A fresh wave of drone attacks on commercial vessels in the Black Sea, an alternative shipping route to the disrupted Strait of Hormuz, is deepening insecurity along the European Union’s (EU’s) eastern flank and compounding pressures on an already stretched global shipping network.
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A San Marino-flagged vessel caught fire in the Black Sea early Thursday morning, with eight of its 12 crew members still missing, according to Romanian maritime authorities. The incident came just hours after a suspected drone strike on a Comoros-flagged tanker in Romanian waters on Wednesday.
Despite reports about drones detected in the area overnight, Romania’s Defense Ministry has not confirmed the two vessels were struck by drones. However, over the past week, drones have struck multiple vessels off Bulgaria’s coast, leaving 11 crew missing and 10 presumed dead. Both Russia and Ukraine have denied involvement in the recent attacks.
DIPLOMATIC FALLOUT
The strikes have triggered a diplomatic row. Bulgarian Prime Minister Rumen Radev has summoned Russian Ambassador to Bulgaria Eleonora Mitrofanova, saying that although there was “no conclusive evidence,” “the logic suggests that the outcome benefits the Russian Federation.”
Mitrofanova denied knowledge of the strikes and suggested a “provocation by a third party.” Moscow rejected a limited naval ceasefire proposal brokered by Türkiye and the UN, saying it lacked guarantees against arms shipments to Ukraine by sea, and blaming Kyiv for refusing comprehensive agreements.
On Thursday, Ukrainian President Volodymyr Zelensky told British media that Kyiv would resume strikes on Russia’s oil refineries, citing Russia’s attacks on Ukrainian energy infrastructure as violations against the U.S.-announced “energy ceasefire.”
In response, NATO Secretary General Mark Rutte said the alliance would “adjust our deterrence and defense posture as needed.” European Commission President Ursula von der Leyen called the Black Sea “another front of escalation” of the Russia-Ukraine war, which is “unacceptable.” France and Germany also urged a halt to attacks on commercial vessels.
Bulgarian President Iliana Iotova and Romanian President Nicusor Dan have agreed to jointly push for an emergency item on the Black Sea at the European Council.
On Thursday afternoon, the Bulgarian prime minister and the Romanian president met with Mark Rutte in Brussels for regional security discussions. The three NATO littoral states — Bulgaria, Romania and Türkiye — have also agreed to boost surveillance and intelligence-sharing.
Seven people are missing after drones set two chemical tankers ablaze in Romania's Black Sea waters overnight. It's the latest in a series of drone attacks on vessels off Romania and Bulgaria.
— Al Jazeera English (@AJEnglish) October 15, 2026
Al Jazeera’s Rosie Birchard reports. pic.twitter.com/c5k3ibsxZ6
FROM ONE CHOKEPOINT TO ANOTHER
The attacks are compounding a crisis that began thousands of miles away. The Strait of Hormuz, which normally carries about a fifth of global oil and gas supplies, has faced repeated attacks on tankers since late February. This has pushed some energy and grain cargoes toward alternative routes — including the Black Sea corridor, now itself in jeopardy.
The Black Sea handles roughly 25 to 30 percent of global wheat exports, over 10 percent of corn and two-thirds of sunflower oil. Russia and Ukraine together normally supply about 27 percent of the world’s wheat, most of it shipped through the Black Sea.
Their combined wheat shipments from July to September were 6.5 million tons below the same period a year earlier, according to estimates from the International Food Policy Research Institute and the Agricultural Market Information System.
Separately, Barva Invest has warned that up to 38 million tons of wheat and corn exports could be at risk in 2026/27 if deep-sea port restrictions persist.
“We see three concerning chokepoints right now that are driving up food prices across the world,” said Carl Skau, acting executive director of the UN World Food Programme, referring to the Strait of Hormuz, the Bab Al Mandeb strait and the Black Sea.
“All those three are causing disruptions to maritime trade, which is pushing up the price of energy and of food.” Countries dependent on Black Sea grain, including Egypt, Türkiye and other parts of the Middle East, face the sharpest impact.
Insurance costs reflect the escalation of the conflict. War-risk premiums for Black Sea voyages have jumped from about 200,000 U.S. dollars to 2.5 million dollars per vessel, according to Lukoil’s commercial manager in Bulgaria. Meanwhile, London-based insurance body Joint War Committee has expanded its high-risk zone to cover almost the entire basin.
