Drones sank two merchant ships and set a third on fire in the Black Sea economic zones of NATO members Romania and Bulgaria on 5 and 6 October, killing at least two seafarers, Romanian and Bulgarian authorities reported. Ukraine blamed Russia for the first attack. Neither Bucharest nor Sofia has said who launched the drones.

Russia has spent months striking ships bound to and from Ukrainian ports while denying responsibility or staying silent. Now merchant vessels are sinking inside NATO members' economic zones without either government naming the attacker, so Moscow pays no political price for hitting allied waters.

Grain ship sinks off Romania

The Royad Mammadov, a Turkish-owned ship carrying grain from Ukraine's port of Izmail to Italy, sank on 5 October near Romania's Pescăruș offshore platform, 20 nautical miles from the Romanian coast, Digi24 reported. The Romanian Naval Authority described the incident as a fire on board. Romania's Interior Ministry said 11 crew members were rescued and two people died.

Three injured sailors aged 22 to 50 were taken to the Constanța county hospital, conscious and stable, with multiple injuries. Adrian Mihălcioiu, the leader of Romania's Free Seafarers' Union, said the ship was attacked by Russian sea and aerial drones in waters Romanians consider safe.

"It is a commercial ship, a ship that is not part of the war… people who have nothing to do with the war, it is not their war," he said.

Ukrainian President Volodymyr Zelenskyy blamed the attack on "two Russian drones" and said the ship was in neutral waters carrying corn. Citizens of Azerbaijan and India were on board, and the captain was killed, he said. Romanian authorities have not attributed the sinking to Russia.

Two more ships hit in Bulgaria's zone

A day later, drones struck two merchant ships in Bulgaria's exclusive economic zone east of the town of Byala, the first known attack on ships there, Maritime.bg reported. The Togo-flagged Alfa Watan, sailing from Al-Arish, Egypt, to Sulina, Romania, suffered critical hull damage and sank, Militarnyi said. The Bulgarian ferry Dioscuria found only an overturned lifeboat and life jackets at the scene, and the search for the crew continues, Euronews reported.

The Palau-flagged Able, sailing from Galați, Romania, to Istanbul, caught fire, and the Dioscuria rescued its 18 crew members. Both ships are Turkish-owned, Türkiye Today reported. Two sailors with severe injuries were flown to a hospital in Varna, Prime Minister Rumen Radev said, according to AP. Sea and aerial drones hit the ships at about 3 a.m., he said, calling the attack "a blatant violation of international law and maritime law."

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Radev called an emergency meeting of four ministries, the presidency, and the security services. No one from the Alfa Watan has been found, he said, warning that if the war is not ended in time, it "will continue to expand its spatial scope." The origin of the drones is still being clarified, Maritime.bg said. Several Bulgarian media outlets cited sources as saying the drones were Russian, Sofia Globe reported.

Russia's war on Black Sea shipping

Russia had already killed the captain of a Tanzanian-flagged ship in September, and days later it struck another civilian vessel, killing its captain too. Ukraine says that route carries 90% of its farm exports.

Romania has destroyed a sea drone near its Neptun Deep gas project and found Russian drones floating in its economic zone. In September, ISW linked drone crashes in Romania and Moldova to a wider Russian pattern of pressure on NATO.

EU foreign policy chief Kaja Kallas called for a moratorium on Black Sea attacks. Turkish President Recep Tayyip Erdoğan said Ankara was stepping up diplomacy to restore grain exports. Türkiye and the UN are organizing new Black Sea truce talks between Russia and Ukraine, Bloomberg reported, citing a diplomat. Russia earlier dismissed Kyiv's offer of a Black Sea ceasefire.

Russian missile strikes shut down or damaged four of Ukraine's largest steel plants in August and September, halving steel output and prompting the operator of the country's largest plant to call on the government to pass a dedicated rescue plan, RBC-Ukraine reported.

Russia's full-scale war has already cost Ukraine the Azovstal plant in Mariupol, one of its largest steel mills, and more than two years of disrupted production across the sector. The latest strikes hit plants that produce the bulk of remaining capacity, concentrated in a single month, in what the industry describes as a deep crisis for a sector that supplies 6% of the country's GDP.

Steel output halved as missiles hit plants producing 70% of Ukraine's steel

The 11 August strike on Zaporizhstal killed seven workers and injured 21 as they headed for a shelter, Metinvest said; a second ballistic strike on the plant followed on 27 August. Two died and 13 were injured at ArcelorMittal Kryvyi Rih, and five were killed at Kametstal. Russia also hit the Dnipro Metallurgical Plant. On 12 September, Russia struck both Zaporizhstal and ArcelorMittal Kryvyi Rih again with ballistic missiles.

Zaporizhstal and Kametstal, both part of the Metinvest group, stopped entirely. ArcelorMittal Kryvyi Rih—Ukraine's largest steel plant—partially shut down. Zaporizhstal and ArcelorMittal alone produce more than 70% of Ukraine's steel.

August steel production fell to 277,000 tons, down 57.3% year on year and 39.4% from July, according to Ukrmetalurhprom data cited by GMK Center. Rolled-metal output dropped to 270,000 tons.

Strikes, a port blockade, and rising costs hit at once

The strikes came on top of a Black Sea port blockade that has shut down maritime exports of iron ore and steel since late July. A 30% increase in rail tariffs took effect on 1 August. Alternative routes—rail through western border crossings, Danube ports, and roads—can carry at most 50% of what the Black Sea ports handled, GMK Center analyst Andrii Hlushchenko said. Steelmakers also have to compete with farmers for that limited rail capacity.

Rail exports of iron ore and metals dropped 2.5 times in the first 15 days of September compared with the same period last year, Ukrzaliznytsia said. Shipping iron-ore pellets through European ports costs $50–60 per ton, making many deliveries unprofitable.

The steel sector generated 6% of Ukraine's GDP last year, brought in 13% of all foreign-currency earnings, and paid UAH 27 billion (about $606 million) into budgets between January and July. Deputy chair of the parliamentary economic committee Dmytro Kysylevskyi called the situation "a perfect storm."

Meanwhile, Türkiye re-rolls Russian slabs and sells the resulting steel on Ukraine's domestic market. China uses cheap Russian energy to undercut Ukrainian prices.

"We are effectively importing Russian metal in the form of finished products," Ukrmetalurhprom President Oleksandr Kalenkov said.

ArcelorMittal calls for a Cabinet rescue resolution

ArcelorMittal Kryvyi Rih CEO Mauro Longobardo said the government should pass a dedicated Cabinet resolution assigning specific tasks and deadlines to multiple agencies at once.

"No single agency can solve the full set of problems. Without a single document with assigned responsibilities and deadlines, each issue is dealt with in isolation and stalls," ArcelorMittal Kryvyi Rih representatives said.

The resolution should cover EU negotiations on deferring the carbon border tax (CBAM) until at least the end of martial law plus one year, restoring steel quotas to last year's level, stabilizing rail tariffs, securing long-term electricity contracts for industry, and launching anti-dumping investigations against Turkish and Chinese imports, Longobardo said.

Ukraine's Economy and Environment Ministry said it is in talks with the European Commission on easing CBAM and expanding quotas. A Cabinet source told the outlet that Black Sea trade negotiations with Russia are possible in October, after the Duma elections that ended on 20 September.