Oil shipped from South Korea to Russia via sanctioned tankers, analysis finds

Over 176,000 tonnes of diesel and fuel carried to Russian far east in July and August, undermining Seoul's public support for Ukraine, say experts

By LineZotpaper
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Analysis of port records and ship-tracking data has found that over 176,000 tonnes of fuel, mostly diesel, was loaded at South Korean ports onto seven tankers and shipped to Russia’s far east in July and August. Three of the vessels were under sanctions by the UK and EU, raising questions about whether Seoul is becoming a weak link in Western efforts to pressure Moscow over the war in Ukraine.

The Guardian’s analysis found that the fuel was carried on 14 voyages to Russia’s far east. One sanctioned tanker, the Layla, made two voyages from the port of Ulsan to Vladivostok carrying a total of 57,000 tonnes of diesel. On its second trip the tanker told South Korean authorities it was bound for Niigata in Japan.

At least one cargo was transferred via a ship-to-ship transfer in South Korean waters, a method that can obscure the origin of the fuel and allow vessels to avoid calling at port terminals.

“It is shocking that EU-sanctioned tankers loaded fuel at South Korean ports and carried it to Russia,” said Isaac Levi, an analyst at the Centre for Research on Energy and Clean Air (CREA), a Finnish thinktank. “This undermines the sanctions regime and South Korea’s support for Ukraine.”

Seoul has sent Ukraine humanitarian aid and non-lethal military supplies such as helmets, body armour and demining vehicles, and pledged $2.3bn in support, most of it in loans. However, it has ruled out sending direct weapons to Ukraine, in line with its practice of not supplying lethal arms to countries at war. South Korea has also sought to improve ties with Russia throughout the conflict.

The fuel trade does not appear to breach South Korean law. The country’s own measures against Russia rely mainly on export controls on goods such as industrial machinery, electronics and vehicles. But the shipments risk making Seoul appear inconsistent in its public backing for Kyiv, especially as relations between the two countries have come under strain recently over the transfer of two North Korean prisoners of war to South Korea.

It is unclear who owned or sold the fuel, as South Korean port records do not show that information. The analysis also noted that three of the seven tankers were sanctioned by the UK and EU, highlighting gaps between the sanctions regimes of different countries and enforcement at the port level.

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Analysis

Why This Matters

  • The shipments undermine the effectiveness of Western sanctions designed to cut off revenue and supplies to Russia’s war effort.
  • South Korea risks damaging its relationship with Ukraine and its standing among allies who expect full cooperation on sanctions.
  • The use of sanctioned tankers and ship-to-ship transfers reveals loopholes in enforcement that could be exploited further.

Background

Since Russia’s full-scale invasion of Ukraine in 2022, the United States, European Union, United Kingdom and other allies have imposed broad sanctions on Russian energy exports and the vessels that transport them. South Korea has supported Ukraine with humanitarian aid and non-lethal military supplies but has stopped short of providing lethal weapons, citing its domestic policy. At the same time, Seoul has sought to preserve diplomatic and trade ties with Moscow. The Guardian’s analysis shows that this balancing act may be creating an opening for sanctions evasion.

Key Perspectives

South Korean government: Likely to argue that the shipments comply with domestic law, as its own sanctions focus on export controls for industrial goods rather than fuel. Seoul may face pressure from Western allies to close any legal gaps. Western allies (US, UK, EU): Will likely view the movement of fuel on sanctioned vessels as a violation of the spirit of the sanctions regime and may press South Korea to investigate or tighten its port controls. Critics and analysts (CREA): Argue that the trade directly undermines South Korea’s stated support for Ukraine and signals a weak link in the sanctions coalition that Russia can exploit.

What to Watch

  • Whether South Korean authorities launch an investigation into the shipments or introduce new measures to prevent a repeat.
  • Further tracking of tankers leaving South Korean ports for Russia, particularly vessels with known sanctions designations.
  • Diplomatic reactions from Ukraine and from key allies, including any statements from the US or EU calling for greater enforcement.

Sources

Zotpaper

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