AGP Executive Report

Energy: Russian strikes on power infrastructure have left consumers across several regions without electricity, with Kyiv and Dnipro facing the toughest conditions. Engineers are working around the clock, while Ukraine seeks EU emergency funding for power, water and heating and plans to expand distributed generation. Defense Manufacturing: Finland is set to provide €300 million for Ukrainian drone production and joint defense projects, adding momentum to domestic production. Business Finance: An IMF review could unlock $1.67 billion for Ukraine as the country faces mounting reconstruction and budget needs. Trade and Logistics: Escalating attacks have sharply reduced Black Sea shipping activity and disrupted deep-water exports, adding pressure to Ukrainian supply chains.

Energy Crisis: Russian strikes left more than 600,000 people without electricity in Dnipropetrovsk region, with outages reported across 12 regions; a drone attack also injured three Ukrenergo workers in Sumy. The EU plans emergency funding for Ukraine’s power, water and heating needs. Financing: The IMF has begun a review that could unlock $1.67 billion as Ukraine faces a widening funding gap and a contracting economy. Industrial Targets: Ukraine says it damaged three workshops at Russia’s Morozov plant, a supplier of solid fuel for Iskander missiles. A Ukrainian drone attack also sparked a fire at Russia’s Kinef refinery, as fuel purchase limits returned at Rosneft stations in several regions. Business and Technology: Kyivstar aims to expand into AI and cloud services, combining a Ukrainian-language model, data centres and its GigaCloud business. Sanctions: Canada added 38 entities and 24 individuals linked to Russia’s missile industry, cyber operations and sanctions-evasion networks to its sanctions list.

Power and Industry: Russian strikes left more than 600,000 people in the Dnipro region without electricity and damaged energy infrastructure. On Nov. 9, Ukrenergo imposed hourly outages and capacity limits for industrial consumers in some regions. Nuclear Safety: Ukraine restored external power to the occupied Zaporizhzhia plant after it switched to emergency generators; the IAEA says repeated outages keep nuclear safety at risk. Agriculture and Trade: Ukrainian wheat shipments to Egypt nearly doubled month on month in October, reaching 269,070 tonnes, or 27% of the country’s imports. Defense Technology: Ukraine is adapting ground robots for reconnaissance and combat inside gas pipelines, building on battlefield experience with unmanned systems. Peace Talks: US-mediated talks in Abu Dhabi are set for Nov. 10–11, with European officials expected to join discussions on security guarantees and de-escalation.

Power Grid Under Fire: Russian strikes left more than 600,000 people without electricity in Dnipropetrovsk and about 250,000 in Kharkiv, while emergency outages hit three more regions. Repairs are being hampered by repeated attacks; a strike also damaged a building at an industrial facility in Rivne. Nuclear Safety: The occupied Zaporizhzhia plant lost its last external power line and switched to diesel generators for the 16th time this year. Energoatom warns a prolonged blackout threatens cooling and other essential safety systems. Industry and Defense: President Volodymyr Zelensky said Russia launched 115 missiles, nearly 1,900 guided bombs and more than 3,000 drones over the past week, targeting infrastructure and the wider economy. Ukraine’s 7th Air Assault Corps, meanwhile, reported more than 8,000 ground-robot missions this year, including over 600 evacuations. Support for Ukraine: US Democrats are discussing a defense and grid-support package worth up to $15 billion, with lawmakers seeking to advance aid before the new Congress takes office.

Energy and Utilities: Russia’s overnight barrage of 36 ballistic missiles and 172 drones damaged power facilities across 12 regions, including substations carrying electricity from nuclear plants to Kyiv. Power, heating and water supplies were disrupted; the Northern Bridge was also damaged. Ukrenergo warned that scheduled outages and industrial capacity limits would apply nationwide, with some households facing 6–16 hours without power. Kyiv’s water pressure has since stabilized. Business Support: Democrats are discussing a possible $15 billion Ukraine aid package, with energy assistance and air defense among the priorities; it is not yet approved. Defense Industry: Norway has pledged more than $107 million to Ukraine’s defense industry, while EU officials are discussing closer defense-industry cooperation. Economic Outlook: The central bank warns infrastructure damage and the seaport blockade could cost Ukraine 1.9 percentage points of GDP and $5.2 billion in export revenue.

