Q1 2026 · Exclusive Market Intelligence

The $588 Billion
Recovery
of Ukraine — Mapped

A research-backed briefing on where capital is flowing, who is procuring what, and how to enter the 2026 infrastructure, energy, and social rebuild — before the window closes.

Buy the Report — 385 Euro Presale View Free Preview
A
M
K

Trusted by 500+ enterprise leaders

Ukraine infrastructure
Vol. 1 / 2026
60 pages
$400B
Market
8
Sectors
25+
Regions

INFRASTRUCTURE
RECOVERY OF UKRAINE

Nazovni Strategic B2B Report

Built on primary international sources.

World Bank logo
European Commission logo
EBRD logo
IMF logo
OECD logo
IEA logo
CSIS logo
CEPA logo
Brookings logo

Analysis based on 45+ verified primary sources - every transaction cross-referenced. Full bibliography included in the report.

$588B
Reconstruction needs
(RDNA5, Feb 2026)
5 chapters
Strategic analysis
25+ regions
Geographic coverage
~70 pages
Primary-source analysis

Why This Report

Essential intelligence, before the market prices it in

While €50B Ukraine Facility, $50B G7 ERA Loans, and $148.8B IMF support are already disbursing, most foreign entrants still operate on RDNA4 (Feb 2025) data or generic "Ukraine outlook" summaries. This report delivers the February 2026 picture - with the structural logic of who wins and why.

Actionable, Not Academic

Deal-level detail: named operators (Ukrenergo, DTEK, Ukrhydroenergo, Energoatom, Naftogaz), recent transactions (DTEK + Fluence BESS, GOLDBECK 500MW solar, NJJ €1.5B telecoms, Dell Loy Hansen €100M housing, Rengy, Notus, KNESS), procurement channels (Prozorro, DREAM, IFI tenders, PPP, bilateral). You walk from this report straight into a pitch.

Risk, Mapped

Not a generic "Ukraine is risky" disclaimer. Specific risk maps: Ukrenergo's Nov 2024 near-default event, the green-tariff cancellation precedent and the URMM mechanism built to answer it, Zaporizhzhia NPP uncertainty, 3,100+ energy-infrastructure attacks in 2025 — with the structural implications for project selection.

Entry, Sequenced

Sector-by-sector matrices with entry recommendations: IFI channels vs. Prozorro vs. PPP vs. bilateral. Which mechanism suits which type of investor. What URMM, UIF, ERA, and Ukraine Facility actually mean for your due diligence pipeline — not the marketing summaries.

Key insights

What you'll know after reading

Four threads that shape every winning strategy in this market.

$91B

Energy: The Largest Sector, The Sharpest Transition

Ukraine lost ~9GW of generation in 2024 alone — roughly a third of pre-war peak consumption. The rebuild is not a "restoration" — it's a deliberate shift to decentralized, renewable, attack-resilient architecture. A €180M EBRD+EU-backed URMM mechanism now derisks 1GW of new renewables. We map generators, grid operators, PPAs, BESS deals, and the Khmelnytskyi 5+6 nuclear pipeline (Westinghouse AP1000) — transaction-level.
25+ Regions

Where the Money Actually Lands

The 12,596 projects registered in DREAM aren't evenly spread. Western oblasts (Lviv, Ternopil, Ivano-Frankivsk, Khmelnytskyi) absorb the bulk of industrial relocations - 118 industrial parks now active, +25% floor-space vs. 2021. Central regions host the largest energy and transport tenders. We show the geographic logic, not a dump of locations.
$183B+

The Donor Architecture, Decoded

€50B Ukraine Facility (EU, 2024–2027) + $50B ERA Loans (G7, backed by frozen Russian CBR assets) + $148.8B IMF external support package. We break each layer into disbursement schedule, qualifying criteria, and the private transactions each mechanism underwrites (NJJ, Hansen, Rengy, Notus, DTEK cited with structure notes).
EU-Aligned

Europe, Operationalized

Ukraine is a candidate state. Prozorro meets OECD benchmarks. DREAM is live across 87% of communities. ENTSO-E synchronization (March 2022) enables electricity trade with the EU. The 1520→1435mm rail regauging has begun (Chop–Uzhhorod, mid-2025). For European investors, this is a market operating on familiar rules — before most competitors have realized it.

