The European Union, within the framework of the forthcoming 11th package of sanctions, at the initiative of Warsaw, may prohibit the pumping of Russian oil through the northern branch of the Druzhba oil pipeline to Germany and Poland. Subsequently, the market believes, this ban may also apply to supplies from third countries, in particular, from Kazakhstan, which now supplies raw materials to German refineries through this pipe. Such restrictions will allow Poland to become a key supplier of oil to Germany, which will give the country an advantage in negotiations with Berlin on the sale of refining capacity, as well as weaken the position of Russian companies seeking to return their shares in the plants.