It is highly likely that the situation in the Baltic Sea will remain tense – Russia is determined to protect its commercial interests by any means necessary
International sanctions against Russia’s shadow fleet have disrupted Russia’s strategy and reduced the profits Russian companies derive from trading in energy resources. However, a large part of the shadow fleet still uses the Baltic Sea route to export oil and oil products, accounting for 40 percent of Russian oil exports by sea.
Russia’s shadow fleet consists of up to 1,000 ships worldwide, transporting Russian oil and liquefied gas. This is an important tool for Russia to sell raw materials, bypassing the price cap set by sanctions and thus securing additional revenue needed to finance the war against Ukraine.
Crews of these ships seek to conceal the origin of their cargo by turning off Automatic Identification System or manipulating data by transmitting false location coordinates. Other evasion tactics, such as transferring cargo from ship to ship on the high seas, pose environmental risks. Complex ownership and management structures are used to conceal true owners of the tankers.
Russia has taken additional measures to ensure an uninterrupted operation of its shadow fleet in the Baltic Sea. It is almost certain that for Russia to not allow Western authorities to inspect its shadow fleet tankers or their crews is of utmost importance. It is highly likely that Russia is determined to use military means to achieve this. There are increasing cases of more aggressive displays of force, including unsafe manoeuvres near NATO military ships and aircraft. In 2025, shadow fleet tankers in the Baltic Sea were accompanied not only by Russian warships but also by its Su-35S and Su-30SM fighter jets, which were taking risks and violating the airspace of NATO countries. For example, in May 2025, a Russian Su-35S multi-role fighter violated Estonian airspace while escorting an unflagged tanker Jaguar, subject to international sanctions. Russia’s aggressive behaviour in protecting its shadow fleet tankers increases the risk of incidents in the Baltic Sea.
Although ship incidents in the Baltic Sea in 2023–2025 involving damage to strategically important underwater infrastructure are not linked to deliberate actions by crews of ships calling at Russian seaports, the infrastructure stretching across the Baltic Sea remains vulnerable. Incidents caused by a combination of circumstances, such as poor weather conditions, technical defects in ships, and irresponsible attitudes towards navigation, are possible.