Who Is This Report For

Built for operators — not tourists.

If any of these describe your 2026 roadmap, this report saves you three months of desk research.

Construction & Engineering Firms

For contractors evaluating Prozorro access, mid-scale residential bids, modular schools and hospitals, road and bridge tenders. The report details which state agencies procure what, and which IFI channels bypass local registration altogether.

PE & Infrastructure Funds

For GPs underwriting exposure to energy transition, affordable housing, industrial parks, and logistics. Precedent transactions are mapped with structure notes, co-investors, and risk-mitigation instruments (UIF guarantees, URMM, MIGA, ECA-backed financing).

Strategy & Management Consultants

For teams advising European clients on Ukraine exposure. Pre-vetted sources, consolidated matrices, and a sector-by-sector entry logic you can brief a partner on in 30 minutes.

Development Banks & Government Agencies

For deployment teams coordinating with Ukrainian counterparts. A snapshot of demand, disbursement velocity, and absorption capacity — including the Nov 2024 Ukrenergo incident, DREAM's funding-gap analysis, and post-attack energy recovery trajectory.

Sample Extract

See before you buy

A ~3-page teaser from the report. The full report includes 5 chapters, 14+ strategic matrices, and 45+ primary sources.

  • Market scale: $91B needs, ~9GW lost in 2024
  • Key operators: Ukrenergo, Ukrhydroenergo, Energoatom, DTEK, Naftogaz
  • Private transactions table: GOLDBECK, NJJ, DTEK+Fluence, Notus, Rengy, KNESS, Power One
  • Strategic risk notes: Ukrenergo near-default, green-tariff precedent, URMM response
3-page teaser from the report Unlock Full Report — 385 Euro Presale
Report_Preview_Nazovni.pdf — Chapter 3
Chapter 3 · Energy Sector

3.0 Energy Sector: Decentralisation & Green Transition

The destruction of centralised generating capacity has accelerated Ukraine's pivot to a decentralised, renewable energy grid. Current estimates point to a requirement of $91 billion for the immediate recovery and modernisation phase - the single largest sector by investment volume.

Projected Energy Mix 2026–2030 (GW)

Ukraine's energy mix is projected to shift significantly by 2030, with renewables and modern technologies playing a key role in the country's sustainable recovery and growth.

Unlock All ~60 Pages

Charts, maps, databases, and expert interviews.

View Pricing

Pricing

Lock the pre-sale price. Before public release.

One license per organisation. Internal team sharing included.

Presale Offer (Save €215)

Unified Report License

Full access for companies, agencies, and independent consultants.

Regular: €600
€385 / lifetime
Save €215
  • Full ~60-page strategic report (PDF)
  • Full source bibliography (45+ primary references with URLs)
  • Unlimited internal sharing within your organisation
  • Early access ahead of public release (Q2 2026)
Visa · Mastercard · Bank Transfer · B2B Invoice. Delivered to your email on release day. All payments encrypted.
Visa · Mastercard · Bank Transfer · B2B Invoice

Faq

Frequently Asked Questions

Presale orders receive the report within 48 hours of official release (Q2 2026). You'll also get early-access preview links and a calendar invite for your 15-minute briefing call.

Per organisation. Unlimited internal sharing, no per-seat fees. External redistribution (publishing excerpts, reselling access) is not permitted under the license.

Choose "Corporate Invoice" at checkout. We issue a VAT-compliant invoice within one business day and accept bank transfers in USD, EUR, or UAH.

Desk research across 45+ primary sources — RDNA5 (World Bank / EC / UN / Government of Ukraine), EBRD Annual Results, IMF EFF Reviews, OECD Economic Surveys, IEA Assessments, plus analysis from CEPA, CSIS, Brookings, Kinstellar, and PwC Ukraine. Every transaction cross-verified against at least two independent sources. Data current as of April 2026.

Yes - 14-day money-back guarantee if the report does not match the advertised scope. We do not issue refunds for strategic-direction changes or post-reading disagreement with analytical conclusions.

The window for early movers is open. For now.

Kinstellar, CSIS, and PwC publish fragments. We consolidated the full picture — priced for decision-makers, not research subscribers.

Get the Report — 385 Euro Presale