Europe keeps buying record amounts of Russian gas even as it plans to punish its war machine against Ukraine. The EU ports took in a record 12.18 million tons of Russian liquefied natural gas from January to September, 9.5% more than in the same period of 2025, according to a study by the German group Urgewald based on Kpler tracking data.

Europe spent about 7.88 billion euros on that Russian gas in nine months, revenue that helps fund a war Russia wages with daily missile and drone strikes on Ukrainian cities. The flow continues even as the EU prepares its largest-ever package of sanctions against Russia’s military industry.

The gas comes from Russia’s Yamal project, which sent 167 cargoes to EU ports over the nine months, roughly one every 1.6 days. Europe took 85% of the project’s recorded deliveries by volume, remaining by far its biggest market, Urgewald reports.

Europe’s share grew even as Yamal’s worldwide deliveries fell 1.3%, so the EU absorbed a larger slice of Russia’s Arctic output. In September alone, EU ports received 792,440 tons worth an estimated 818 million euros, nearly three-quarters of it going to France.

Washington could pull the plug by 18 October

The imports run up against a looming US decision. The Trump administration has until 18 October to complete its first review under the Lindsey Graham sanctions act, signed into law on 18 September, which allows Washington to sanction this gas trade at any time, the group notes.

However, after the US allowed Russian diesel to enter the US and global market, the decision will likely remain stalled.

Originally, the law covered Yamal’s leadership, foreign vessels that knowingly carried Russian LNG, and foreign ports that serviced US-sanctioned ships. Yamal depends on specialized Arc7 ice-class tankers and on nearby European ports where they can unload and quickly return, so closing that route would make the Arctic trade far harder to sustain.

Europe’s own ban is still months away

The EU’s measures so far have barely dented the trade. A ban on short-term LNG contracts took effect in April and has had no visible effect, while the full import ban under long-term contracts only starts on 1 January 2027, Urgewald says.

Every month of largely uninterrupted trade means more revenue for Russia while Ukraine suffers daily attacks, sanction campaigner Sebastian Rötters says. The next EU package should close the remaining loopholes, above all those keeping the Arc7 tanker fleet running.

The Kremlin is signaling that it will hold the Russian assets of European companies hostage to pressure Europe into rethinking its sanctions, the Institute for the Study of War (ISW) wrote on 30 September. Moscow has already put well-known European retailers and food makers under Russian "temporary management." A senior Russian official has now hinted that European banks could be next.

As Russia continues its invasion of Ukraine, it has long turned hostages and threats into weapons. Its record includes nuclear threats against Europe from its Oreshnik missile launch sites and a fresh warning over Kaliningrad. It has played games with Europe's largest nuclear plant that it occupied in 2022, applied gas and water pressure on its neighbors, and Kyiv accuses it of blackmailing the families of Ukrainian prisoners of war. Europe's companies are now one more lever in that kit.

"Let them be scared"

Russia is taking "asymmetric measures" to make Europe rethink its sanctions, a senior Russian government source with direct knowledge of the seizures claimed, Reuters reported. "Let them think about what measures they are taking and what sanctions they are introducing," the source said.

Asked whether the Russian units of Italy's UniCredit and Austria's Raiffeisen could be placed under temporary management, the source answered: "Let them be scared."

Kremlin spokesman Dmitry Peskov claimed the decisions were driven by "the increasing level of involvement of these unfriendly countries in direct battlefield hostilities" against Russia. He suggested the moves were "reversible," but added: "For now, we do not see any grounds for a reversal."

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Nestlé, Auchan, and Metro under "temporary management"

Putin's decree of 17 September placed 16 companies under the "temporary management" of a firm called L.E.V. Management, with no end date. They include the Russian units of France's Auchan and Lemana PRO, formerly Leroy Merlin, and of Switzerland's Nestlé. A second decree, on 28 September, handed the Russian assets of German wholesaler Metro AG to UK Torg Rus.

Both decrees amend Putin's April 2023 decree No. 302, which lets Moscow take over the property of firms tied to countries it labels "unfriendly." Because the "temporary" management has no expiry date, ISW considers it effectively nationalization. Independent outlet Novaya Gazeta Europe identified L.E.V. Management's director as retired Russian Major General Andrei Krayushkin.

