RUSSIA'S NOVAK: RUSSIA TO DIVERT OIL PREVIOUSLY PLANNED FOR GERMANY VIA DRUZHBA TO OTHER ROUTES || THE STOPPAGE OF OIL TRANSIT HAS BEEN AGREED WITH KAZAKHSTAN || THE GERMANS HAVE REJECTED RUSSIAN OIL, IT MEANS THEY ARE…

Russia plans to reroute oil previously destined for Germany via the Druzhba pipeline to alternative markets following Germany's rejection of Russian crude, according to Deputy Prime Minister Alexander Novak. The halt in transit has been coordinated with Kazakhstan, which had relied on the pipeline for deliveries to Europe, signaling a structural shift in Eurasian oil flows and reinforcing the regional realignment of energy trade since Western sanctions. This development pressures Kazakhstan’s export logistics while increasing Russia’s reliance on alternative routes such as the CPC pipeline and Black Sea ports, affecting regional differentials and transit fees. The move underscores ongoing disruptions to European energy supply chains and strengthens the eastward redirection of Russian crude toward Asia and non-G7 buyers. Traders will watch upcoming CPC pipeline throughput data and Kazakhstan’s official response for signals on potential supply volatility and infrastructure bottlenecks.

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