In a direct confrontation with Russia, European NATO states would likely be even more vulnerable than Ukraine to swarms of Russia’s new jet-powered strike weapons, Fabian Hoffmann of the Norwegian Institute for Defence Studies (NIDS) argued in a 20 October op-ed for the Center for European Policy Analysis (CEPA). He calls them low-cost cruise missiles. Just three days earlier, Romania met what it believes were two of them over the Black Sea.

Romanian F-16 fighter jets shot down two jet-powered Geran-family drones over Romania’s territorial waters on 17 October, the Defense Ministry said. Interim Defense Minister Radu Miruță said they flew at about 450 km/h and were likely Geran-4s, the first of that type Romania had downed.

Faster drones for a faster war

Russia began using the Geran-4 in May in response to effective Ukrainian interceptor drones, Ukraine’s military intelligence (HUR) said, adding that it reaches up to 500 km/h. By June, those interceptors were downing about half of slower Shahed-type drones, defense adviser Serhii Beskrestnov estimated.

Hoffmann traces the shift to the Geran-3, a model Ukraine recovered intact in 2025. In his account, a Chinese JT80 turbojet roughly doubled its speed, from 185 to 350 km/h. However, he puts newer models, including the Geran-4, at 600 km/h or more, above HUR’s figure for that model.

By his estimate, each costs $150,000–$250,000, against about $50,000 for a long-range drone. Still, from Russia’s perspective, he wrote, that buys a significantly higher chance of getting through.

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Engines are the bottleneck

Hoffmann argues defenses must match the threat’s speed, for example with jet-powered interceptor drones. Ukraine already fields some. On 4 October, President Zelenskyy said its Bars interceptors had shown the highest percentage among Ukrainian interceptors, about 30% of targets, according to Militarnyi. One unit destroyed five aerial targets with five Bars interceptors, Defense Minister Yevhenii Khmara later told journalists. He also called aviation one of the most effective tools against jet drones.

Hoffmann’s concern is scale. Jet engines are in short supply, he wrote, because too few European and US suppliers can meet demand. Ukraine’s Defense Industry Council flagged a shortage of such engines for its drones in April. In his view, gun systems and higher-end missile defenses are too scarce or too costly to fill the gap.

Two Romanian F-16s shot down two jet-powered Russian Geran attack drones over Romania’s territorial waters near Sulina on the evening of 17 October, Romania’s Defense Ministry said. The ministry released cockpit images of the mission the next day, as NATO allies prepare to discuss Black Sea security at a special session Romania requested.

This comes as Moscow continues its air attacks on Ukraine, while the US is trying to make deals with Russia over its diesel and lift sanctions. Russia keeps striking Ukraine’s energy system and cities, while its drones and suspected saboteurs keep turning up inside NATO, from tankers hit off Romania to a foiled arson attempt at a Starlink site in Lithuania.

Down within minutes

The F-16s took off from the 86th Air Base at Borcea at 17:43 after radar detected a group of air targets about 120 km east of Zmiinyi (Snake) Island, flying southwest, Ukrainian military outlet Militarnyi reported, citing the ministry. The first drone entered Romanian airspace at 17:59 and was shot down at 18:01 southeast of Sulina. The second entered at 18:01 and was downed at 18:05 east of Sulina.

Both were jet-powered attack drones of the Geran family, the ministry said. The Geran is Russia’s version of the Iranian-designed Shahed. When first detected, the drones were about 65 km from the coast of Russian-occupied Crimea and 140 km from the Ukrainian-held shore, and their southwest course may point to Russian origin, Militarnyi calculated.

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The ministry posted the cockpit images on 18 October, showing a missile launch and a fireball over the sea. “Targets spotted, identified, engaged and neutralized!” it wrote.

Allies to meet on the Black Sea

A special session of the North Atlantic Council, NATO’s top decision-making body, will discuss defense and deterrence in the Black Sea on 20 October at Romania’s request. Romanian President Nicușor Dan has confirmed that the two tankers that caught fire near Sulina last week were hit by drones, and a NATO military source told Reuters they were Russian.

Romanian radar has logged 54 drone intrusions into the country’s air and sea space since Russia’s full-scale invasion, 35 of them this year, and the military has shot down six such targets in 2026, Defense Ministry data show.

Searches in Poland and Lithuania

Within hours, Poland’s Operational Command said it was checking a possible airspace violation by an unknown object overnight into 18 October. Troops, police, and military police searched for a possible crash site south of Lublin after residents reported the loud sound of a flying object around 02:00, Militarnyi reported.

On the morning of 18 October, an unknown drone entered Lithuania’s airspace and triggered air raid alerts, the country’s crisis management center said. NATO jets accompanied it but could not shoot it down because of bad weather, Defense Minister Robertas Kaunas said. Debris preliminarily identified as drone parts was later found in the village of Juodžioniai in Pasvalys district, and the army said the drone may have entered from the direction of Poland.

Romania moved from escorting Russia’s stray drones to firing on them in July, when its F-16s downed three in 72 hours.

Two tankers caught fire within about 12 hours off Sulina, Romania’s port at the mouth of the Danube, Romanian authorities reported. The crew of one said a drone hit it inside Romania’s territorial waters, while Bucharest says it is still checking whether drones were involved. Bulgaria, where drones sank ships in its economic zone this month, says it lacks proof that Russia launched them.

For months, Russia has struck civilian ships on the sea route that carries most of Ukraine’s farm exports, while its drones have repeatedly crossed into Moldova and Romania during attacks on Ukraine. As long as Bucharest and Sofia wait for drone wreckage before naming anyone, Russia, the party Bulgaria’s own prime minister says the logic points to, pays no price for extending its war on Ukraine’s trade routes into NATO members’ waters.

Seven sailors missing after the second fire

The San Marino-flagged chemical tanker Wine Trader reported a fire in its superstructure around 07:00 on 15 October while anchored in Romanian territorial waters about 13 nautical miles southeast of Sulina, Romania’s Naval Authority said. By midday, five of its 12 crew had been recovered and seven were still missing.

Hours earlier, at 01:34, a drone entered Romanian airspace over the country’s waters southeast of Sulina for about a minute before vanishing from radar, the Defense Ministry said. Authorities have not named a cause for the fire, though unnamed sources