European companies as corporate hostages

The Kremlin likely wants to use the seizures to take European companies as corporate hostages, ISW assessed. It also likely expects a temporary fiscal boost from the revenues of the seized businesses.

The strategy assumes that European firms will judge the benefits of staying in Russia to outweigh the risk of losing their assets, the think tank said. Whether a company is seized depends entirely on Moscow's relations with the country where it is headquartered, ISW added.

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Since the start of the full-scale war, Russia has introduced temporary administration at 135 foreign-linked firms, mostly from EU countries, according to TASS data cited by Reuters. Earlier targets included French food group Danone and Danish brewer Carlsberg.

The method was tested on Ukraine first. Russia's proxies in occupied Donetsk and Luhansk oblasts stole most Ukrainian assets there in 2014 and 2015. In March 2017, after Ukrainian activists blocked rail trade with the occupied areas, they placed the remaining Ukrainian-registered firms under "temporary administrations," a label close to the one Moscow uses today. The published Donetsk list alone ran to 43 assets, from coal mines and ironworks to the Donbas Arena stadium. Much of the coal and steel business later ended up with firms tied to Serhii Kurchenko, a fugitive oligarch from Yanukovych's era.

French President Emmanuel Macron said French services received no CIA warning about a possible Russian drone attack from Mediterranean merchant ships, pushing back on an El Mundo report that US intelligence had alerted France, Italy, and Spain, RTL reported.

Macron’s denial comes amid drone attacks and sabotage cases that European governments have linked to Russia. France is preparing stronger defenses against that wider threat, even as Macron says its services received no specific CIA warning. Italy’s defense minister has also cautioned against fueling alarm over an unconfirmed report.

Asked about the report during a televised interview on 24 September, Macron said: “The CIA did not inform French services of such an attack.” He said Russia was multiplying hostile and sometimes criminal acts against European countries. Covert acts such as sabotage and cyberattacks are often described as hybrid warfare. Asked whether France itself could be attacked, Macron answered yes.

Italian Defense Minister Guido Crosetto separately wrote on X that El Mundo’s alert “finds no confirmation.” He said it served no one to add “more fuel to the fire” at an already tense time.

The Spanish newspaper reported that the possible operation would use Gerbera drones, small Russian aircraft capable of carrying several kilograms of explosives. The drones would be hidden in shipping containers aboard merchant ships and launched toward targets along Europe’s southern coast. El Mundo cited a source close to Lithuania’s Defense Ministry, and analysts familiar with a CIA report said to have circulated among European foreign ministries. Euromaidan Press covered the account on 24 September. Bythe time of publication, neither Spain’s government nor the CIA had publicly addressed it.

Macron pointed to the failed attack at Leipzig/Halle Airport in eastern Germany in August. A drone carrying explosives was found near a Ukrainian cargo aircraft. German officials attributed the attempt to Russia. Macron said France had not experienced a comparable incident.

The wider hybrid warfare threat

Beyond the disputed Mediterranean alert, authorities have investigated other incidents throughout Europe as possible Russian sabotage.

Germany followed its accusation over Leipzig with diplomatic measures against Moscow. Berlin ordered Russia’s last consulate in Germany closed and ended an agreement permitting a Russian cultural center. German investigators also identified two suspects, including a Russian man they linked to military intelligence. Moscow denied involvement.

Poland’s justice and interior ministers said Russian intelligence ordered the May 2024 arson of Warsaw’s Marywilska 44 shopping center.

Finnish President Alexander Stubb said Russia would continue such attacks to frighten Ukraine’s allies into reducing support. He urged vigilance without overreacting, saying Finnish intelligence saw no imminent military threat.

France delivered additional MICA air-to-air missiles and 30mm cannon ammunition for Ukraine's Mirage 2000 fighter jets, Militarnyi reported, citing France's Armed Forces Ministry.

Delivering an aircraft is one step, keeping it armed is another. France's weapons resupply reflects a shift from one-off hardware transfers to sustained combat support as Russia's aerial campaign against Ukrainian cities grinds on.

