Prime Minister Viktor Orbán has accused Ukrainian President Volodymyr Zelensky of placing Hungary under an “oil blockade” by halting supplies through the Druzhba pipeline, warning that the move threatens both national energy security and fuel prices.

Speaking at an anti-war gathering of the Digital Civic Circles in Esztergom on Saturday, the prime minister said Kyiv’s decision to shut down deliveries amounted to political pressure on Hungary.

“We will break this oil blockade,” Orbán declared, adding that Hungary would not accept what he described as Ukrainian demands. “If you give in to blackmail once, you will be blackmailed again.”

Refinery concerns and price risks

Orbán said he had started the day at the refinery in Százhalombatta, where he was briefed on the situation. According to him, there are no technical obstacles to restarting deliveries, suggesting the stoppage is politically motivated.

He stressed that the refinery cannot process just any type of crude oil, making Hungary particularly vulnerable to disruptions. Without sufficient reserves and preparation, he warned, petrol prices could have surged above HUF 1,000 per litre.

As we wrote before, it is unclear why the lack of Russian oil would push prices to HUF 1,000 per litre. Hungarian energy company MOL Group reportedly buys crude transported through Druzhba at a discount compared with supplies arriving via Croatia’s Adria pipeline. However, this lower cost is not passed on to consumers. Instead, the extra margin is largely absorbed through windfall taxes imposed by the state.

Middle East conflict raises further energy risks

Orbán also linked Hungary’s energy concerns to escalating tensions in the Middle East following Israeli and US strikes on Iran. He noted that Iran is one of the world’s largest oil producers and plays a critical role in global supply routes, including maritime chokepoints that could be closed in the event of wider conflict.

Foreign Minister Péter Szijjártó said “war-like conditions” are spreading across the region. He ordered continuous operations at Hungarian embassies and consulates and urged Hungarians in affected countries to register for consular protection. Travellers were advised to postpone trips to the region.

Orbán called it a “double danger” that Hungary is being cut off from what he described as affordable energy sources at a time when global prices are already under pressure.

Visegrád cooperation may return

Turning to regional politics, the prime minister claimed that cooperation within the Visegrád Group had been undermined by Brussels and Berlin. However, he predicted that the alliance could be revived after upcoming political changes in Poland.

Orbán argued that the four-country bloc – Hungary, Poland, the Czech Republic and Slovakia – represents some 75 million people and is too significant to ignore in European decision-making.

He suggested that once political alignment is restored, the group could again exert strong influence in EU debates.

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