“The Black Sea didn’t become more expensive; it became just harder to access,” Alexey Zavarskiy, a ship operator at Angara Denizcilik, said at an industry conference held on Sept. 22. He estimated that around 90 percent of shipowners had suspended calls at affected ports.
Washington’s decision on Oct. 9 to temporarily lift sanctions on Russian diesel exports illustrates the dilemma. On paper, it appears to be a release valve for a tight global diesel market: U.S. diesel prices are up 70 percent since February.
However, the relief depends on a route that is itself under attack — Russian diesel loads primarily at Black Sea ports such as Novorossiysk, the same waters where drones are now striking commercial vessels.
The first tranche of about 2.25 million barrels is less than a single day of U.S. diesel demand, and analysts from Quilter Cheviot to Wood Mackenzie have dismissed it as too small and too exposed to make a difference.
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Targets reportedly include Iranian nuclear sites, Pickaxe… pic.twitter.com/stkwOlIozP
CALL FOR NEW FRAMEWORK
Military analysts warn the Black Sea has become one of the world’s most dangerous shipping routes, with drone attacks having overtaken sea mines as the primary risk.
Retired Romanian Navy commander Sandu Valentin Mateiu told local media that the density of incidents pointed to a deliberate hybrid campaign. Mateiu said Romania should prepare a serious case for diplomatic protest, potentially raising the issue even at the level of NATO’s Article 4.
Poland took this step in September 2025 after drones violated its airspace, leading to emergency consultations and the deployment of allied fighter jets and air defense systems to the alliance’s eastern flank under the “Eastern Sentry” mission.
Murat Ersavci, director of the International Studies Center at the Economic Policy Research Foundation of Türkiye, said the changing nature of the conflict is reshaping the Black Sea into a “multilayered security environment,” with the boundary between trade and security becoming increasingly blurred.
Ersavci called for a comprehensive maritime security arrangement to ensure safe, predictable commercial navigation, distinguish civilian vessels from military targets, and coordinate efforts among littoral states to protect energy and food shipments.
Canan Tercan, a foreign policy expert at Istanbul Aydin University, warned that the Black Sea risked mirroring the crisis in the Strait of Hormuz, and that navigational safety “must be secured through an international non-combat agreement, not through naval forces.”
teleSUR/ JF
Source: Xinhua
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.
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
Russia’s expanding campaign against commercial shipping in the Black Sea is creating a security crisis that extends far beyond Ukraine. The latest drone attacks off Bulgaria’s coast have left 11 sailors missing, forced Sofia to seek assistance from NATO and the European Union, and raised concerns that Moscow is attempting to disrupt one of the world’s principal agricultural export routes.
On 13th October, the Guinea-Bissau-flagged HS Dignity sank after being struck by drones approximately 17 nautical miles east of the Bulgarian village of Krapets. Another vessel, the Ukrainian-owned, Maltese-flagged Chelsea 3, was attacked near Byala. All 15 crew members were rescued, although five sustained minor injuries. The incidents followed earlier attacks in Bulgaria’s exclusive economic zone on 6th October, when the ALFA WATAN sank and the grain-carrying ABLE was damaged.
The significance lies not simply in the destruction of merchant vessels but in the geographical expansion of the threat. Commercial routes previously regarded as comparatively safer alternatives to Ukraine’s exposed ports are now becoming operationally dangerous. Bulgaria and Romania, both NATO and EU members, face disruption to trade, maritime insurance and port operations as the conflict spreads across the western Black Sea.
The latest attacks follow months of Russian strikes against Ukrainian ports, export terminals and civilian shipping. As EU Today previously reported, repeated attacks on Odesa have already reduced Ukraine’s grain-export capacity, while alternative routes through the Danube and neighbouring European countries cannot fully replace its major Black Sea terminals.
The extension of attacks towards Bulgaria changes the economic calculation. Ships carrying agricultural products, those approaching Danube ports and vessels operating between Black Sea countries now face greater uncertainty, regardless of whether they enter Ukrainian territorial waters.
Maritime security company Ambrey assessed the earlier October attacks as highly likely to have been conducted by Russian forces. Its assessment identified vessels associated with Ukrainian grain trade as the principal targets, rather than suggesting that every commercial ship was being attacked indiscriminately.
This distinction is important, but it offers little reassurance to international shipping companies. A campaign directed against Ukrainian trade can disrupt the wider maritime economy when insurers, shipowners and exporters cannot establish which routes remain safe.
