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Ukraine’s naval drone campaign in the Black Sea has reached a dangerous new phase—one that is no longer just a Ukraine–Russia confrontation, but a widening regional and diplomatic crisis involving Turkey, Kazakhstan, NATO, and the global energy market.

Over the past week, Ukrainian naval drones have struck three Russian “shadow fleet” tankers inside Turkey’s Exclusive Economic Zone, marking an unprecedented expansion of the conflict. Turkey has condemned the attacks as a “worrying escalation” that threatens navigational safety and stability in the Black Sea.

At the same time, Ukraine has intensified strikes on Russia’s critical energy infrastructure, including a major attack on the Caspian Pipeline Consortium (CPC) terminal in Novorossiysk—one of the world’s most important oil export facilities. The strike forced a full shutdown, disrupting 1% of global oil supply and threatening 80% of Kazakhstan’s crude exports.
Kazakhstan responded with a strong diplomatic protest, calling the CPC strike “unacceptable” and accusing Ukraine of targeting civilian infrastructure protected under international law. The fallout risks fracturing Kazakhstan–Ukraine relations and complicating Kyiv’s ties with one of the few neutral post-Soviet states.

Meanwhile, Russia accuses Ukraine of “terrorism,” while global observers warn that Ukrainian attacks hitting neutral countries’ interests could weaken international support for its war strategy.



#Ukraine #Russia #BlackSea #Turkiye #Kazakhstan #OilMarket #Geopolitics #NavalDrones #UkraineWar #APT

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00:01Ukraine's naval drone campaign against Russia's Shadow Fleet has escalated dramatically,
00:14with three Russian oil tankers attacked in the Black Sea within a single week, including
00:19operations inside Turkey's exclusive economic zone.
00:23On Tuesday, December 2nd, 2025, the Turkish Maritime Authority confirmed that the Emirate
00:28Volga II, carrying sunflower oil from Russia to Georgia, was attacked approximately 130
00:34kilometres, 80 miles, off the Turkish coast.
00:38The 13 crew members were unharmed, and the vessel diverted toward the Turkish port of Sinop.
00:44This latest strike follows Friday's attacks on two other Russian Shadow Fleet tankers,
00:49the Kairos and Virat, which also occurred within Turkey's maritime zone.
00:56The vessels belong to a sanctions evasion network tracked by the Open Sanctions Database, used
01:02by Russia to circumvent Western sanctions imposed after the 2022 invasion of Ukraine.
01:09Each attack demonstrates growing Ukrainian naval drone capability and an expanding geographic
01:15scope of operations, now extending from northern Black Sea waters near Ukraine into Turkish territorial
01:22waters and deeper into the southern Black Sea.
01:26The scope of Ukraine's campaign extends beyond tankers to critical energy infrastructure.
01:32On November 29th, Ukrainian naval drones struck the Caspian Pipeline Consortium's CPC single-point
01:39mooring-2 terminal in Russia's Novorossysk port, causing significant damage and forcing a complete
01:46halt to operations.
01:48The CPC handles more than 1% of global oil supply and 80% of Kazakhstan's crude oil exports,
01:55making it one of the world's most critical energy choke points.
02:01The attack marked the third strike on CPC infrastructure this year, following damage to the consortium's
02:07offices in Baku in September and the administrative building on November 25th.
02:12The terminal's shutdown immediately disrupted global energy markets and threatened Kazakh
02:17economic interests.
02:19Simultaneously, Ukrainian air drones targeted Russia's Afipsky oil refinery in Krasnodar,
02:25demonstrating a coordinated multi-vector strategy to cripple Russia's war economy through energy
02:31infrastructure destruction.
02:34Kazakhstan issued a formal diplomatic protest on November 30th, condemning Ukraine's attack
02:40on the CPC terminal as a deliberate attack on civilian infrastructure protected by international
02:45law.
02:49Foreign Ministry spokesperson Ibek Smadyarov stated,
02:53We view what has occurred as an action harming bilateral relations of the Republic of Kazakhstan
02:58and Ukraine.
03:00And we expect the Ukrainian side to take effective measures to prevent similar incidents in the
03:05future.
03:07Kazakhstan's energy ministry declared the strike unacceptable and called it the third
03:12act of aggression against CPC infrastructure.
03:16Astana emphasized that the CPC is an international energy project with shareholders including American
03:23firms Chevron and ExxonMobil, Russia's Transneft and Kazakhstan's Kazmune gas, and that attacks
03:31directly threaten global energy security.
03:36Kazakhstan urgently activated alternative export routes to redirect Kazakh oil and minimize global
03:43market disruptions.
03:45The protest represents a significant rupture in Kazakhstan-Ukraine relations, as Astana, formerly
03:52neutral in the Ukraine conflict, has been one of the few post-Soviet states maintaining diplomatic
03:58ties with both Kyiv and Moscow.
04:03Turkish President Recep Tayyip Erdogan condemned Ukraine's attacks on the tankers in Turkey's
04:08exclusive economic zone on Monday, December 1st, calling them a worrying escalation that threatens
04:15navigational safety, human life, and the marine environment.
04:20In a televised address, Erdogan stated,
04:24It is seen that the war between Russia and Ukraine has reached a point where it clearly threatens
04:30navigational safety in the Black Sea.
04:35Friday's targeting of commercial ships in our exclusive economic zone signals a worrying
04:40escalation.
04:43We cannot condone these attacks, which threaten navigational, life, and environmental safety.
04:49Particularly in our own exclusive zone.
04:52We are issuing the necessary warnings to all parties regarding such situations.
04:59Ukraine rejected both Turkey's and Kazakhstan's criticism, arguing that all operations target
05:05solely Russian military assets and do not intentionally harm third parties.
05:10However, the incident has exposed a critical strategic fracture.
05:16Ukraine's campaign to weaken Russia's war economy through energy infrastructure strikes is increasingly
05:21affecting neutral nations.
05:23Turkey, a NATO member struggling to balance Ukraine support with Russian relations.
05:29And Kazakhstan, a CSTO member and critical energy exporter.
05:35The attacks raise unresolved questions about international maritime law, NATO unity, and whether operations
05:41in Turkish waters could trigger Article 5 collective defence obligations.
05:47Russia has labelled the strikes acts of terrorism, while international observers warn that collateral
05:53damage to neutral nations' economic interests and energy security could undermine global support
05:59for Ukraine's military campaign.
06:02As Ukraine demonstrates expanding naval drone capabilities, the international community faces
06:07a critical test, balancing support for Ukrainian military operations with recognition of the sovereignty
06:14and economic interests of neighbouring states.
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