What MICA does

The MICA, developed by MBDA, comes in two versions: radar-guided (MICA RF) and infrared (MICA IR). It weighs about 112 kg, flies at Mach 4.9—nearly five times the speed of sound—and can engage targets 60 to 80 km away.

Ukraine's Mirages have also carried older Magic 2 missiles limited to roughly 20 km. MICAs were reportedly included with the original donation, but the supply may have been limited, which would explain why the Magic 2s stayed in use. MICA triples to quadruples that engagement window, letting pilots intercept cruise missiles far earlier in their flight path. The fresh delivery keeps Ukraine's small fleet supplied with the missiles that make these longer-range interceptions possible.

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The 30mm ammunition feeds the Mirage's two built-in DEFA 554 cannons, which fire at a selectable rate of 1,200 or 1,800 rounds per minute. A pilot who uses the gun on a Shahed drone saves a MICA for a target that actually needs one.

Ukraine's F-16 operations follow a similar logic: pilots use their 20mm Vulcan cannons alongside AIM-9 and AIM-120 missiles, though Zelenskyy called the missile option expensive—used when nothing else can reach a jet drone, because "a human life is more important."

A Ukrainian Mirage 2000 shot down a Russian Kh-101 cruise missile during its very first combat mission, on 7 March 2025. France has delivered about a dozen modified Mirage 2000-5F jets since February 2025, and the fleet is still growing.

US intelligence has warned Spain, France, and Italy that Russia may be preparing to launch drones at one of them from merchant ships in the Mediterranean, El Mundo reported on 23 September, citing sources familiar with the alert. Neither the CIA nor the three governments have confirmed it.

Russia has intensified a campaign of sabotage, airspace incursions, and other provocations against European states supporting Ukraine while keeping its actions below the threshold of open conflict with NATO. A maritime drone attack would extend that campaign into southern Europe, turning the Mediterranean into a launch zone for deniable strikes on civilian or military infrastructure.

El Mundo based its account on a source close to Lithuania's Defense Ministry and analysts familiar with a CIA report circulated among European foreign ministries. The reported plan would hide small Russian Gerbera drones inside shipping containers aboard merchant ships and launch them from the Mediterranean.

According to El Mundo, a Gerbera drone can travel up to 600 kilometers depending on payload and wind, potentially putting targets along NATO's southern coast within reach of a ship offshore.

The Gerbera drone's reported 4–5 kilogram explosive payload would be unlikely to destroy a large facility, the newspaper said, but could start a fire, damage exposed equipment, or temporarily close an airport or port.

All three countries hold elections in 2027 and have political forces capable of exploiting fear and fatigue with Ukraine, with connections to Kremlin interests especially visible in France and Italy, El Mundo reported. Keir Giles, a British defense analyst, said frontline states are not necessarily the targets—the target will be wherever Europe's weakest point is, naming the UK and Spain as countries that have not invested in air and missile defense adequate to the Russian threat.

El Mundo placed the warning alongside earlier Russian drone incidents on NATO territory. In September 2025, 19 unarmed drones strayed into Polish airspace. German authorities later attributed an explosive-carrying drone incident at Leipzig airport to Russia.

The war has reached Mediterranean shipping

Russia's oil shipments and naval presence, alongside reported Ukrainian operations, have brought the conflict into the region in several ways.

A source cited by Ukrainian media said Ukraine's Security Service struck a Russian shadow-fleet tanker there in December 2025. Such vessels carry Russian oil outside Western sanctions, making the sea a route for Moscow's war revenue and a target for Kyiv.

The French outlet RFI later reported that Ukraine may have established a drone launch site in Libya for strikes on Russian shipping. Kyiv has not confirmed the reported site.

Russia's military position in the region has also shifted. British intelligence assessed in January 2025 that its Mediterranean naval force lacked access to its Syrian base at Tartus after Bashar al-Assad's fall.

[L'article En France, l’interdiction des réseaux sociaux aux moins de 15 ans a été jugée inconstitutionnelle  a d'abord été publié dans InfoBref.]