In the crystal clear waters of Southeast Asia, where the Strait of Malacca meets the South China Sea, a war is being fought that does not appear in conventional military reports. There are no trenches, but there are rusty helmets that turn off their GPS signal to disappear from international radars. This is the kingdom of the “ghost fleet”, an ecosystem of lawless ships that, according to the latest researchhas found its safe harbor in Malaysia, doubling its activity in just twelve months. However, the time for impunity appears to be running out: from the use of artificial intelligence to the deployment of naval drones, technology is beginning to illuminate the darkest corners of the ocean.
The black market boom. The situation on the east coast of Malaysia has ceased to be an open secret and has become a global security problem. According to the specialized media Seatrade Maritime“ship-to-ship” (STS) oil transfers have recently doubled, going from just seven weekly operations to peaks of fifteen in just one year. This increase responds to an infrastructure designed to circumvent the sanctions imposed on Russia, Iran and Venezuela, using Malaysian waters as a gigantic clandestine service station before the crude oil continues on its way, mainly to China.
Analyst Charlie Brown, of the organization UANIhas managed to capture a disturbing reality through satellite images and direct photos. In mid-January 2026, some 60 vessels linked to Iranian oil and another 30 with Russian and Venezuelan cargoes were waiting at anchor in Malaysia’s Exclusive Economic Zone. These ships not only operate outside the law, but they do so under deplorable technical conditions. Images distributed by UANI show tankers with false names broadbrushed on their hulls and flags of convenience hidden under tarps to deceive authorities.
The metamorphosis of the threat. What began as a purely economic strategy to keep Moscow’s revenue flowing has mutated into something far more dangerous for European security. As the chronicles of my colleague Miguel Jorge relate in XatakaRussia has converted part of this fleet into covert hybrid warfare platforms. It’s not just about moving barrels; Now these ships incorporate “technicians” who, under a civilian guise, are usually special forces veterans or mercenaries linked to the Wagner group.
These agents wield authority that often exceeds that of the ship’s captain and have been accused of photographing military installations and monitoring underwater cables in EU and NATO waters. An example of this tension was experienced with the oil tanker Boracaywhich after embarking Russian technicians in the Baltic, was intercepted by the French navy off Brittany after suspicious drones were detected flying over critical infrastructure in Copenhagen. The ghost fleet is today, in essence, an extension of the Kremlin’s security apparatus sailing with impunity under the flags of countries like Gabon or Gambia.
A new fragmented energy order.
From the academic level, the Elcano Royal Institute’s analysis highlights that this phenomenon is the symptom of a “deglobalization” of the gas and oil market. In your reportresearcher Gonzalo Escribano explains that international value chains, previously based on efficiency and transparency, are being replaced by “geoeconometrically armored” circuits. Europe finds itself at a crossroads: although it seeks to disassociate itself from Russian energy, the persistence of these black markets complicates strategic autonomy.
This fragmentation has even reached the LNG (Liquefied Natural Gas) market. According to Bloombergsanctioned Russian gas transfers have been documented in Malaysian waters, a technically much more complex operation than crude oil. The ship Pearlmanaged by an opaque company based in a Dubai hotel, is the face of this new network that desperately seeks buyers in Asia for the gas that Europe no longer wants.
The technological response: AI and drones to the rescue. Faced with a fleet that “turns off” the real world by hacking GPS signals (spoofing) and the shutdown of transponders, the response is being purely technological. The middle CNBC highlights thatof the ships loaded with Iranian crude in 2025, 96% made dark transfers and 77% falsified their location. To combat this “blackout”, Ukraine has shown the way with an innovation that has made conventional fleets obsolete: the use of artificial intelligence in naval drones.
The drones Be Baby have multiplied its capabilities thanks to AI, allowing precision attacks from thousands of kilometers away. In a recent operation near the Turkish coast, these drones hit Russian ghost fleet tankers, specifically targeting their rudders and propulsion systems. The objective is not to sink them, which would cause an ecological disaster of catastrophic dimensions, but to render them useless and turn them into an unbearable economic burden for those who operate them. This “precision offensive” is forcing insurers and shipping companies to reconsider the risk of collaborating with Moscow, raising the costs of war for the Kremlin.
The dilemma of safety and the environment. The proliferation of elderly ships, without liability insurance and with dubious maintenance, is an environmental time bomb. Lars Barstad, CEO of the operator Frontline, warned in the Financial Times that organizations such as the International Maritime Organization (IMO) appear to be “sleeping at the wheel”. Barstad notes that it is only a matter of time before a major disaster occurs, as these ships operate outside of any regulatory framework.
Meanwhile, diplomatic pressure increases. The US has begun a campaign of aggressive seizures, such as that of the ship Sailor (before Bella 1), which was boarded by the US Coast Guard in North Atlantic waters after a chase from the Caribbean. This “gunboat diplomacy” of the 21st century, analyzed by the Atlantic Councilposes immense legal challenges: once a steel giant full of crude oil is seized, the maintenance and storage costs are astronomical.
The end of the shadow. The current geopolitical dashboard report shows that Malaysia, Spain or the waters of the Caribbean are just scenes of a larger battle for visibility. The ghost fleet survives in the shadow of legal ambiguity, but the advance of artificial intelligence and constant satellite monitoring are tightening the fence. As the analysis concludes from my partnerthis is not a frontal attack, but rather constant pressure that exploits the gray areas of trade and security. On this board, war is no longer just declared; it is navigated, detected and finally disabled with technology.
Image | freepik
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