A fire broke out in the area of a major Russian steel plant in Lipetsk late on 27 October, Kyiv time, as air defenses fired at incoming targets, the Ukrainian monitoring Telegram channel Exilenova+ reported. Ukrainian partisans said the strike may have hit the plant. The region’s governor denied any large industrial fire.

Whether or not it was hit, the plant matters to Ukraine. The Novolipetsk Metallurgical Plant (NLMK) is Russia’s only producer of electrical steel, Ukrainska Pravda reported in April 2025. NLMK’s tax records, obtained by the outlet, showed sales of that steel to Moscow’s Avangard plant, which builds missiles for S-400 air defense systems. Russia also fires those missiles at ground targets in Ukraine.

Pantsir fires, no visible hit

The targets over Lipetsk were jet-powered, Exilenova+ wrote, citing preliminary reports of impacts and a fire toward the city’s airfield. Footage it posted showed a Pantsir air defense system firing, and the channel suggested the system may have failed to cope. It then reported the fire near NLMK, blaming air defense fire or a falling object.

The Crimean Tatar-Ukrainian partisan movement Atesh said its agents in Lipetsk reported an impact, and in a follow-up said they believe it may have hit NLMK.

Contracts and denials

A 2022 investigation by Disclose and its partners tied 18 NLMK contracts, all signed after 2014, to eight Russian defense firms, including an S-300 maker. NLMK confirmed the contracts but said only a “negligible” amount of civilian steel grades went to those firms.

On 28 October, Lipetsk Oblast Governor Igor Artamonov claimed air defenses downed 45 drones over the oblast overnight. He insisted reports of a large industrial fire were untrue, saying drone debris fell in a tree belt and sparked a fire, since contained. Debris also blew out windows in a Lipetsk apartment block, and one person sought medical help but needed no hospitalization, he added. Whether NLMK took any damage remains unconfirmed.

Earlier strikes on weapons suppliers

Earlier, UK-supplied Storm Shadow missiles reportedly struck a battery plant in Yelets, in the same oblast, on 25 October. Two days before that, they reportedly hit an electronics plant in Oryol. OSINT channels described both as suppliers of parts for Russian missiles.

Ukrainian drones damaged a process pipeline, two butyl-rubber units, and a rectification (distillation) unit at Russia’s Tolyattikauchuk petrochemical plant on 24 October, Ukraine’s General Staff said on 26 October. The damage hits the production chain of solid rocket fuel for tactical and ballistic missiles, it added.

The strike was part of a string of Ukrainian hits on Russian plants over four days, most of which the General Staff links to missile production. Ukraine hit an electronics plant in Oryol on 23 October and struck a battery plant in Yelets on 25 October or the following night. The General Staff ties both to missiles: Oryol makes components for missiles Russia fires at Ukrainian cities, and Yelets makes batteries for Iskander-M systems. Then, overnight on 26 October, drones also went after Voronezhsintezkauchuk, another Russian synthetic-rubber plant. For Tolyattikauchuk, this is the third time this year that strikes have reached its butyl-rubber shops.

What Kyiv and Russian officials say

The General Staff first confirmed the strike on 24 October with a report of an explosion and fire near the plant. It said the plant makes synthetic rubbers, monomers, fractions, and high-octane gasoline additives, and that its synthetic rubbers are used in solid rocket fuel.

Meanwhile, Russian officials have not named the plant in their statements. However, Tolyatti Mayor Ilya Sukhikh claimed that industrial facilities were damaged and, citing preliminary data, that no one was killed or injured, Russian outlet Expert reported.

What OSINT channels report

Drones hit at least two production facilities, Ukrainian monitoring channel Exilenova+ said. One is the shop where isobutane is turned into isobutylene, a raw material for synthetic rubbers. The other is outdoor unit No. 2 in shop BK-4, which produces and purifies high-purity isobutylene for butyl rubber.

The damage could delay rubber output and the supply of feedstock for other processes, including solid rocket fuel. Tolyattikauchuk can make about 260,000 metric tons of synthetic rubber a year, OSINT-Varta data show.

Hit again and again

Tolyattikauchuk had come under fire before. Overnight on 4 April, about 10 drones reached the plant by various accounts. Footage showed fires at storage shops D-12 and D-1 and at the BK-2, BK-3, and BK-4 units, though more sites may have been hit, the analysts added. Ukrainian forces struck the plant again on 12 June, the General Staff confirmed.

Then, on 12 September, a strike set fires at the BK-2, BK-3, and BK-4 shops, an OSINT community Absolutely Reliable Source reported. Without those shops running steadily, the line that makes MTBE, a key high-octane gasoline additive, is cut, the channel noted.

Ukraine reportedly struck the Energiya plant in Yelets, Russia’s Lipetsk Oblast, with UK-supplied Storm Shadow cruise missiles on 25 October, according to the OSINT channel Exilenova+.

The plant manufactures batteries and power sources used in Russian weapons systems, including Iskander and Kinzhal missiles, air defense systems, and guided aerial bombs, according to Exilenova+. The reported strike targeted a facility that supplies components for Russia’s military-industrial complex as Moscow continues its war against Ukraine.

According to Exilenova+, Energiya is Russia's only producer of batteries for glide bomb planning and correction modules, as well as a key supplier of specialized power sources for several missile systems.

Storm Shadow missiles reportedly hit plant buildings

Exilenova+ reported multiple missile impacts at the Energiya plant, sharing footage and photos showing explosions, thick smoke, and fires at the facility. The channel later reported that the plant was still burning and that the surrounding area had been cordoned off, with numerous ambulances heading to the site.

Dnipro OSINT reported that at least two missiles struck two buildings at the plant.

The Energiya plant is located in Yelets, approximately 250 km (150 miles) from the Ukrainian border.

Plant produces components for Russian weapons

According to Dnipro OSINT, Energiya specializes in developing and manufacturing chemical power sources. Its products are used in several Russian weapons systems, including Iskander-K and Iskander-M missiles, Kh-47M2 Kinzhal air-launched ballistic missiles, Zircon missiles, and Pantsir air defense systems. The plant also supplies power sources for UMPB D-30SN guided aerial bombs.

Many of these weapons are used in Russian strikes on Ukrainian cities, killing civilians and destroying residential buildings and civilian infrastructure.

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Dnipro OSINT said the plant had been attacked at least four times before the 25 October strike.

The strike comes two days after a reported Ukrainian Storm Shadow missile attack on the Proton electronics plant in Russia’s Oryol on 23 October, which produces electronic components used in Russian weapons systems, including Iskander-M ballistic missiles and Pantsir-S1 air defense systems.