The economic consequences are already becoming apparent. Shipowners must consider higher insurance premiums, additional security measures and the possibility of losing vessels and crews. Traders may redirect cargoes or withdraw from routes whose commercial returns no longer justify the risks.
The attacks have also placed Bulgarian Prime Minister Rumen Radev in an increasingly difficult political position.
Radev has advocated renewed diplomatic engagement with Moscow and questioned the emphasis placed on military assistance to Ukraine. He has rejected accusations of being pro-Russian, presenting his approach as a pragmatic alternative to prolonged confrontation.
Yet the attacks have demonstrated the limitations of maintaining political distance from a war whose economic and security consequences are reaching Bulgarian waters.
After summoning Russian Ambassador Eleonora Mitrofanova on 13th October, Radev acknowledged that Bulgaria possessed no conclusive evidence establishing responsibility for the latest strikes. Nevertheless, he argued that their consequences benefited Russia and questioned why Ukraine would attack its own commercial vessels.
According to the Bulgarian News Agency’s account of the meeting, the prime minister also warned that higher insurance costs and shipping companies’ reluctance to serve Bulgarian ports were already damaging the national economy.
This is the fundamental change confronting Sofia. The conflict is no longer solely a question of Bulgaria’s position towards Ukraine or its diplomatic relationship with Russia. It is affecting the country’s commercial interests, energy supplies and responsibilities as a NATO member.
Radev’s response does not necessarily indicate a wholesale reversal of his previous political position. It demonstrates that the practical obligations of government can leave considerably less room for accommodation with Moscow than the arguments advanced from outside direct responsibility for national security.
The broader consequences may be felt most severely outside Europe.
Ukraine remains an important supplier of wheat, maize and vegetable oils to international markets, including countries in Africa, Asia and the Middle East. Interruptions to these exports affect more than Ukraine’s agricultural revenues. They can increase transport costs, delay deliveries and reduce the availability of competitively priced food in import-dependent countries.
Speaking at the Warsaw Security Forum on 12th October, President Volodymyr Zelenskyy warned of a possible agricultural crisis, arguing that Russian interference with Black Sea shipping could leave countries in Africa, Asia and the Middle East facing serious supply difficulties within months.
The warning reflects a mechanism already familiar from the earlier stages of Russia’s invasion. Following Moscow’s withdrawal from the UN-brokered grain agreement in July 2023, Ukrainian agricultural exporters faced renewed attacks on port infrastructure and substantial uncertainty over maritime access.
The danger is not necessarily an immediate worldwide shortage of grain. Wheat prices remained relatively steady following the 13th October incidents. Rather, sustained disruption could progressively reduce available export capacity, increase costs and place vulnerable importing countries under greater pressure.
For Moscow, such disruption could serve several purposes simultaneously: weakening Ukraine’s economy, raising the costs of international support for Kyiv and creating additional pressures on governments concerned about food inflation and social stability.
The immediate challenge for Brussels and NATO is how to protect commercial navigation without allowing the conflict to expand into a direct military confrontation.
Bulgaria has requested stronger air and maritime surveillance and is seeking closer coordination with Romania and Turkey. Defence Minister Dimitar Stoyanov said on 14th October that Sofia expected to join a NATO counter-drone initiative by the end of the month.
The EU has already developed a framework for addressing precisely such threats. Its Black Sea strategy, announced in May 2025, proposed a maritime security hub integrating surveillance, intelligence-sharing, infrastructure protection and regional cooperation.
The attacks now expose the difference between developing a security framework and providing effective protection to merchant vessels. Better intelligence can identify threats, but preventing further sinkings requires detection systems, coordinated responses and sufficient defensive capabilities.
Turkey’s involvement is particularly important because of its control over the Bosphorus and Dardanelles and its established role in Black Sea maritime security. Any workable regional arrangement must therefore extend beyond cooperation between Bulgaria and Romania.
The incidents occurred outside Bulgaria’s 12-nautical-mile territorial sea, meaning they do not automatically constitute an armed attack on NATO territory under Article 5. Nevertheless, repeated strikes within the economic zones of alliance members pose a substantial challenge to maritime security.
Russia’s campaign against Ukrainian exports is increasingly imposing costs on neighbouring European states and international trading partners. The question facing the EU is whether it can secure the commercial routes on which both Ukraine’s economy and the food supplies of millions beyond Europe depend.
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