Kazakhstan oil output rebounds 12% in August to 8.485 mln tonnes

September 25, 2026 at 06:27 PM2 min

This digest was compiled by AI from multiple sources — links to the originals are below.

Kazakhstan's oil, gas condensate and light hydrocarbon production rose to 8.485 million tonnes in August from 7.604 million tonnes in July, a nearly 12% monthly increase. The recovery followed the resumption of operations at major fields and stabilization of exports via the Caspian Pipeline Consortium. Tengiz, Kashagan and Karachaganak all posted higher output, while the CPC boosted exports by 22% to 6.288 million tonnes.

Key Facts

Kazakhstan's total oil, gas condensate and light hydrocarbon production reached 8.485 million tonnes in August, up from 7.604 million tonnes in July.
Tengiz, the country's largest field, produced 3.435 million tonnes in August, up from 3.053 million tonnes in July.
Kashagan output rose to 1.525 million tonnes in August from 1.166 million tonnes in July, an increase of nearly 31%.
The Caspian Pipeline Consortium exported 6.288 million tonnes in August, a 22% increase over July.
January–August production totaled 48.856 million tonnes, down about 9% from 53.823 million tonnes in the same period of 2025.

Field-by-Field Recovery

Tengiz increased output from 3.053 million tonnes in July to 3.435 million tonnes in August, a daily rise from about 784,000 to 882,000 barrels. Kashagan posted the strongest relative growth, with production climbing from 1.166 million to 1.525 million tonnes, or nearly 31%. Karachaganak recovered part of its volumes, rising from 824,000 to 951,000 tonnes, or from about 209,000 to 241,000 barrels per day.

CPC Export Stabilization

The Caspian Pipeline Consortium, which carries more than 80% of Kazakhstan's oil exports, increased shipments by 22% in August to 6.288 million tonnes. The stabilization followed a series of disruptions and attacks on infrastructure and tankers that had constrained exports earlier in the year. The Energy Ministry estimates Kazakhstan lost about 3.5 million tonnes of oil production in 2026 due to CPC disruptions alone.

September Maintenance and Annual Outlook

Karachaganak is undergoing planned maintenance in September, which is expected to reduce production by about 400,000–450,000 tonnes for the month. Reuters reported that daily output at Karachaganak fell by about a quarter in September compared with August. CPC exports in September are expected to be lower than August levels due to the Karachaganak maintenance. For the first eight months of 2026, Kazakhstan produced 48.856 million tonnes, down about 9% from 53.823 million tonnes in the same period of 2025. The government lowered its 2026 production forecast from about 100.5 million tonnes to 96 million tonnes, and expects a similar level in 2027.