Kazakhstan has issued a sharp diplomatic warning to Kiev after a Ukrainian naval drone severely damaged infrastructure at the Caspian Pipeline Consortium’s (CPC) Black Sea terminal, forcing a halt to exports from one of the world’s most significant oil corridors.

The strike hit a Single-Point Mooring used to load tankers at the Novorossiysk facility, prompting CPC to suspend operations and remove vessels from the surrounding waters. The consortium, whose shareholders include Russian, Kazakh and US firms such as Chevron, Lukoil and ExxonMobil, said the November 29 attack left SPM-2 so badly damaged that “further operation of Single Point Mooring 2 is not possible.”

First a long video, but well worth watching if you have the time.

Not 100% confirmed from yesterday, but said to be from Turkish crew in Novorossiysk where the previous night Ukraine hit the Caspian Pipeline Consortium (CPC) offshore terminal.

Scary to be on that vessel. pic.twitter.com/GVIaNgtzmX

— Tim White (@TWMCLtd) November 30, 2025

Pipeline shock

CPC transports roughly 1% of global crude supply and is responsible for almost 80% of Kazakhstan’s total oil exports, carrying millions of tonnes each year from the Tengiz, Karachaganak and Kashagan fields to the Black Sea. Any extended disruption threatens the economic backbone of the OPEC+ producer, whose oil overwhelmingly moves through this 1,500-kilometre pipeline to the Yuzhnaya Ozereevka terminal.

Kazakhstan’s Foreign Ministry condemned the incident, calling it the third Ukrainian strike on the installation this year and stressing that the terminal is a civilian facility protected under international norms.

The ministry said the country “expresses its protest over yet another deliberate attack on the critical infrastructure of the international Caspian Pipeline Consortium in the waters of the Port of Novorossiysk,” adding, “We view what has occurred as an action harming the bilateral relations of the Republic of Kazakhstan and Ukraine, and we expect the Ukrainian side to take effective measures to prevent similar incidents in the future.”

Escalating strikes

Ukraine has not commented on the latest strike. Kiev has repeatedly targeted Russia’s energy network, including refineries and export terminals, arguing that such facilities sustain the Kremlin’s war effort. Russian officials, meanwhile, accuse Ukraine of terrorism, executed with the support of Western intelligence services that help Ukraine identify targets deep inside Russian territory.

CPC warned that the consequences extend beyond Russia alone. “We believe that the attack on the CPC is an attack on the interests of the CPC member countries,” the consortium said.

The halt comes amid escalating maritime drone warfare in the Black Sea, where Ukraine has expanded operations in an effort to erode Moscow’s revenue sources.

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