Ukraine has committed to not striking the Caspian Pipeline Consortium (CPC) facilities or tankers heading to its Black Sea terminal, provided they are not linked to Russia, not under Ukrainian sanctions, and not carrying Russian oil, according to infohub.kz.
Bloomberg, citing a US official, reports that Kyiv gave these assurances after talks with US authorities.
The Wall Street Journal, meanwhile, says the Trump administration warned Ukraine against attacking third-country vessels and oil infrastructure in the Black Sea.
The issue of potential damage from such actions was raised at the White House by representatives of Chevron, which owns a 15% stake in CPC and is interested in protecting the consortium's infrastructure.
It is worth noting that CPC has been repeatedly attacked recently. In February 2025, seven drones struck the largest oil pumping station, Kropotkinskaya, after which oil pumping through the system dropped by 30–40%.
In the fall, one of the mooring devices at the marine terminal was damaged. A new wave of attacks occurred in July 2026: the tankers Nordic Zenith, ASIA, NISSOS IOS, and NELSA, carrying Kazakh oil, were damaged. As a result, CPC had to temporarily suspend oil intake and loading.
Earlier, Kazakhstan's Ministry of Energy reported that CPC had resumed receiving oil after the temporary shutdown.
On the eve, National Bank Governor Timur Suleimenov said the regulator does not expect sharp fluctuations in the tenge exchange rate due to the temporary halt in oil exports via CPC. However, the National Bank is ready to take measures if non-market fluctuations occur.
Energy and investment expert Olzhas Baidildinov calculated that due to the attacks on CPC, Kazakhstan may have lost over $700 million in July.