Архів аналітики
30 October 2026
  • NBU and private analysts cut their 2026–2027 forecasts; the consensus still shows growth in 2026
  • Kernel holds processing volumes in 1Q FY27, but the port blockade cuts grain exports by 54% and oil sales by 48%
  • Fitch upgrades Ukrenergo to 'CCC' from 'RD' after the Eurobond restructuring
Завантажити
23 October 2026
  • EU puts Ukraine's 2027 funding gap at €70bn: in our view, the country risk premium depends on the EU's decision on frozen Russian assets
  • Ukraine sells domestic gas for export for the first time since 2022: DTEK companies get 89% above the domestic price
  • Industry in all regions faces power restrictions after Russian strikes of 14–17 October 2026
  • Technical note: Ukraine's power system ahead of winter 2026/27
Завантажити
16 October 2026
  • Ukrenergo completes its debt restructuring: holders of 97.5% of the bonds backed it, nearly all chose the exchange, and over half the value is paid in cash
  • Consumer inflation accelerated to 10.0% YoY in September, and core CPI rose to 8.8% YoY
  • International reserves fell 3.2% in September to $47.1bn: NBU interventions rose to $5.45bn and offset the conversion of Ukraine Support Loan (USL) funds
Завантажити
9 October 2026
  • MHP in 1H26: revenue rose 32% on Uvesa, but Ukrainian poultry EBITDA fell 71%
  • Kernel FY26: EBITDA rose 20% to $558mn, but net debt rose fivefold on the related-party acquisition of Enselco shortly before the port blockade
  • DTEK Oil & Gas in 1H26: stable production and $62mn operating cash flow after the Eurobond restructuring, but liquidity is concentrated within the group
Завантажити
2 October 2026
  • US prepares a trilateral meeting in the United Arab Emirates: Kyiv links de-escalation to a halt in strikes on energy infrastructure
  • MHP, through Uvesa, acquires control of the Spanish companies Payán Hermanos and Incusur Avícola for $28.2mn
  • ArcelorMittal shuts down its Kryvyi Rih plant until the end of the war and writes off c. $1bn after four missile strikes in five weeks
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