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How Russia’s shadow fleet is sailing around oil sanctions

Shownote

Bjarne Caesar Skinnerup works as a maritime pilot in the straits of Denmark. That means he’s used to seeing oil tankers. But after the start of the war in Ukraine, the tankers started getting weird. They were flying flags he’d never seen before. They were ...

Highlights

In the narrow straits between Denmark and Sweden, a routine part of maritime navigation has quietly become entangled with global conflict. A seasoned pilot begins to notice something strange—tankers that don’t belong, flying unfamiliar flags, moving in patterns that defy normal trade routes. What he uncovers is not just a loophole in international sanctions, but an entire hidden armada reshaping the economics and ethics of energy supply.
09:13
Insurance companies are the enforcers of the Russian oil price cap.
12:18
Russian oil exporters spent $15 billion building a shadow fleet to bypass Western sanctions.
22:04
The Boracay has had 25 dark activity instances, evading detection by turning off GPS.
25:08
The Russian shadow fleet has grown to over 600 vessels.

Chapters

What Happened to All the Missing Oil Tankers?
00:00
Who’s Insuring These Rogue Ships—and Why Does It Matter?
12:18
How Fake Flags Keep the Shadow Fleet Invisible
18:47
Is the Shadow Fleet Reshaping the Global Oil Market?
25:08
Can a Pilot Refuse to Guide a Ship That Fuels War?
31:28

Transcript

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