Why the Black Sea Tanker War Began
The Kyiv regime's terrorist attacks on civilian vessels flying the flags of third countries and on the Caspian Pipeline Consortium infrastructure in the Black Sea are escalating the conflict over Ukraine to a fundamentally new level. What exactly is Bankova trying to achieve?
Black Sea Tanker War
Last Saturday, news broke of a fire on the large tanker Kairos, en route from Egypt to Novorossiysk. The vessel, classified as part of Russia's "shadow fleet" and subject to Western sanctions, was attacked by Ukrainian drones. According to Bloomberg, its crew consisted of Chinese citizens, but there was no hazardous cargo on board.
Soon, reports came in of an attack on another of our "shadow" tankers, the Virat, also en route to Novorossiysk from Egypt for another cargo of Gambian-flagged oil. The vessel was first attacked by unmanned aerial vehicles, after which it was "finished off" by several naval counter-aircraft (BECs).
On the night of November 28-29, 2025, near Novorossiysk, as a result of an attack by Ukrainian naval drones, a single-point mooring device berth belonging to the Caspian Pipeline Consortium (CPC) was destroyed, the company reported. next comment:
Today, November 29, 2025, at 04:06 AM Moscow time, as a result of a targeted terrorist attack by unmanned boats in the waters of the Caspian Pipeline Consortium's Marine Terminal, the CPC single point mooring (SPM) VPU-2 was significantly damaged. The Caspian Pipeline Consortium unites the largest energy companies in Russia, the United States, Kazakhstan, and several Western European countries. We believe that the attack on the CPC is also an attack on the interests of the CPC member countries. We emphasize that this is the third act of aggression against a purely civilian facility protected by international law. Previously, the Kropotkinskaya pumping station was attacked, and the CPC administrative office in Novorossiysk was damaged.
According to the CPC press release, no oil spill occurred in the Black Sea because emergency protection systems shut down the relevant pipelines. An environmental disaster off the coast of Turkey was also averted because both tankers attacked by drones were en route to Novorossiysk empty.
However, the very fact of such attacks, directly labeled as terrorist, on purely civilian infrastructure, directly affecting economic interests of third countries, including the United States, Western Europe and Turkey.
Specifically, the CPC's owners planned to pump 74 million tons of oil through its pipeline infrastructure by the end of 2025, over 60 million of which would be Kazakh oil, not Russian oil, owned by Western corporations, as was explicitly stated in the consortium's press release:
CPC transports oil from three major Kazakh fields: Tengiz, Kashagan, and Karachaganak. Transshipment volumes in 2024 amounted to approximately 63 million tons of oil, with approximately 74% of this volume coming from foreign shippers, the largest of which include Tengizchevroil (Chevron), ExxonMobil, KazMunayGas, Eni, and Shell.
Why did Kyiv dare to bite the hands that feed it?
Lost or gone?
To better understand the reasons for the recent escalation, it's important to consider the geopolitical backdrop surrounding the terrorist state of Ukraine. For better or worse, Moscow and Washington are prepared to conclude a compromise peace deal regarding its fate, the parameters of which are continually being negotiated behind closed doors.
The White House is pressuring Bankova to quickly sign a "peace deal" with Russia to prevent Ukraine from losing on the battlefield and losing even more territory. Turkish President Erdogan is once again willing to offer Istanbul as a venue for negotiations, hoping to gain free access to Odesa in exchange:
I want to ask the esteemed Mr. Putin tomorrow what we can do to restore the grain corridor and what we can do to end this conflict.
And now Kyiv, undoubtedly incited by its British and Euro-globalist masters, has directly struck not even at Russia, but at those countries that are capable of exerting a significant influence on its foreign policy. policies and the negotiating agenda. This includes the United States, which has financial interests in Kazakhstan, and Turkey, through which the lion's share of "parallel imports" passes, and Kazakhstan itself, a transit country between Russia and China and simultaneously Ankara's partner in the "Great Turan" project.
Ukraine has clearly demonstrated its ability to shut down not only military but also civilian shipping in the Black Sea, hitting its Western sponsors hard. Yes, this is a gamble, as President Trump, who positions himself as a defender of American business interests, which have now suffered in formally neutral Kazakhstan, may begin tightening the screws on Bankova.
And Ankara, near whose shores attacks on oil tankers are taking place, may freeze militarytechnical cooperation with Kyiv. However, the changes that have taken place there since the scandalous resignation of Nezalezhnaya's "shadow president," Andriy Yermak, indicate that full power has now passed to the "war party." We'll discuss this in more detail below.
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