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The Strategic Role of Cash in Ukraine since the Russian Invasion

Categories : Cash and Crises, Cash generates security, Cash is a contingency and fall-back solution
March 4, 2025
Tags : Cash and Crises, Resilience, Ukraine, War
Ever since the Russian invasion began on 24 February 2022, the role of cash has emerged as a critical factor in maintaining economic resilience and supporting the population during this tumultuous period.
Guillaume Lepecq

Chair, CashEssentials

Immediate Economic Shocks

The invasion triggered immediate economic shocks, with the National Bank of Ukraine (NBU) taking swift action to stabilize the financial system. The NBU ensured that banks had adequate cash holdings to meet public demand, which surged as people sought to secure their savings in the face of uncertainty. The central bank also limited cash withdrawals to manage liquidity and prevent a run on the banks, which could have further destabilized the economy. Since 2021, the Ukrainian Centre for Strategic Communications and Information Security has been advising citizens to store cash along with food, water and medicine in their emergency kits.

Humanitarian Crisis and Cash Assistance

The conflict has displaced millions of people, both internally and externally, creating one of the largest humanitarian crises in recent history. Cash assistance has been a vital component of the humanitarian response, providing displaced individuals with the means to meet their basic needs. The United Nations High Commissioner for Refugees (UNHCR) and other humanitarian actors have emphasized the importance of cash programs in supporting the displaced population, with estimates suggesting that relief assistance could cost hundreds of millions of dollars per month2.

In March 2022, Poland implemented a programme to assist Ukrainian refugees by allowing them to convert their hryvnia savings into Polish zlotys at a fixed exchange rate. This initiative was a collaboration between the National Bank of Poland (NBP) and the National Bank of Ukraine, aimed at providing financial relief to the millions of Ukrainians who sought refuge in Poland. In April, the European Council recommended that EU members states set up similar conversion schemes enabling refugees, including children to exchange up to 10 000 hryvnias (approximately €310).

Logistical Challenges and Cash Delivery

Despite the destruction of infrastructure and the disruption of supply chains, Ukraine has managed to keep its banking system operational. This has been crucial in ensuring that cash remains accessible to the population. The continued functioning of ATMs and bank branches, even in areas affected by the conflict, has been a testament to the resilience of Ukraine’s financial infrastructure. The ability to withdraw cash has provided a lifeline for many Ukrainians, enabling them to purchase essential goods and services.

 Economic Sanctions and Cash Flow

The international community’s response to the invasion included sweeping economic sanctions against Russia, which have had ripple effects on Ukraine’s economy. While the sanctions aimed to isolate Russia economically, they also disrupted trade and financial flows, affecting Ukraine’s access to foreign currency and international markets. The NBU’s measures to manage cash flow and stabilize the hryvnia have been essential in mitigating the impacts of these disruptions and maintaining economic stability1.

Impact on Cash Demand in Neighbouring Countries

The Russian invasion also triggered a significant increase in cash demand, not only within Ukraine but also in neighboring countries. This surge was driven by precautionary motives, as individuals and businesses sought to secure their assets in response to the geopolitical risks and economic uncertainties posed by the conflict. The proximity to the conflict zone led to heightened demand for cash, particularly in countries bordering Ukraine or Russia. Nations like Estonia, Lithuania, Slovakia, and Finland experienced extremely elevated demand for euro banknotes, with deviations from historical averages ranging from six to ten standard deviations. This increase was primarily observed in high-value denominations, which are often used for store-of-value purposes. 

Long-Term Economic Impact

The war has had a devastating impact on Ukraine’s economy, with significant contractions in GDP and increases in unemployment. The destruction of infrastructure and the disruption of agricultural production have further exacerbated the economic challenges. In this context, cash has played a crucial role in supporting economic activity and facilitating transactions, particularly in areas where digital payment systems may be less reliable or accessible.

International Support and Cash Injections

International support, including financial aid and military assistance, has been instrumental in bolstering Ukraine’s economy and its ability to defend itself. Europe, the United States and other allies have provided billions of dollars in aid, which has helped to stabilize the economy and support critical sectors. These cash injections have been vital in preventing a complete economic collapse and supporting Ukraine’s ongoing resistance efforts5.

 Cash as an Economic Lifeline

Cash has played a pivotal role in Ukraine’s response to the Russian invasion, providing a means of economic stability and support for the population. The NBU’s measures to ensure cash availability, the importance of cash assistance in humanitarian efforts, and the resilience of the banking system have all been crucial factors in mitigating the impacts of the conflict. As Ukraine continues to navigate the challenges posed by the invasion, the role of cash will remain essential in supporting the country’s economic recovery and the

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