Ukraine Is Shooting Fish in a Barrel || Peter Zeihan

YouTube/Podcast · Listen · (gathered 2026-09-10)

• Ukraine has implemented a highly effective and precise strategy for targeting Russian “shadow fleet” vessels in the Black Sea, largely in response to a US directive to avoid hitting critical infrastructure like the Caspian Pipeline Consortium (CPC) terminus at Novorossiysk.
• This strategy involves Ukraine contacting all global shipping companies operating in the Black Sea, requesting detailed vessel information (name, transponder, course, ports) with a promise not to attack compliant ships. The “shadow fleet,” by contrast, runs dark and is thus systematically targeted.
• This targeted approach is rapidly dismantling Russia’s Black Sea export capabilities, with an estimated end to their significant oil exporter status this year as ports run out of storage, all while remarkably avoiding interference with legitimate international shipping.