Energy Emergency: Russian strikes damaged transmission networks carrying power from the Rivne and Khmelnytskyi nuclear plants to Kyiv and central Ukraine. Outages hit five regions, emergency cuts were imposed in Kyiv region, and industrial consumers face capacity limits as repairs continue. Business Continuity: Kyiv’s electricity, water and heating supplies were disrupted, while damage to the Northern Bridge added transport disruption. Energy Minister Denys Shmyhal said facilities were hit 18 times in 24 hours and called for partner support, including transformers, turbines and generators. Logistics: Ukraine’s central bank estimates Russian attacks destroyed about 800,000 square metres of warehouse space in three months, bringing wartime losses above 2 million square metres and putting more pressure on supply chains.

Energy and Utilities: A Russian strike on an energy facility in Zhytomyr worsened Kyiv’s electricity supply and water pressure, with emergency outages affecting several regions. Zelensky warned of further attacks on energy sites, Dnipro bridges and civilian infrastructure as Ukraine faces another difficult winter. Defence Industry: Ukrainian ground robots completed a record 31,398 missions in October, delivering supplies and evacuating wounded troops. NATO has launched a counter-drone marketplace to speed access to selected systems, including technologies already deployed in Ukraine. Weapons Production: The U.S. Air Force is seeking manufacturers able to produce more than 1,000 ERAM cruise missiles for Ukraine, with deliveries targeted within 15 months of a potential contract; no contract has been awarded. Trade and Logistics: Escalating Black Sea attacks threaten Ukrainian grain storage and shipping, raising risks for regional food supplies. Ukraine says its refinery strikes inside Russia are continuing in response to attacks on its own energy infrastructure.

Energy Security: Russian strikes again hit power facilities in Kyiv region and Kirovohrad, deepening outages for households and businesses. A 22 MW solar plant paired with 36.78 MWh of battery storage is now operating, adding flexible generation to the grid. Defense Industry: EU ambassadors have authorized talks on a pact to speed up arms deliveries and remove barriers to joint production with Ukraine. Business Costs: The NBU says attacks destroyed about 800,000 square metres of warehouse space in the third quarter and 2.1 million since the full-scale invasion began. Higher rents and longer delivery routes are adding to costs; the bank estimates attacks and port blockades will cut 2026 GDP by 1.9 percentage points and add 0.7 points to inflation. EU Funding: Brussels has released €4.36 billion to Ukraine, with funds set to support the budget, energy, air defence and drones.

Energy: Russia struck Ukraine’s energy infrastructure 78 times in three days, DTEK says. Zelenskyy says every power plant has been damaged and is seeking transformers, cables and generators from Spain and Latin America to speed repairs. Industry Funding: The EU released €4.36 billion, including €658 million for defence procurement, with most of that funding earmarked for Ukrainian companies. Business Protection: Kyiv expanded private air defence, allowing participating firms to protect other companies’ sites under contract and use manned aircraft and interceptor drones. Defence Production: Zelenskyy invited Ibero-American countries to join Ukraine’s Drone Deal format for joint production and technology sharing, saying domestic capacity exceeds available funding. Transport and Power: Slovakia pledged three locomotives and 54 generators, while Spain announced a €437 million military aid package.

Industrial Investment: Businesses can reclaim 15% of the cost of eligible Ukrainian-made machinery; the first list covers 309 products from 17 manufacturers, supporting domestic production and upgrades. Energy Resilience: The government reinstated extra monthly payments of UAH 30,000 for workers repairing energy facilities damaged by Russian strikes. Attacks forced nuclear plants to cut output and disrupted Kyiv’s water supply, which is now being restored. Defense Industry: Norway pledged nearly $96 million for Ukraine’s defense industry, while the European Commission’s accession roadmap sets a 2027 target to close seven negotiating chapters, including industrial policy. Oil and Logistics: Ukrainian strikes have put 15 of Russia’s 38 major refineries out of operation, according to Ukrainian intelligence. At home, rising logistics costs are weighing on agricultural exports, with corn prices falling below $200 a tonne.

Energy Under Attack: Russian strikes on power facilities across nine regions caused Kyiv’s worst water outage of the full-scale war and forced nuclear plants to cut output. Water has since been restored, but emergency power cuts continue. Infrastructure Repairs: Ukraine will pay energy, utility and railway workers an extra UAH 30,000 a month for restoration work through the heating season. Economic Pressure: GDP contracted 0.7% year on year in the third quarter, while industrial output fell 9.2% in September, as attacks and disrupted logistics weigh on production. Defense Industry: Norway pledged about $107 million for Ukraine’s defense sector, while a Ukrainian firm developed a high-power LTE modem to keep drones and ground robots connected during Starlink disruptions. EU Integration: Brussels confirmed Ukraine has met conditions to open all accession negotiating clusters; energy, agriculture and digital sectors were among areas showing progress.

