Russia's shadow fleet still transports two-thirds of Russia's oil exports.

Omissions

• The most recent data located (CREA, July 2025 monthly analysis) shows the majority of Russian seaborne oil exports (55%) were transported on G7+ tankers, so the shadow fleet share was at most ~45%, clearly below two-thirds.
• The 'two-thirds' figure appears to stem from older 2024 estimates focused on crude oil only; applying it to total oil exports at the time of the speech overstates the shadow fleet's current role.
• KSE's Russian Oil Tracker (February 2025) puts the shadow fleet share of Russian oil product exports at 37%, also well below two-thirds.
• No data for 2026 could be retrieved in the available searches; the verdict rests on the most recent pre-session data (mid-2025).
• Sources found are research organisations (CREA, KSE) rather than official statistics bodies; only snippet-level data was retrievable.

Sources

• SecondaryCentre for Research on Energy and Clean Air (CREA) — July 2025 Monthly analysis of Russian fossil fuel exports and sanctionsIn July 2025, Russia exported 25.3 mn tonnes of oil by sea. Over half (55%) of these oil exports were transported on G7+ tankers, a 2% [increase].
• SecondaryKyiv School of Economics (KSE) — Russian Oil Tracker February 2025Meanwhile, 37% of Russian oil product exports relied on the shadow fleet, with Turkish companies responsible for 13% of shipments.