Russia intensifies strikes on Ukraine’s power grid, triggering rolling outages and cold

Situation Overview

On 12 November 2026, BBC reported that Russian strikes have brought Ukraine’s power supply close to critical, with rolling electricity outages affecting households in Kyiv and other areas. The article says a planned schedule of power cuts has been in place since October, and that in Kyiv some families have faced outages of up to 20 hours in recent days. The article links the outage schedule to Russia’s intensified attacks on Ukraine’s energy grid and says Ukraine has responded by striking Russian oil refineries. Ukrainian officials are concerned that daily power availability must be maintained for at least four hours per day to keep living conditions sustainable for millions. The article does not report specific market moves, but it frames the situation as an immediate strain on civilian life and grid resilience. What to watch next is whether electricity availability can be sustained above the four-hours-per-day threshold as the rolling cuts continue.

Geopolitical Implications

1. 01

   Sustained attacks on energy infrastructure aim to reduce civilian resilience and increase pressure on Ukraine.

2. 02

   Retaliatory strikes on Russian oil refineries indicate continued cross-border targeting of energy assets.

Key Signals

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  Whether electricity availability stays above four hours per day in Kyiv.

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  Further reports of intensified Russian strikes on Ukraine’s energy grid.

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  Additional Ukrainian strikes on Russian oil refineries.

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