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Ukraine’s Drones Reach Western Tonnage in the Black Sea as Saudi Diversions Around the Cape Widen

Operational Overview Two parallel adaptations are now visibly reshaping the world’s crude flows. In the Black Sea, Ukraine’s drone campaign has widened beyond Russia’s own shadow fleet to Western-affiliated vessels legally operating under the G7 Oil Price Cap, with a Greek-owned tanker struck near Taman on August 1 and five Western-affiliated tankers previously struck at ...

Two Ukrainian drones struck two vessels in the Black Sea this month, a Greek-owned tanker and a Rosatom-linked container ship, marking the first confirmed strikes on non-Russian shadow fleet vessels. The strikes have widened Ukraine's campaign to include Western-affiliated tankers legally operating under the G7 Oil Price Cap, with five such tankers previously struck at the CPC terminal in Novorossiysk.

The expanded strikes have led to temporary suspension of Kazakh crude exports and review of insurance and routing calculations across the Black Sea. In the Red Sea, Saudi diversions via the Cape of Good Hope have increased, with eight Saudi-flagged VLCCs and two bulk carriers rerouting around Africa to avoid the narrow strait. The Strait of Hormuz is currently experiencing sustained kinetic pressure, with two projectile incidents at the same coordinates within 24 hours.

Iranian Foreign Minister Araghchi stated that Oman-mediated transit talks are nearing completion, though Iran denies involvement in the recent attacks. Windward has assessed the operational risk environment across the key shipping routes as Critical.

Written by urgent.news from Hellenic Shipping News's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.

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