How Russia’s shadow fleet is sailing around oil sanctions
Planet Money
Oct 17
How Russia’s shadow fleet is sailing around oil sanctions
How Russia’s shadow fleet is sailing around oil sanctions

Planet Money
Oct 17
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.
After Western sanctions capped Russian oil prices at $60 per barrel, Russia responded by building a 'shadow fleet' of over 600 aging tankers to bypass restrictions. These vessels operate under fraudulent flags, disable GPS tracking, and rely on opaque ownership and non-Western insurance networks to avoid detection. Maritime pilots like Bjarne Caesar Skinnerup have observed their suspicious behavior firsthand, raising alarms about safety, environmental risks, and complicity in funding war. Despite international regulations, enforcement remains weak due to jurisdictional limits and geopolitical tensions—exemplified when France detained a tanker and Russia called it piracy. The shadow fleet has redirected global oil flows, boosting Russian revenue through discounted sales to China and India, while increasing shipping costs and creating a dangerous, uninsured maritime network. This underground market undermines sanction goals and threatens ecological disaster, all while frontline workers grapple with moral dilemmas about their role in enabling these shipments.
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Insurance companies are the enforcers of the Russian oil price cap.
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Russian oil exporters spent $15 billion building a shadow fleet to bypass Western sanctions.
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The Boracay has had 25 dark activity instances, evading detection by turning off GPS.
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The Russian shadow fleet has grown to over 600 vessels.