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Sources say that the attack by a Ukrainian drone on a Russian gas plant has affected Kazakh production

Two industry sources said on Monday that a Ukrainian drone attack on Russia’s Orenburg Gas Plant has forced Kazakhstan to reduce its production at Karachaganak Oil and Gas Condensate Field by 25 to 30%.

Kazakhstan's Energy Ministry said that Orenburg, one of the largest gas processing facilities in the world, was forced to stop importing gas from Kazakhstan following the attack.

Ukraine confirmed that it had hit a gas station in the Orenburg area, located 1,700 km (1,060 mi) east of Russia's border with Ukraine. It also confirmed hitting an oil refinery, in the Samara Region.

Since August, Kyiv's attacks on Russian refineries have increased in an effort to disrupt fuel supply and deprive Moscow funding.

According to two anonymous sources, the output at Karachaganak was between 25,000 and 28,000 tons on Monday, compared to its usual 35,000-35,000 tons.

Orenburg, controlled by Gazprom, could resume gas imports from Karachaganak as early as Monday. They declined to specify when normal supply levels would be restored.

Karachaganak's oil and gas output are closely related, so the field cannot produce much if gas production drops.

Karachaganak is not only used to process the gas at Orenburg but also for re-injection in order to maintain reservoir pressure and for local power generation.

Karachaganak will produce around 263,000 barrels per day of oil by 2024. The Caspian Pipeline Consortium exports it via a Russian Black Sea Terminal, and also through the Druzhba Pipeline in Russia to Germany.

The field is operated in a consortium that includes U.S. energy giant Chevron (18%), and European energy companies Shell (29.25%).

Lukoil, a Russian company, and KazMunayGaz, a local company, both hold stakes of 10%.

Requests for comment from the consortium, Gazprom and Kazakhstan's Energy Ministry were not answered.

In 2024, the Kazakh authorities and Karachaganak shareholders agreed to build a gas processing plant with a capacity of up 4 billion cubic meters per year. The new facility is expected to begin operations in 2028.

The project was suspended by the current consortium. Now, the government is looking for new investors to bring in Kazakh firms.

According to industry sources, the Orenburg plant's maintenance caused a 24% drop in oil and gas condensate output at Karachaganak. Reporting by Guy Faulconbridge; editing by Jason Neely, Tomaszjanowski and Guy Faulconbridge

(source: Reuters)