Russian War Against Ukraine: Energy Dimension DiXi Group alert (status as of 12:00, May 7) Stop russian nuclear terrorism! Set A2/AD and no-fly zones over Ukraine’s nuclear facilities, impose sanctions on Rosatom! Stop the atrocities! Introduce full embargo on russian oil and gas imports! #StopRussianAggression #StandWithUkraine Summary • The Ministry of Internal Affairs warned of the intensification of attacks, sabotage groups and provocations ahead of May 9; extended curfew would be introduced in a number of regions. • Almost 697,000 consumers did not have access to electricity supply, over 219,000 consumers did not have gas. • Several facilities in the Exclusion Zone cannot fully resume operations due to disruption of logistics routes for equipment and spare parts, as well as lack of safe access for personnel. • The maximum retail prices on fuel, taking into account the trade margins set by the government, reached 42.63 UAH/liter for diesel fuel and 37.69 UAH/liter for petroleum. • Ukraine called for the immediate embargo on Russian oil and the start of consultations on the gas embargo. The Minister of Foreign Affairs Dmytro Kuleba called intentions to postpone the embargo by 2023 a mistake. Attacks: Donetsk region In the last 24 hours, 15 settlements of the Donetsk region, including Mariupol, Avdiivka, Toretsk and Siversk were shelled from aircraft, multiple launch rocket systems "Grad”, tanks and heavy artillery, with 1 civilian killed and 4 injured, as the National Police reported. The shelling damaged at least 44 residential facilities, farm facilities and utilities. According to the General Staff of the Armed Forces of Ukraine, the enemy continued to block Ukrainian units in the city of Mariupol (Azovstal Iron & Steel Works), and with the support of aircraft resumed assault operations to take full control of the facility. On May 6, with the support of the United Nations and the Red Cross, 50 women, children, and the elderly were evacuated from the Azovstal Iron & Steel Works; however, the Russians once again violated the ceasefire and fired on an evacuation vehicle, with 1 Ukrainian soldier killed and 6 injured. Luhansk During the day, the Russian troops opened fire 24 times on residential region facilities in the region, reported the Luhansk Regional Military Administration Head Serhii Haidai. 36 residential buildings were destroyed or damaged, including 11 in Zolote, 10 in Popasna, 5 in Severodonetsk, 4 in Rubizhne, 2 in Lysychansk, and shelling of the Azot chemical industry facility continued. The occupiers were trying to force the Siverskyi Donets river near the city of Kreminna. The occupied city had more than 3,500 residents, almost every house was robbed by the Russian military, and the humanitarian situation was generally difficult: there was no food, electricity supply or mobile communications. Kharkiv region The Russian troops continued to destroy the residential facilities of the region, reported the Kharkiv Regional Military Administration Head Oleh Syniehubov. During the day, the occupiers opened fire three times with multiple rocket launch systems and artillery on residential areas of the city of Kharkiv. According to the mayor of Kharkiv Ihor Terekhov, about 25% of the city's housing, many administrative buildings, educational, medical, and infrastructure facilities were destroyed, and full reconstruction of the city would be possible in 2-3 years after the war. In the Kharkiv region, the Russian invaders destroyed the Hryhorii Skovoroda National Museum with a missile strike, and one person was injured. During the day, the Armed Forces of Ukraine managed to restore control over the settlements of Oleksandrivka, Fedorivka, Ukrainka, Shestakovo, Peremoha and part of the village of Cherkaski Tyshky. In the area of Tsyrkuny and Ruski Tyshky settlements, the occupiers blew up three road bridges in order to slow down the counter-offensive actions of the Armed Forces of Ukraine. Poltava region On the morning of May 7, the Russian troops launched a missile strike on an infrastructure facility near the city of Karlivka, reported the Poltava Regional Military Administration Head Dmytro Lunin. Information about the destruction and the victims was being clarified. According to Lunin, the previously destroyed Kremenchuk refinery will not be able to operate until the end of the year. The destroyed facility was the main producer of fuel in Ukraine, which - along with the destruction of a number of large oil depots - led to a deficit in the retail market. The main task for the city before the start of the heating season is to restore the Kremenchuk CHP, which would cost, according to preliminary estimates, 500 to 800 million UAH. Odesa region On the morning of May 6, the Ukrainian air defense forces destroyed a missile fired at the Bilhorod-Dnistrovskyi district of the Odesa region, as the Operational Command "South" reported. In the evening of the same day, the Russian occupiers fired two missiles at the Odesa district, and