Commodities February 25, 2026

Zelenskiy Says Fixing Druzhba Pipeline Will Take Time Amid Blame and Energy Strains

Kyiv points to repeated Russian strikes as repairs slow; Hungary accuses Ukraine of politically motivated delay

By Jordan Park
Zelenskiy Says Fixing Druzhba Pipeline Will Take Time Amid Blame and Energy Strains

Ukrainian President Volodymyr Zelenskiy said repairs to the Druzhba oil pipeline cannot be completed quickly, citing repeated Russian strikes that damaged the section linking Odesa to the main Druzhba line. Shipments to Hungary and Slovakia have been suspended since January 27 after Kyiv reported a strike on pipeline equipment. Budapest has accused Ukraine of deliberately delaying the restart and has threatened further actions, while Ukraine reports intensified attacks on its energy infrastructure and Naftogaz says 60 Russian drones struck its facilities in the north and east.

Key Points

  • Repairs to the Druzhba pipeline cannot be completed quickly, according to President Volodymyr Zelenskiy, who cited repeated Russian strikes that destroyed the link between Odesa and the Druzhba system.
  • Shipments of Russian oil to Hungary and Slovakia have been suspended since January 27 after Kyiv reported damage to pipeline equipment; Hungary accuses Ukraine of deliberately delaying the restart and calls the halt politically motivated.
  • Russia has intensified strikes on Ukrainian power plants and gas infrastructure, contributing to acute power shortages and the loss of almost half of Ukraine's gas production capacity, while Naftogaz reported attacks by 60 Russian drones on facilities in the Kharkiv and Chernihiv regions.

Overview

Repairs to the Druzhba oil pipeline - the conduit that carries Russian crude through Ukrainian territory to parts of Eastern Europe - will not be completed rapidly, President Volodymyr Zelenskiy said on Wednesday. Kyiv has attributed the prolonged outage of shipments to a Russian strike on pipeline equipment in western Ukraine on January 27, a disruption that has halted deliveries to Hungary and Slovakia since that date.


Repair timeline and cause

Speaking to reporters, Zelenskiy emphasized the practical limits on how quickly repair teams can restore the damaged sections. "Firstly, it’s not that fast," he said, adding that he regarded the damage as the result of Russian strikes that destroyed the pipeline connecting the Black Sea port of Odesa with the Druzhba system. "This is not their first strike, and they continue to hit the energy sector," he said, framing the pipeline damage as part of an ongoing campaign against Ukrainian energy infrastructure.

European Commission President Ursula von der Leyen, visiting Kyiv to mark the fourth anniversary of the start of the war, said the European Union had asked Ukraine to accelerate repair work. Zelenskiy responded to that appeal by reiterating the risks repair teams face: "They advise us to repair it, but they know that there have already been attacks on Druzhba," he said. He also noted the human toll: "Our people were injured so that it would work."


Accusations from Hungary

Despite the conflict, Ukraine has continued to permit the transit of Russian oil through pipelines on its territory, while having stopped the transit of Russian gas at the start of last year. Hungary has accused Kyiv of intentionally delaying the pipeline's restart. The Druzhba pipeline has been the principal route for delivering Russian oil to Hungary and Slovakia since the 1960s, a fact Budapest has highlighted in framing its complaint.

Hungarian Prime Minister Viktor Orban said on Wednesday that the suspension of oil flows was politically motivated and suggested Ukraine was "preparing further actions". He was quoted as saying: "The Ukrainian government is putting pressure on Hungary and Slovakia with an oil blockade." The Ukrainian government did not immediately respond to his remarks.

Orban's remarks come amid broader tensions between Budapest and the European Union. The Hungarian prime minister has maintained cordial ties with Moscow, declined to send weapons to Ukraine, and has said Kyiv should not join the 27-nation bloc.


Wider attacks on energy infrastructure

Ukrainian officials say Russia has significantly stepped up strikes on power plants and the gas sector in recent months. Those attacks, Kyiv says, have produced severe power shortages, deprived the country of almost half its gas production capacity, and compelled Ukraine to increase gas imports from Europe. Some of those imports arrive from Hungary and Slovakia - countries that, in response to the Druzhba dispute, have threatened to suspend emergency electricity exports to Ukraine.

Earlier this month, at the request of U.S. President Donald Trump, Russia agreed to a short-term pause in attacks, according to Ukrainian comments. Zelenskiy urged Hungarians to take their concerns to Moscow, urging: "Hungarians should appeal to the Russians to grant an energy truce."

Kyiv has itself undertaken strikes on Russian oil facilities, including parts of the Druzhba pipeline that run through Russian territory, yet it has also proposed an energy truce to Moscow.


Recent attacks on Naftogaz facilities

On Wednesday, Ukraine’s state oil and gas company Naftogaz reported that 60 Russian drones had attacked its facilities in the north and east of the country. In a statement, Naftogaz said: "For two days, strikes on gas storage facilities and production facilities in the Kharkiv and Chernihiv regions have continued unabated."

The unfolding mix of infrastructure damage, competing accusations between Kyiv and Budapest, and ongoing strikes on energy-related targets underlines the difficulty of restoring stable oil flows through the Druzhba route in the near term.

Risks

  • Prolonged disruption to oil flows via the Druzhba pipeline may affect energy supplies and trading flows to Hungary and Slovakia - sectors impacted: oil refining, fuels distribution, and regional energy markets.
  • Continued Russian strikes on power and gas infrastructure risk deeper energy shortages in Ukraine and increased dependence on imports from Europe - sectors impacted: electricity generation, gas production, and cross-border energy trade.
  • Escalating diplomatic tensions between Hungary and Ukraine over pipeline repairs could result in reduced emergency electricity exports from Hungary and Slovakia to Ukraine - sectors impacted: electricity interconnectors and regional emergency energy support mechanisms.

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