Ukraine Intensifies Campaign Against Russia's Shadow Fleet

Ukraine has escalated its maritime campaign against Russia's shadow fleet, targeting oil tankers that facilitate Moscow's circumvention of international sanctions. Notably, on December 10, 2025, Ukraine's Security Service (SBU) employed Sea Baby naval drones to strike the Comoros-flagged tanker Dashan while it was navigating through Ukraine's exclusive economic zone en route to the Russian port of Novorossiysk. The attack resulted in significant damage to the vessel, which was reportedly carrying oil products valued at approximately $60 million. This incident marks the third such strike within two weeks, following similar operations against the sanctioned tankers Kairos and Virat on November 28 and 29.

Ukraine Hits Third Russia Shadow Fleet Tanker in Black SeaKyiv IndependentThe Straits TimesEuromaiden Press‘First in Naval Warfare’ – Ukraine’s Sea Drones Put Russia’s Oil Exports Under Strain, US Think Tank Head SaysWJZ - CBS BaltimoreKyiv Independent

The shadow fleet comprises older, often uninsured vessels that operate under various flags to obscure ownership and evade sanctions. These ships have been instrumental in transporting Russian oil and agricultural products, thereby supporting Moscow's war efforts in Ukraine. In response to Ukraine's intensified drone strikes, war risk insurance for vessels operating in the Black Sea has surged, tripling in cost over the past month. This increase imposes a significant economic burden on Russia's maritime operations, which have already faced scrutiny from Western governments.

Ukraine Hits Third Russia Shadow Fleet Tanker in Black SeaThe Straits TimesEuromaiden PressKyiv Independent‘First in Naval Warfare’ – Ukraine’s Sea Drones Put Russia’s Oil Exports Under Strain, US Think Tank Head SaysWJZ - CBS BaltimoreKyiv Independent

The recent attacks signal a strategic shift in Ukraine's approach to maritime warfare. Analysts suggest that Ukraine is now focusing on disrupting the financial infrastructure that sustains Russia's military operations rather than merely targeting naval assets. Glen Howard, president of the Saratoga Foundation, noted that these strikes aim to make Novorossiysk unreliable as an oil export hub, effectively crippling a critical artery for Russian oil exports.

‘First in Naval Warfare’ – Ukraine’s Sea Drones Put Russia’s Oil Exports Under Strain, US Think Tank Head Says

The SBU has stated that its operations are designed to diminish Russia's oil revenue, which is vital for funding its military activities. An SBU source remarked, "The SBU continues active measures to reduce oil-dollar revenues to the Russian budget." In contrast, Russian President Vladimir Putin has condemned these actions, labeling them as "piracy" and threatening retaliatory measures against nations supporting Ukraine.

Kyiv Independent

While Ukraine's actions have garnered support from its allies, there are concerns regarding the potential for escalation in the Black Sea region. Critics argue that increased military activity could provoke a stronger Russian response, potentially destabilizing the already fragile security situation in the area.

‘First in Naval Warfare’ – Ukraine’s Sea Drones Put Russia’s Oil Exports Under Strain, US Think Tank Head Says

Despite the reported strikes, Ukrainian officials have not confirmed involvement in all incidents, such as the explosions affecting the tanker Mersin off the coast of Senegal. Additionally, while the SBU has actively targeted shadow fleet vessels, the extent of damage and the operational status of these ships remain unclear, with some reports suggesting that the Mersin remains stranded with significant fuel onboard.

WJZ - CBS Baltimore

As Ukraine continues its campaign against the shadow fleet, the maritime industry is bracing for further disruptions. The ongoing conflict has prompted discussions among policymakers regarding the long-term sustainability of Ukraine's defense strategy and the potential for broader geopolitical ramifications, particularly concerning oil supply routes and international maritime security.

‘First in Naval Warfare’ – Ukraine’s Sea Drones Put Russia’s Oil Exports Under Strain, US Think Tank Head Says