no one was injured. The Ministry of Internal Affairs suggested the intensification of saboteurs and other criminal elements before May 9, so in the Odesa region and a number of other regions an extended curfew will be introduced. Mykolaiv According to the Mykolaiv Regional Military Administration, as of May 7, since region the beginning of the Russian invasion, 3,128 residential facilities were partially or completely damaged in the region, in particular 2,221 facilities of housing stock, 260 electricity, 132 gas, 52 heat and 10 water supply facilities. During the day, the Russian troops launched 5 missile strikes in the region - one missile was destroyed by anti-aircraft fire, the rest hit the previously destroyed railway bridge, as the Operational Command "South" reported. Kherson region According to the General Staff of the Armed Forces of Ukraine, in the temporarily occupied territories of the Kherson region, the invaders were taking a number of measures to support the activities of Russian troops and the occupation regime. The occupiers were considering various options for the occupied territories, including the formation of so-called "Crimean Federal District" and accession to the Crimea. The so-called "government" reported that all residents of the Kherson region will have the right to obtain Russian citizenship, and the region will return the coat of arms of the Russian Empire. In addition, it was reported that the Russians have begun rebuilding power lines and gas infrastructure to supply electricity and gas from Crimea. Psychological and propaganda pressure on the residents continued, exits from the occupied settlements were blocked, and the number of checkpoints and mobile patrols was increased. Zaporizhzhia According to the Zaporizhzhia Regional Military Administration, the Russian region troops continued heavy shelling of settlements. As a result of the shelling of the city of Orikhiv, the agro-industrial warehouses, residential and commercial premises were set on fire; in addition, the fighting caused new damage to power grids, leaving 160 consumers without electricity supply. Due to the shelling of the village of Novotavrycheske, about 20 residential buildings and a low-pressure inlet gas pipeline were damaged. The city of Huliaipole and the village of Kamyanske were also under the fire. In the town of Yakymivka, the occupiers were forcing local officials to sign questionnaires about "consent" to receive salary in Russian rubles. Nuclear and Radiation Safety: As of May 7, all operating NPPs of Ukraine are operating normally, and the radiation, fire and environmental conditions at the station sites and adjacent territories are within the standards. 7 out of 15 nuclear units were in operation (two each at Zaporizhzhia, South Ukraine and Rivne and one at Khmelnytskyi NPP), the other 8 were under maintenance or put in reserve. All NPPs regularly transmit data from station monitoring systems to the IAEA. Chornobyl NPP The IAEA, citing the State Nuclear Regulatory Inspectorate of Ukraine Exclusion Zone (SNRIU), confirmed that several facilities in the Exclusion Zone are still unable to fully resume operations due to disruption of logistics routes for equipment and spare parts, as well as lack of safe access for personnel. To remind, the regulatory body has decided to suspend some licenses for activities in the field of nuclear energy use in the Chernobyl zone. According to the licensees, the destruction and theft of computer, office and server equipment, databases and measuring equipment was recorded at facilities and offices. The SNRIU asked licensees to develop plans for inspections on the facilities safety, and define priority measures to restore safety and further operation. Zaporizhzhia NPP The Zaporizhzhia NPP and the satellite city of Energodar have been under the control of Russian terrorists for more than two months, suffering constant physical, psychological and informational pressure on the station's employees and residents. The ZNPP power units are serviced by Ukrainian personnel with proper rotation, but the nuclear and radiation safety of the plant is under constant threat. As of May 7, the radiation background on the territory of the ZNPP industrial site and the sanitary protection zone of the station remains within the standards. Despite the lack of tangible progress in the fight against Russia's nuclear terrorism by the IAEA, the Director General Rafael Grossi told Austrian media he expects nuclear energy to be revived as the main tool for combating climate change and ensuring energy independence in many European countries. The presence of Russian terrorists at nuclear facilities poses extremely high threats to nuclear and radiation safety on a global scale! Ukraine demands to recognize the actions of Russia and Rosatom as nuclear terrorism, which aims to intentionally violate the security of nuclear power plants, international law and basic human rights with the aim of genocide, ecocide and