Energy and Industry: Russian strikes damaged power plants and substations across nine regions, forcing emergency outages and cuts to nuclear generation. Industrial consumers face power restrictions as repairs continue. Defence Investment: Norway will commit NOK 1 billion ($95.9 million) over three years to attract private investment into Ukraine’s defence industry. Industrial Output: Production fell 9.2% year-on-year in September, leaving output down 1.9% in the first nine months of 2026. EU Accession: Brussels says Ukraine could complete accession negotiations by the end of 2028, but needs faster reforms; the Commission highlights energy, agriculture, critical raw materials and defence production as areas of potential.

Energy: Russia’s largest attack of the year hit power facilities across 10 regions, knocking three DTEK thermal plants offline and disrupting electricity and water. Three drones also targeted a substation vital to the Khmelnytskyi nuclear plant, raising safety concerns. Germany pledged €200 million in additional winter energy aid. Defence Industry: Ivan Havryliuk was appointed CEO of Ukroboronprom. Poland plans to produce components for Ukraine’s Bohdana howitzer, while Norway is allocating about $107 million to investment in Ukraine’s defence industry. Shipping and Trade: Rising Black Sea risks are prompting shipowners to consider refusing voyages to Romanian and Bulgarian ports. Grain trade shifts have also cut demand for Panamax carriers, benefiting smaller bulk vessels. Industry and Agriculture: Ukraine’s industrial output fell 9.2% year on year in September and 1.9% over the first nine months. An attack also damaged an agricultural enterprise in Zhytomyr region.

Energy and Infrastructure: Russia’s latest barrage hit power facilities across nine regions, knocking three of DTEK’s five thermal plants offline and damaging rail assets. Germany says it is implementing additional energy and air-defense support ahead of winter. Defense Technology: Kyiv has installed an electronic-warfare network across hundreds of sites to disrupt Russian drones’ radio links. Ukraine also named Lieutenant General Ivan Havryliuk to lead Ukroboronprom. Arms Production: Polish firms are preparing to adapt vehicle platforms for production of Ukraine’s combat-tested Bohdana howitzers, including maintenance and support. Agriculture and Trade: Kyiv is pushing back against permanent EU limits on Ukrainian farm exports, while attacks on Black Sea shipping threaten grain routes and global food supplies.**

Energy Security: Zelensky warned Russia is preparing fresh strikes on energy and logistics infrastructure, with recent attacks already causing power cuts. Germany and the UK are working on an air-defence plan as Patriot supplies remain tight. Gas Transit: Washington has reportedly proposed restoring Russian gas flows to Europe through Ukraine, potentially using a US intermediary and escrow for revenues. The idea has exposed divisions between Kyiv and the EU; Moscow says a restart is currently impossible. Agrifood: Ukraine and the EU have opened two economic accession clusters, but agriculture remains a sensitive hurdle. The sector generates 7.6% of GDP and about 60% of exports, while war damage and limited farm financing complicate reforms. Trade & Logistics: Russian strikes are hampering food exports through Ukrainian ports. Kyiv and Ankara have agreed to work on a Black Sea grain corridor. Defense Industry: The US approved a $2.1 billion sale of 500 Patriot missiles, but deliveries may stretch into the 2030s. Kyiv is also seeking joint interceptor production and European support to strengthen domestic capabilities.

Energy Security: Russian attacks hit Ukraine’s energy sector 94 times in a week, damaging infrastructure 208 times and triggering emergency power restrictions. President Volodymyr Zelenskyy says Kyiv could pause strikes on Russian refineries if Moscow stops targeting Ukraine’s energy system—or if the US supplies Patriot missiles. Air Defence: Washington has approved a $2.1 billion sale of 500 Patriot interceptors, funded by allies, but deliveries may take years, leaving Ukraine exposed during the winter offensive. Agriculture and Shipping: Russian strikes on Black Sea ports have crippled food exports just as Ukraine expects an 82-million-tonne harvest. Farmers are selling at steep discounts amid limited storage and rising risks to merchant shipping. Gas Transit: The US is reportedly promoting a restart of Russian gas flows through Ukraine as part of an energy truce, with Kyiv potentially earning transit fees. The EU resists the proposal, and the Kremlin says a restart is currently impossible. Defence Procurement: Ukraine has opened a UAH 43.8 billion tender for 2027 military food supplies, with updated standards for nutrition, frozen meat and produce.