Federal Threats and U.S. Actions Against Venezuela's Oil Trade
Dec, 12 2025
In a separate development, the U.S. government has announced plans to intensify its targeting of oil tankers associated with Venezuela, following the seizure of a sanctioned vessel off its coast. This operation is part of a broader initiative aimed at dismantling the so-called shadow fleet, which allows countries like Venezuela, Russia, and Iran to participate in the global oil market despite sanctions. The shadow fleet consists of vessels often registered under flags of convenience and lacking standard insurance, frequently altering their names and navigation data to avoid detection.
The recently seized vessel, previously known as the Adisa and flagged under Panama, was operating under the name Skipper and the flag of Guyana at the time of its capture. It had been sanctioned by the Biden administration in 2022 for transporting oil from Venezuela to Cuba, which has been heavily reliant on Venezuelan oil amid its own energy crises exacerbated by sanctions and infrastructure issues.
The shadow fleet has gained prominence since Russia's invasion of Ukraine in 2022, leading to international sanctions aimed at limiting the Kremlin's energy revenue. Analysts estimate that shadow vessels now make up about 20 percent of the global oil fleet, creating a parallel energy market that poses economic challenges for sanctioned nations and raises environmental concerns due to the risk of oil spills from poorly maintained ships.
Additionally, Ukrainian forces have recently targeted shadow fleet tankers carrying Russian oil, indicating a shift in military strategy that could provoke retaliation from Russia. The U.S. seizure of the Skipper and Ukrainian strikes on Russian vessels highlight the complexities of the shadow economy that has developed in response to increasing sanctions, suggesting that more aggressive measures may be necessary to address these ongoing challenges.