encroachment on the country's sovereignty. We call on international partners to increase pressure on the IAEA, whose actions may prevent acts of nuclear terrorism by Russia. At the same time, it is critical to minimize Russia's influence on IAEA policies and activities, in particular by removing all Russians from key positions in the Agency's Secretariat and restricting their access to information about Ukraine's nuclear power plants. We also emphasize the need to impose tough sanctions on the management, staff, products, international projects of Rosatom and, in general, the nuclear industry of the aggressor country! Electricity Sector: Power system operation For the 53rd day already, Ukraine's power system has been stably operating in trial synchronous mode with the Continental Europe network (ENTSO-E). Commercial exports of electricity to Poland via the Dobrotvirska TPP - Zamosc transmission line remained at the maximum level (210 MW) during the day. Electricity consumption in the power system remained stable during the week. Ukrenergo continued to restore main power networks. In particular, power supply to one of the 220 kV substations in the eastern region of Ukraine was restored. Also, during the week, one 220 kV line and two 330 kV lines were put into operation in different regions; one of the 220 kV substations was put into operation as well. Active works continued on 3 more substations and 6 power lines. Electricity market performance Day-ahead market (DAM): For May 7, the DAM weighted average settlement price has decreased to 2,208.52 UAH/MWh (-4.9% vs the previous trading day). The decline of exchange prices in the most Eastern European markets led to a further reduction in their gap with Ukraine. Prices in the markets of Romania, Slovakia and Hungary were app. 2.8 times higher than the Base DAM price index of Ukraine, while the price spread with the Polish market has reached 2.1 times. After a steady increase in the beginning of the week, the total volume of trading on DAM decreased and on May 7 amounted 19,515.2 MWh (-24% vs the previous day). At the same time, for 13 days in a row there is a clear trend of supply reduction. In this period, the volume of sale bids decreased more than 3 times - from 268 to 82,439.5 MWh (+4.8% vs the previous day), and market surplus - the gap with the volume of purchase bids - decreased from 20 to 4.2 times. The structure of electricity purchase on DAM practically has not changed: 86.3% belonged to suppliers, 13.5% to system operators, 0.2% to traders and producers. Intraday market (IDM): On May 6, after 3 days of decline, the weighted average price of electricity on IDM increased to 2,797.24 UAH/MWh (+10.7% vs the previous day). At the same time, the total volume of trading also increased to 303 MWh (+77% vs the previous day). At the same time, the presence of a relatively high supply at 33,710.5 MWh (-15%) maintains a significant market surplus - the gap with the volume of purchase bids is 111 times. The structure of purchase on IDM has undergone minor changes: 87.5% was occupied by suppliers, 9.5% by producers, and 2.9% by network operators. Disruption and resumption of supply According to the Cabinet of Ministers, as of 20:00 on May 6, 815 settlements were disconnected from electricity, a total of almost 697,000 consumers. During the day, electricity supply was resumed to app. 32,200 consumers. Large-scale power supply disruptions and, consequently, active recovery works were taking place: • in the Donetsk region, according to DTEK, supplies to 4,800 consumers in 13 settlements were resumed during day; 256 settlements remained without electricity supply (according to the Cabinet of Ministers, over 319,000 consumers); • in the Luhansk region, according to the Cabinet of Ministers, supply to 5,000 consumers was resumed during the day; • in the Kharkiv region, according to the Cabinet of Ministers, supply was resumed to 7,000 consumers during the day; 171,000 consumers were still with no electricity supply; • in the Kyiv region, according to DTEK, supply to 1,000 consumers was resumed during the day, while 10,800 consumers in 12 settlements were left without electricity supply; • in the Zaporizhzhia region, as of 07:00 on May 7, 21,260 consumers in 72 settlements were left without electricity supply; supplies to 2,835 consumers was restored during the day; • in the Mykolaiv region, according to the Cabinet of Ministers, supplies to 3,100 consumers were resumed during the day; • there was no up-to-date information on power supply in the Kherson, Sumy, Chernihiv and Dnipropetrovsk regions at the time of the review preparation. Gas Sector: As of May 5, the transit of Russian gas through the territory of Ukraine almost didn’t change as compared to the previous day level and amounted to 98.9 mcm. These volumes still account for less than the capacity contracted by Gazprom (109 mcm per day). Physical imports of gas from the EU were reported from the Hermanowice interconnection point (virtual