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New risks in the Black Sea: how the market reacted to the attack on tankers carrying sanctioned oil
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.
Trump, tankers and geopolitics. What 2025 was like for global shipping
Routes have become longer, insurance has become more expensive, and political decisions have turned compliance into a full-fledged operational function – in 2025, these three factors had the strongest impact on freight rates, schedules, and tonnage availability.
USM continues the series of materials about what 2025 was like for global and Ukrainian shipping. This time, we recall the challenges that global carriers faced and what the shipping world will remember about the past year.
Since the beginning of the year, the price of sunflower oil has increased in Ukrainian ports
Sunflower oil in Ukrainian ports has risen in price by $22/t since the beginning of 2026.
Great Britain plans to stop “shadow fleet” tankers
Ministers believe the UK can legally intercept Shadow Fleet tankers.
The Odesa branch of the USPA received another ambulance
The vehicle was transferred to Odesa port workers as a charitable donation from partners.
Due to sanctions, Russian oil production fell below OPEC quota, — Foreign Intelligence
Ukrainian foreign intelligence reports a deepening systemic crisis in the Russian oil industry due to sanctions pressure and sales problems.
The Ministry of Economy has announced new minimum export prices for grain
The Ministry of Economy has published new minimum prices for the export of agricultural products.
USDA lowers forecast for Ukrainian wheat exports to 14 million tons
In the 2025/26 marketing year, the forecast for Ukrainian grain exports fell by approximately 500 thousand tons.
The Delta Harmony tanker from the “shadow fleet” was spotted near Novorossiysk
The sanctioned vessel was probably recently attacked by naval drones.
Russians attacked two civilian ships in the Odesa region: there are casualties
As a result of an attack by enemy drones in the Odesa region, two civilian vessels under the flags of Panama and San Marino were hit.
Ukrainian grain exports to the EU have fallen sharply
Canada, the USA and Brazil have taken over the leadership in grain exports to the European Union.
Ukrzaliznytsia transported a record amount of meal in 2025
Last year, JSC Ukrzaliznytsia exported 2.79 million tons of meal — 3.2% more than a year earlier.
The invaders have resumed navigation in the port of Mariupol
The Russians have resumed navigation in the seaport of temporarily occupied Mariupol.
The Ukrainian Navy summed up its annual results: Russian tankers were hit, about 50 sea mines and over a thousand UAVs were destroyed
In 2025, the Ukrainian Navy also continued to organize the security of shipping to the ports of Ukraine, ensuring the passage of 7,318 vessels.
Shares of most Ukrainian agricultural companies demonstrate positive dynamics
Most shares of Ukrainian agricultural holdings traded on the Warsaw and London stock exchanges increased over the week.
Last year, Ukraine’s grain elevator capacity increased to 52.67 million tons
As of the end of 2025, Ukraine’s total elevator capacity increased to 52.67 million tons of simultaneous grain storage.
Russian Lukoil drilling rigs hit in the Caspian Sea
The Defense Forces of Ukraine have hit three drilling rigs of the Lukoil corporation in the Caspian Sea.
Russia attacked a port enterprise in the Odesa region
The attack damaged an empty tank and set fire to the insulation.
Sybiha: US arrest of tanker “Olina” is a strong signal to violators
Washington’s successive steps demonstrate strength and send the right signal to those trying to circumvent sanctions.