnafta.”
In August, WOG imported 20,200 metric tons of gasoline, UPG—20,000 metric tons, and “Ukrnafta” imported 19,400 metric tons.
Next are “BRSM-Nafta” with 7,000 metric tons, Amic with 3,400 metric tons, and “Avantage” with 3,100 metric tons.
Gaztrim and KLO each imported 2,400 metric tons, and Bars 2000 imported 2,200 metric tons.
Other market participants accounted for 26,100 metric tons.
In total, Ukraine imported 152,000 metric tons of motor gasoline in August.
The largest countries of origin for the fuel were Lithuania—51,800 metric tons—and Poland—40,100 metric tons. The ORLEN Group supplied more than half of August’s imports.
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
