LDS Newsletter October 2025

Leth >> News >> LDS Newsletter October 2025

16.10.2025


NEWSLETTER www.lethagencies.com Oct 2025Issue 001 If you have questions about the statistics in this article or require further information, please reach out to our team at: [email protected] Welcome to this months update from Leth Danish Straits ! As the maritime industry navigates new challenges, we’re here to keep you informed on the latest developments and updates. Featured This Month: Skagen Port Service Skaw passings UpdateBALTIC REGION SECURITY UPDATE Skaw Passings Update : September 15 - October 15 Source: Lloyds AIS, Observed Data Skaw passings Per Week Total Northbound Southbound Crude Tanker Product Tanker Dry BulkContainerGen Cargo/ MPP Monthly Average 2025 2647 1324 1323 294 167 541 1226 418 Sep 15 - Oct 15 2420 1190 1230 291 134 504 1148 343 BALTIC REGION SECURITY UPDATE Update from our analyst at Guardian At Guardian, our Risk Advisory team closely monitors the Baltic risk landscape to provide our clients with valuable insights and operational recommendations. Following the Russian 2022 invasion of Ukraine, the hybrid confrontation between Russian actors and NATO states in the Baltic region has appreciably increased. EU officials openly talk about hybrid warfare, as incidents attributed to Russia span multiple domains. On 10 September, around twenty drones violated Polish airspace, resulting in NATO jets downing four. On September 19, three MiG-31s entered Estonian airspace, prompting NATO to scramble jets to escort the Russian aircraft out. Between 22 and 28 September, several UAVs were spotted above Danish and Norwegian airports and military facilities. While these were not downed nor definitively attributed to Russia, they were deemed to be flown by "capable actors", according to the Danish Police. While it is unknown where they departed from, evidence suggests that they might have departed from ships part of the Russian shadow fleet. This unofficial fleet of an estimated 300 vessels is composed of ageing ships that Russia uses to traffic commodities, mostly oil, effectively circumventing sanctions. These ships have also been linked to acts of sabotage and espionage in recent years. Shadow ships are often uninsured, operate beyond their lifespan, rely on AIS spoofing and engage in STS cargo transfer, increasing the likelihood of safety and environmental incidents. NATO responded with Eastern Sentry, marking an increase in its deterrence and defence capabilities on the Eastern front, which adds to Baltic Sentry, a similar response launched in January but focused on the maritime domain. The EU instead proposed a drone wall solution, featuring drone tracking and jamming capabilities. Russia treads on strategic ambiguity, taking advantage of the Western caution to escalate. Maintaining situational awareness, ensuring resilience of navigation systems and communication, and coordinating with local authorities, on top of appropriate due diligence and tailored risk assessment, are critical for effectively mitigating potential disruptions. YOUR PREFERRED AGENT IN MARITIME HOTSPOTS MaltaPanama SpainGibraltarDenmarkEgyptSingaporeTurkey LETH NEWSLETTER Oct 2025 If you have questions about the statistics in this article or require further information, please reach out to our team at: [email protected] Skagen Port Service Update Warehouse located in Skagen: Through our collaboration with Skagen Port Service, we are now able to provide our clients at Skagen with reliable and flexible warehouse solutions. Deliveries arrive directly from suppliers to the warehouse, ensuring efficient handling of ship spares, spare parts, and provisions. We coordinate arrival registration, truck loading, and day-rate storage to keep everything organized and running smoothly. For urgent needs, support is available during normal and after-hours to avoid unnecessary delays. Services we offer with SPS: •24/7-365 service •Customs handling •650 m2 bonded warehouse •+1000 m2 warehouse total •Mooring service •Fresh water delivery in port •Man power •Forklift •Hull cleaning on request Long term storage: We are offering long term storage of items in the warehouse, enabling suppliers, vendors, procurement teams and others, to store spares, lube oil, bunker sample kits, and any other items in bulk for long durations. Enabling our customers to save on the constant need for transport from external warehouses to Skagen. With the ability to store long term it is now possible to save money on transport and plan ahead for large volumes of deliveries to fleets.
