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Part of: FT reports US told Ukraine to stop attacks on Kazakhstan's CPC oil route·3 events

FT reports US told Ukraine to stop attacks on Kazakhstan's CPC oil route

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FT reports US told Ukraine to stop attacks on Kazakhstan's CPC oil route

The Financial Times reported that the United States demanded Ukraine halt attacks on the Caspian Pipeline Consortium's Black Sea facilities and associated tankers, citing sources. The request was passed to Kyiv in late July after Vice President JD Vance raised it in a July 31 call with President Volodymyr Zelensky. Ukraine has since halted the drone campaign against oil tankers near the CPC terminal, the FT said.

The US Demand

US Vice President JD Vance warned Ukrainian President Volodymyr Zelensky that Ukraine must stop strikes on Caspian Pipeline Consortium facilities and associated vessels in the Black Sea, the Financial Times reported, citing sources. The request was transmitted to Kyiv in late July, according to the FT. After a July 31 phone call between Vance and Zelensky, Ukraine halted a drone campaign against oil tankers near the CPC terminal, the newspaper said. The demand covered non-Russian-linked ships and CPC infrastructure used to export Kazakh oil.

CPC Export Route

The Caspian Pipeline Consortium carries more than 80 percent of Kazakhstan's oil exports, making it the country's primary export route. The pipeline extends about 1,500 kilometers from oil fields in western Kazakhstan to a marine terminal on Russia's Black Sea coast, where Kazakh oil is loaded onto tankers. Damage to CPC infrastructure or disruption at the marine terminal could affect oil supplies and Kazakhstan's export revenue. Kazakh state company KazMunayGas has said no full alternative to the route exists in terms of economic significance and transport volumes.

Shareholder Structure

CPC is an international project whose largest shareholders include Kazakhstan via KazMunayGas, Russia via Transneft, and structures of Chevron, Lukoil, ExxonMobil, Rosneft, and Shell. Kremlin spokesman Dmitry Peskov said the attacks on CPC facilities affect the interests of Kazakhstan, Russia, and the United States. In early August, reports said Washington had secured Kyiv's agreement not to attack non-Russian-linked tankers and CPC infrastructure used to transport Kazakh oil.

What's Next

The next test could come if Ukrainian drone activity near CPC tankers resumes in the Black Sea. It remains unclear whether the reported halt will hold without a formal public agreement between Washington and Kyiv.

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FT reports US told Ukraine to stop attacks on Kazakhstan's CPC oil route