MOSCOW, May 30 (Reuters) - Japan's Inpex ( IPXHF ) for
the first time last month supplied crude oil from its share in
the giant Kashagan oil field in Kazakhstan to a German refinery
via Russia's Druzhba pipeline, three sources familiar with the
shipment and export data told Reuters on Thursday.
"It was a trial supply of oil from Kashagan in April, no
supplies (are) planned in May", one of the sources familiar with
the plans said.
The shipment - to the Schwedt refinery - shows how
Kazakhstan is developing oil exports via the Druzhba pipeline,
which connects Russian oil fields to Europe and which otherwise
would be empty due to the European Union embargo on Russian
crude.
Kazakhstan doesn't have a direct access to international sea
routes and the lion's share of its oil exports pass through
Russian territory. Druzhba's northern leg crosses Belarus and
goes to Poland and Germany.
Kazakhstan has been supplying oil to Germany since 2023 via
Druzhba as the EU embargo doesn't forbid the purchase of
non-Russian oil supplied via Russian pipelines. But up to now
this has mostly been done by Kazakhstan oil producer
Karachaganak Petroleum Operating (KPO), in which Eni
and Shell are the largest shareholders.
Another source added that the Inpex ( IPXHF ) shipment went well and
more supplies from Kashagan to Germany are being considered this
year by the Japanese company and other shareholders, but the
counterparts need to agree on the details of such supplies.
Inpex ( IPXHF ) declined to comment on the matter due to
confidentiality obligations.
Kashagan's operator, the North Caspian Operating Company
(NCOC), and the Kazakh Energy Ministry did not immediately
respond to a request for comment.
NCOC is a consortium which includes Shell, Eni,
TotalEnergies and Exxon Mobil Corp ( XOM ), as well as
Inpex ( IPXHF ), Kazmunaigaz and China Petroleum Oil Corp.
NCOC shareholders have been looking for additional export
routes as alternatives to Kazakhstan's main export outlet - the
Caspian Pipeline Consortium (CPC) - after multiple stoppages of
exports via the pipeline in 2022.
Kazakhstan's oil supplies to Germany have recently been
challenged by a technical issue between Russia's Transneft
pipeline operator and Poland's PERN, putting shipments at risk,
but the matter has been resolved.