Ukraine Strikes Stavrolen Plant Supplying Drone Components

November 12, 2025November 13, 2025

Today, the General Staff confirmed that Ukraine strikes Stavrolen plant in the settlement of Budyonnovsk with spectacular results. Our military says that as a result of the attack, numerous explosions were heard at the plant. After them, a serious fire broke out there. The enemy also confirmed the attack but, as always, rambled on about various sorts of “debris” hanging from trees.

In any case, after the strike, the plant stopped. As of now, it remains in a state of heightened sadness and confusion. This story has three positive aspects at once. The first is obvious. Any military targets on enemy territory hit by our military are a positive moment. But the second is more weighty and fundamental because strikes on industrial enterprises working for the enemy’s military-industrial complex are no less important aspect of war.

What Stavrolen Actually Produces

This enterprise is precisely one that’s tightly tied to the supply chain for critically important enemy military products. This follows from data that anyone can find in the public domain, namely:

1. High-density polyethylene (HDPE);
2. Polypropylene;
3. Benzene and derivatives;
4. Vinyl acetate and butylene-butadiene fraction;

All this is used in composite materials for drones and missiles, heat-resistant electronic parts, synthetic rubbers and plastics, adhesive mixtures for UAV assembly, and even explosives.

As can be seen from the above description of the plant’s products, a significant part goes to manufacturing drone bodies and other ammunition. They must have high strength with low weight. In addition, materials the plant produces have low radar reflectivity. Therefore, they’re needed precisely in the course of the current war. Simply put, our military started chopping supply chains for enemy drone production, including Shaheds.

Why This Hits Harder Than Yelabuga

Here’s an important point. We all remember well that the enemy’s assembly production is in Yelabuga. It has already been hit more than once. But the enemy drew conclusions and scattered assembly production across different locations. It’s clear that Yelabuga is the flagship for Shahed production. But even if several large birds fly there and production stops for a long time, this won’t become a catastrophe for the Orcs. Several other assembly “points” will continue their output.

But all of them receive components through one and the same chain. If engines and/or components for them are manufactured in China, then bodies are riveted on site precisely from those same plastics of special recipe that the damaged plant produces. So you don’t have to hit Yelabuga. Destroy several similar plants, and they’ll start having serious problems. Moreover, immediately at all production sites.

Well, from the point of view of linear logic, it’s simpler to destroy a plant that produces something key for manufacturing those same Shaheds than to catch them later in Ukraine’s sky. This is approximately what we just observed.

Lukoil’s Nightmare Intensifies

The third aspect lies in a somewhat different plane. After all, no matter how you twist it, any enterprise cannot be considered separately from its owner. In this case, it’s Lukoil. It seems our military adds a serious “multiplier coefficient” to those sanctions that the States imposed on this company.

Let’s recall, the US Treasury added Lukoil to the sanctions list. They gave its counterparties a month, until November 21, to wind down all contractual relations with it. And by the way, this process is gaining momentum. So, the enemy press writes today:

Lukoil shares continue to fall rapidly on the Moscow exchange for the fourth week in a row against the backdrop of US sanctions and a failed deal to sell the company’s foreign assets.

In addition, the company’s foreign partners rapidly refuse any interaction with it. Earlier, the press already wrote about what troubles fell on Lukoil’s foreign assets. Especially after the US Treasury directly sent pootin’s pocket company Gunvor packing. It declared readiness to buy up all foreign assets of the sanctions empire. As a result, a chain reaction went off in those countries where these assets were located. Now such a message appears on this topic:

Lukoil, which operates in 11 countries of the world — from Western Europe to Latin America, faced almost complete paralysis in foreign markets. In Iraq, it can’t get either money or oil for production at the West Qurna-2 field. In Finland, the Teboil gas station network owned by the company was left without fuel. Lukoil’s trading division — Swiss Litasco — can’t charter tankers and make payments. Indian and Chinese refineries refuse Lukoil’s oil.

Romania’s Energy Minister Bogdan stated:

I’ll say directly: I won’t ask the US to postpone the introduction of sanctions scheduled for November 21. Moreover, I fully support the application of sanctions initiated by the United States at the level of the entire European Union.

Tightening the Noose

So the current strike should also be considered from this point of view. Sanctions, as well as strikes by our military, drive Lukoil to natural collapse like a ball into a pocket. And most importantly, there’s nowhere to run from this. If earlier only refineries went under the knife, now plants like Stavrolen do too.

When Ukraine strikes Stavrolen plant and similar facilities, it doesn’t just destroy buildings — it severs critical supply chains feeding Russia’s drone production. Every link destroyed means fewer Shaheds in Ukraine’s sky. That’s the mathematics of modern warfare.