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 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.
According to Experts.news, gasoline imports to Ukraine in September 2026 totaled 145,000 metric tons, which is 5% less than in August but 3% higher than in September of last year, the A-95 Consulting Group reported based on the results of a special study.
From January through September, Ukraine imported 1.26 million metric tons of gasoline—15% more than during the same period in 2025.
“The decline in gasoline supplies in September occurred against the backdrop of a seasonal drop in consumption. Demand was also weighed down by this year’s record-high retail prices, which prompted car owners to conserve fuel,” the A-95 Consulting Group reported.
Lithuania remained the largest source of gasoline supplies in September, accounting for 46,400 metric tons, or 32% of the total volume. Compared to August, supplies fell by 10.4%.
Poland ranked second with 36,800 metric tons, or 25% of Ukraine’s imports. A month earlier, 40,100 metric tons were supplied from that country.
Thus, the combined share of Lithuania and Poland in September fell from 60% to 57%. Supplies from the largest supplier—the ORLEN Group—from these two countries decreased from 78,800 to 67,800 metric tons. Despite the decline, ORLEN accounted for about 47% of all Ukrainian gasoline imports.
At the same time, the geography of supplies changed. Imports from Germany fell by 25% compared to August—to 13,600 metric tons. Of this volume, 8,300 metric tons, or 61%, were imported by the UPG network.
At the same time, the share of southern supplies increased. Gasoline shipments from Romania rose by 29%—from 23.4 thousand to 30.1 thousand metric tons. As a result, Romania moved into third place among supplier countries and accounted for over 20% of September’s imports.
Supplies from Greece, on the other hand, fell by 28%—from 15,000 to 10,800 metric tons. Imports from Moldova more than doubled—from 1,900 to 4,100 metric tons.
Thus, despite the decline in total imports in September, shipments remain higher than last year’s level, and in the first nine months of 2026, Ukraine imported 15% more gasoline than in the same period a year earlier.
Source: A-95 Consulting Group.
OKKO maintained its leadership among the largest importers of automotive gasoline into Ukraine, importing 51,000 metric tons of fuel in September 2026, according to data from a special study by the A-95 Consulting Group and calculations by the Experts Club analytical center.
Thus, OKKO accounted for about 35% of total gasoline imports in September, which amounted to 145,000 metric tons.
From January through September, the company imported 375,000 metric tons of gasoline—about 30% of the total volume of shipments to Ukraine since the beginning of the year, which reached 1.26 million metric tons.
Ukrnafta took second place among importers in September with a volume of 19,500 metric tons. WOG recorded virtually the same figure—19,000 metric tons.
UPG imported 15,900 metric tons of gasoline. Thus, the four largest companies—OKKO, Ukrnafta, WOG, and UPG—accounted for a total of 105,400 metric tons, or nearly 73% of all gasoline imports into the country for the month.
Next came BRSM-Nafta with 5,300 metric tons, Avantage with 3,400 metric tons, BVS and SOCAR with 2,600 metric tons each, KLO with 2,300 metric tons, and VST with 1,900 metric tons. Other companies collectively imported 21,300 metric tons.
In September, gasoline imports into Ukraine fell by 5% compared to August—to 145,000 metric tons. The A-95 Consulting Group attributes the decline in supplies to a seasonal drop in consumption and this year’s record-high retail gasoline prices, which encouraged drivers to conserve fuel.
At the same time, compared to September 2025, imports rose by 3%, and over the first nine months of this year—by 15%, to 1.26 million metric tons.
Source: “A-95” Consulting Group.
In September 2026, the State Customs Service of Ukraine transferred 75.2 billion hryvnia in customs duties to the state budget, which is 18.1 billion hryvnia more than in the same month last year.
According to Open4Business, citing data from the State Customs Service, revenues increased by 31.7% compared to September 2025, when 57.1 billion hryvnias were transferred to the budget.
The agency noted that actual revenue in September exceeded the indicative target set by the Ministry of Finance by 4.6 billion hryvnia.
One of the main factors driving the growth in revenue was the increase in the volume of taxable imports. In September 2026, this volume amounted to $7.3 billion, which is 23.7% more than a year earlier.
In particular, revenue from customs clearance of natural gas rose significantly—by 2.8 billion hryvnias—as did revenue from passenger cars (2.2 billion hryvnias), petroleum products (1.8 billion hryvnias), and coal (1.3 billion hryvnias).
Additional revenue was also generated by imports of telephones—by 0.9 billion UAH, power generators—by 0.7 billion UAH, and trucks—by 0.6 billion UAH.
At the same time, customs duty exemptions granted during customs clearance of goods in September totaled 25.3 billion UAH, which is 5.9 billion UAH, or 30.4%, more than in September of last year.
The largest amounts of exemptions were for defense-related goods—13.1 billion UAH, goods imported under free trade agreements—5.7 billion UAH, and energy equipment—2.4 billion UAH.
Thus, despite the increase in the volume of exemptions granted, the growth in imports and payments for certain major commodity groups allowed the State Customs Service to significantly increase revenues to the state budget.
The State Customs Service administers customs payments when goods cross Ukraine’s customs border. Customs revenues—primarily import VAT, excise taxes, and duties—are one of the largest sources of revenue for the state budget.
