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The drone strike on two tankers of the Russian “shadow fleet” off the coast of Turkey has become yet another signal about the vulnerability of the Kremlin’s oil logistics. At the same time, it has already forced insurers to reassess risks in the Black Sea.

There are almost no orders for “handysize” and larger vessels, while Danube costers are still finding cargo and continue to increase in price, albeit more slowly.

Expanding the transit of Ukrainian agricultural products through Poland may encounter domestic political risks for Warsaw.

Due to restrictions on the work of Ukrainian ports due to terrorist attacks by the Russian Federation, the company was able to ship only two ships.

Rail grain deliveries to the ports of Great Odesa decreased more than sixfold, and some flows were reoriented to the western border and the Danube.

Over the past week, the shares of most Ukrainian agricultural companies traded on the Warsaw and London stock exchanges have increased.

The waiting time for vessels to exit the Sulina Canal has increased to 2–3 days due to the increase in the number of vessels.

The decline in the water level on the Danube complicates fuel logistics in southern Ukraine, where the supply of the resource remains limited.

Turkey has resumed the passage of merchant ships through the straits towards the Black Sea after several days of delays for voyages to Russian and Ukrainian ports.

Meanwhile, Turkish Foreign Minister Hakan Fidan calls on Moscow and Kyiv to agree on a moratorium on strikes on merchant shipping.

Ukrainian drones hit three more Russian ships, two anti-aircraft complexes and two radar stations in the Rostov region.

As of August 8, Ukrainian drones, according to the commander of the Unmanned Systems Forces, had hit 134 ships in the Azov Sea and 84 in the Black Sea.

The Russian military used the captured rig as a point for observation, communication relay and control of strike drones that attacked the Odesa and Mykolaiv regions.

As a result of the attack by strike drones on the port infrastructure of Mykolaiv, the ship was damaged, but there were no casualties.

Due to the prolonged restrictions on the operation of the ports of Great Odesa, the export of Ukrainian agricultural products in the 2026/2027 marketing year may decrease from 64.4 million tons to 29.6 million tons.

The average daily grain load on the railway network of Ukraine in the first five days of August decreased to 26.6 thousand tons compared to 51.5 thousand tons in July.

Amid rising shipping risks, Russian wheat, despite its lower price, was not in significant demand at the Algerian tender.

The new owner of the 106-meter superyacht “Amadea”, which the US confiscated from Russian oligarch Suleiman Kerimov, is 27-year-old Dubai billionaire Abbas Sajwani.

The United Kingdom has expanded sanctions against Russia, focusing on energy exports, the “shadow fleet”, the financial sector and the defense industry.