interconnection point "Ukraine- Poland") and amounted only to 0.12 mcm. Gas transit through Ukraine (at Sokhranivka and Sudzha interconnection points), mcm Source: GTSOU Disruption and resumption of supply On May 6, no gas trading operations were made at the Ukrainian Interbank Currency Exchange. As of May 7, marginal gas prices - calculated based on GTSOU operations on the short-term market at the Ukrainian Energy Exchange - didn't change since May 2 and amounted to 27,945 UAH/tcm for sale and 34,155 UAH/tcm for purchase. The marginal gas price is an indicator used to calculate the payment for imbalances of market participants. In case of a positive imbalance, the sale price is applied; in case of a negative one - the purchase price. The Donetsk, Luhansk, Zaporizhzhia, Kharkiv, Kyiv, Kherson, and Mykolaiv regions had the most challenging situation in gas supply. According to the Cabinet of Ministers, as of 20:00 on May 6, over 219,000 consumers were left with no gas supply; gas supply was restored to more than 6,000 consumers. In the Kharkiv region, since the beginning of this week, the local DSO Kharkivmiskgaz has restored supply to 2,000 consumers in the regional center. At the same time, Kharkivgaz has restored gas supply to 1,000 households in the city of Barvinkove alone. According to the Zaporizhzhia Regional Military Administration, as of the morning on May 7, the situation almost didn’t change: 68,710 consumers in 87 settlements remained without gas supply. A low-pressure inlet gas pipeline in the village of Novotavrycheske was damaged last night by the shelling. At the same time, in the city of Orikhiv, the villages of Novotavrycheske and Pidhirne, damage to low-pressure distribution gas pipelines received earlier this day due to shelling was fixed. According to the Kyiv Regional Military Administration, gas supply distribution was restored in 119 settlements (117 completely, 2 partially; 131,600 consumer facilities). In the city of Irpin, gas supply was resumed to 59% of facilities. In the village of Moshchun, where fierce fighting took place, 80% of the consumer facilities, which received gas supply, were destroyed. The local DSO carried out emergency recovery works and supplied gas to the network and 56 facilities in the village. Only the village of Pochepyn (15 facilities) in the Bucha district, where demining work was underway, remained without gas supply. The Mykolaiv Regional Military Administration reported that, as of May 7, the number of damaged infrastructure facilities amounted to 132, and 1,692 consumers remained without gas supply. Restoration works were underway. In the Kherson region, as of May 6, the Velyka Oleksandrivka, Vysokopillia, Mylove, Novovorontsovka, Nova Oleksandrivka, Novoraysk, and Tyagynka communities remained without gas supply. In the Chernihiv region, the local DSO restored gas supply to 99 apartments in the city of Chernihiv. Most of the restoration works in the regional center were carried out during the active hostilities in the region. Operational information on gas supply in the Sumy, Luhansk, and Donetsk regions was not available at the time of the review preparation. Countermeasures of Ukrainian Companies and Public Authorities The Minister of Foreign Affairs of Ukraine Dmytro Kuleba called for the immediate embargo on Russian oil and the start of consultations on the gas embargo. The Minister noted that the position to postpone the oil embargo by the end of 2023 or 2024 is wrong. At the same time, he criticized the EU countries, which oppose either the embargo as such or promote extending its introduction for as long as possible. In an address to the parliament of Iceland, the President of Ukraine Volodymyr Zelenskyi appealed to completely suspend trade with Russia. The President also invited Icelandic companies to modernize Ukraine's energy sector, particularly in the field of energy efficiency. The Ministry of Infrastructure of Ukraine has reached an agreement with the Ministry of Infrastructure and Development of Poland on certificate-free border crossing for vehicles transporting fuel. To cross the border with Poland, you only need to register the vehicle in a special form the day before such crossing. The Ministry of Economy of Ukraine published the average cost of diesel and petroleum for May, which is used to calculate the marginal retail prices at gas stations. The average price for diesel fuel is set at 35.64 UAH per liter, for petroleum - 31.19 UAH per liter. Taking into account the trade margins set by the government, the maximum retail prices could reach 42.63 UAH per liter for diesel fuel and 37.69 UAH per liter for petroleum. Sources: The alerts are developed based on collected, verified, and analyzed information reports of over 100 official sources: ministries, state agencies, network operators, and energy companies. Information was collected only from official websites and official social media accounts. 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