NEWSLETTER www.lethagencies.com Oct 2025Issue 001 If you have questions about the statistics in this article or require further information, please reach out to our team at: [email protected] Welcome to this months update from Leth Danish Straits ! As the maritime industry navigates new challenges, we’re here to keep you informed on the latest developments and updates. Featured This Month: Skagen Port Service Skaw passings UpdateBALTIC REGION SECURITY UPDATE Skaw Passings Update : September 15 - October 15 Source: Lloyds AIS, Observed Data Skaw passings Per Week Total Northbound Southbound Crude Tanker Product Tanker Dry BulkContainerGen Cargo/ MPP Monthly Average 2025 2647 1324 1323 294 167 541 1226 418 Sep 15 - Oct 15 2420 1190 1230 291 134 504 1148 343 BALTIC REGION SECURITY UPDATE Update from our analyst at Guardian At Guardian, our Risk Advisory team closely monitors the Baltic risk landscape to provide our clients with valuable insights and operational recommendations. Following the Russian 2022 invasion of Ukraine, the hybrid confrontation between Russian actors and NATO states in the Baltic region has appreciably increased. EU officials openly talk about hybrid warfare, as incidents attributed to Russia span multiple domains. On 10 September, around twenty drones violated Polish airspace, resulting in NATO jets downing four. On September 19, three MiG-31s entered Estonian airspace, prompting NATO to scramble jets to escort the Russian aircraft out. Between 22 and 28 September, several UAVs were spotted above Danish and Norwegian airports and military facilities. While these were not downed nor definitively attributed to Russia, they were deemed to be flown by "capable actors", according to the Danish Police. While it is unknown where they departed from, evidence suggests that they might have departed from ships part of the Russian shadow fleet. This unofficial fleet of an estimated 300 vessels is composed of ageing ships that Russia uses to traffic commodities, mostly oil, effectively circumventing sanctions. These ships have also been linked to acts of sabotage and espionage in recent years. Shadow ships are often uninsured, operate beyond their lifespan, rely on AIS spoofing and engage in STS cargo transfer, increasing the likelihood of safety and environmental incidents. NATO responded with Eastern Sentry, marking an increase in its deterrence and defence capabilities on the Eastern front, which adds to Baltic Sentry, a similar response launched in January but focused on the maritime domain. The EU instead proposed a drone wall solution, featuring drone tracking and jamming capabilities. Russia treads on strategic ambiguity, taking advantage of the Western caution to escalate. Maintaining situational awareness, ensuring resilience of navigation systems and communication, and coordinating with local authorities, on top of appropriate due diligence and tailored risk assessment, are critical for effectively mitigating potential disruptions. YOUR PREFERRED AGENT IN MARITIME HOTSPOTS MaltaPanama SpainGibraltarDenmarkEgyptSingaporeTurkey LETH NEWSLETTER Oct 2025 If you have questions about the statistics in this article or require further information, please reach out to our team at: [email protected] Skagen Port Service Update Warehouse located in Skagen: Through our collaboration with Skagen Port Service, we are now able to provide our clients at Skagen with reliable and flexible warehouse solutions. Deliveries arrive directly from suppliers to the warehouse, ensuring efficient handling of ship spares, spare parts, and provisions. We coordinate arrival registration, truck loading, and day-rate storage to keep everything organized and running smoothly. For urgent needs, support is available during normal and after-hours to avoid unnecessary delays. Services we offer with SPS: •24/7-365 service •Customs handling •650 m2 bonded warehouse •+1000 m2 warehouse total •Mooring service •Fresh water delivery in port •Man power •Forklift •Hull cleaning on request Long term storage: We are offering long term storage of items in the warehouse, enabling suppliers, vendors, procurement teams and others, to store spares, lube oil, bunker sample kits, and any other items in bulk for long durations. Enabling our customers to save on the constant need for transport from external warehouses to Skagen. With the ability to store long term it is now possible to save money on transport and plan ahead for large volumes of deliveries to fleets.