Intelligence Analysis
Black Sea: Maritime Attacks Likely to Intensify After Recent Ukrainian Attacks on Russian-Linked Tankers
11 DEC 2025
/
5 min read

Key Takeaways:
- Recent Ukrainian attacks on Russian-linked vessels and energy infrastructure will likely prompt Russia to conduct intensified retaliatory strikes on Ukrainian ports and commercial vessels.
- Actions by both Russia and Ukraine could impact energy exports and grain shipments, with potential implications for negotiations and regional stability.
- Continued maritime attacks threaten major shipping routes, increase insurance costs, and risk significant disruptions to supply chains.
The maritime attacks being seen in the Black Sea are signaling a dangerous escalation in the war between Russia and Ukraine. An increase in previously exempt targets, like shipping and energy infrastructure, reveals greater risk to Russia’s primary fund source for the war. In November alone, Ukraine conducted multiple strikes on the Ports of Tuapse and Novorossiysk, prompting oil exports or loadings to be temporarily halted due to infrastructural damage. Russia has similarly intensified strikes on Ukrainian ports, particularly Izmail and Odesa. The attacks have affected regional states, with Azerbaijan and Türkiye denouncing recent strikes on ports and vessels, and Romania having to evacuate two towns following the strikes on Izmail.
These attacks represent a likely turning point in the nature of Ukrainian and Russian attacks on each other's maritime infrastructure and shipping. Previously, both countries regularly conducted tit-for-tat strikes on port and energy infrastructure, naval vessels, and the occasional merchant ship. Ukraine usually refrained from targeting Russian cargo vessels in the Black Sea, possibly to avoid serious retaliatory attacks on port infrastructure and commercial vessels utilizing its "humanitarian corridor." In turn, Russia avoided conducting significant strikes on Ukrainian ports and commercial shipping, likely to prevent attacks against its oil and gas shipping. Now, Ukraine has explicitly claimed attacks on tankers, going so far as to release video footage of unmanned surface vessels (USVs) striking vessels, sending a clear message to ship owners and operators that transporting Russian oil has consequences.
Timeline
- Nov. 27 - Turkish-owned oil tanker Mersin was damaged by explosions while anchored near Dakar, Senegal. Mersin was not sanctioned itself, but its operator, Türkiye's Besiktas Shipping, has had several of its tankers listed as supporting Russian aggression by Ukraine's Main Directorate of Intelligence (GUR).
- Nov. 28 - Ukraine targeted two Gambian-flagged sanctioned tankers, Kairos and Virat, with USVs while they were sailing to Russia in the southern Black Sea near Türkiye.
- Nov. 29 - Ukraine attacked Russia's Port of Novorossiysk, damaging the mooring facility at the Caspian Pipeline Consortium (CPC) marine terminal.
- Dec. 2 - A Russian-owned MIDVOLGA-2, was struck off the coast of Türkiye, while it was sailing from Russia to Georgia, though Ukraine has denied involvement in the attack.
- Dec. 2 - Besiktas Shipping announced that it will halt any dealings with Russia.
- Dec. 10 - Ukraine struck the Gambian-flagged tanker Dashan with USVs in the southern Black Sea, with the vessel en-route to Russia.
- Dec. 10/11 – Ukraine used long-range drones to strike oil and gas rigs in the Caspian Sea’s Vladimir Filanovksy field, halting production.
The timing of Ukraine's strikes is also notable given the current diplomatic pressure surrounding US-Russia-Ukraine negotiations. The attacks expose Ukraine's own maritime corridor to reprisals, suggesting that it expects the strategic payoff to outweigh the potential costs. The attacks provide Ukraine with leverage in talks, eroding Moscow's image of control and exposing the fragility of its energy export routes. Meanwhile, though a response by Moscow that disrupts Ukrainian grain exports would significantly harm Kyiv economically, it would also further isolate Russia diplomatically, given the global importance of Ukrainian grain to food security and the dependence of several of Russia’s own partners on these supplies. Such a move would risk alienating countries that Moscow can ill afford to lose, particularly in Africa, the Middle East, and parts of Asia, where Ukrainian grain remains a critical import.
Despite this, Russia will likely still commence more intense strikes against Ukrainian ports, damaging infrastructure and commercial vessels either purposefully or collaterally. It could also start targeting vessels transiting to or from Ukraine in the Black Sea, impacting Ukrainian aid and exports. Similarly, Ukraine will likely continue in its campaign against Russian oil shipping, purposefully targeting vessels linked to Russia's shadow fleet, and conducting attacks on ports and oil terminals more regularly. As the security situation in the Black Sea deteriorates further, insurance costs for legitimate operators will likely increase in the immediate term. Shipping operators that have stopped transiting the Black Sea will likely continue to avoid the area, while those who are still operating may reconsider. Continued attacks may put strain on global shipping routes and disrupt supply chains, particularly for Black Sea littoral countries.
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