China’s updated drone export rules will cover the engines in Russia’s Geran attack drones, Russia’s version of Iran’s Shahed, Ukraine’s sanctions commissioner Vladyslav Vlasiuk said on 27 October. He cited a clarification from China’s Commerce Ministry, Ukrainska Pravda’s defense desk Oboronka reported. The license requirement takes effect on 18 November.

Licensing itself isn’t new. China has required permits for some drone engines since September 2023. Even so, Chinese engines kept reaching Russian drone plants, some shipped as refrigeration units, Reuters reported. Russia’s jet-powered Gerans rely fully on Chinese turbojets, HUR deputy chief Vadym Skibitskyi has said. So the update’s value lies in enforcement, not in the list.

Three agencies, one list

Beijing issued the update in a joint announcement by the Commerce Ministry, the General Administration of Customs, and the Central Military Commission’s Equipment Development Department. Announcement No. 49 bars exports of listed drone items without a license, including specially designed autopilots and certain drone engines. China will approve applications that comply with the rules, a Commerce Ministry spokesperson added.

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Vlasiuk said the core of Russia’s long-range strike drones has formally come under control. He named engines for Gerans, turbojets for their jet versions, autopilots, and jam-resistant navigation. The announcement lists anti-jam navigation as a technology, not as hardware. He called the step an opening for Ukraine because Beijing now formally takes responsibility for these categories. Kyiv will press for the rules to be applied to known suppliers of Russia’s arms industry and, with partners, track licenses, transit routes, and re-exports, he said.

Permits, refusals, and FPV parts

Licensing does not mean a ban, Vlasiuk stressed. Exporters China deems reliable can get general permits for up to three years, while the rules leave broad grounds for refusal. The new thresholds do not cover motors and speed controllers for FPV drones, batteries, cameras, or optical fiber, he added.

The rules do cover brushless motors that meet all of these: at least 48 volts, at least 3 kW, a power density of at least 3 kW per kilogram, and no more than 3,000 rpm. Their speed controllers are covered too, Militarnyi reported. Russia could still obtain parts with Beijing’s approval, the outlet noted. Ukraine, without such close ties, could face delays, inspections, and higher costs.

Ukraine’s air defenses have been intercepting nearly 60% of Russian Geran-4 jet-powered attack drones over the past three months, with the interception rate reaching 80% during some attacks, Ukraine’s General Staff said.

Russia has increasingly used jet-powered drones in its attacks on Ukraine, adding a faster-moving threat to the Shahed-type drones Moscow deploys against Ukrainian cities and infrastructure. Ukraine is working to improve interception rates while reducing the cost of countering these aerial threats amid shortages of surface-to-air missiles.

The General Staff’s update did not mention interception rates for Russia’s more advanced Geran-5 jet-powered drone.

F-16s, Mirage jets help intercept Russian drones

According to the General Staff, tactical aviation plays a significant role in destroying Russian jet-powered drones. Ukraine uses F-16s, French Mirage aircraft, and MiG-29 fighters to intercept them.

The military is also strengthening what it calls “short-range air defense” as Ukraine faces a shortage of guided anti-aircraft missiles. These systems include Gepard and Shilka anti-aircraft guns, newer Skynex, Skyranger, and Terrahawk Paladin systems, interceptor drones, and mobile fire groups deployed by different branches of Ukraine’s Defense Forces.

Mobile fire groups are equipped not only with machine guns and supporting equipment but also with man-portable air-defense systems (MANPADS). Ukrainian troops have been successfully using these missiles to shoot down Russian jet-powered drones, the General Staff said.

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Ukraine tests cheaper drone interceptors

Ukraine is also seeking to lower the cost of countering Russian aerial attacks by testing new interceptor drones.

According to the General Staff, some models have already downed dozens of Russian Geran jet-powered drones. The military did not provide further details about the interceptor models or the number of drones destroyed.

The rising interception rate reflects Ukraine’s efforts to adapt its air defenses to Russia’s evolving drone campaign while preserving scarce and expensive air-defense missiles for threats that require them.

Undercover reporters ordered 500 drone mesh modems from a Chinese firm, which billed them to Russia’s Alabuga drone plant, investigation by The Insider found. The outlet estimates the firm makes about half the high-power mesh modems that let Russia steer its drones deep into Ukraine. The firm’s director also named US company AMD as the source of a key chip, and AMD says it has not sold to the firm.

Geran drones and Banderol drone-missiles have become Russia’s main weapons against Ukraine’s energy grid. Russia began this winter’s strike campaign against that grid in late September, ISW assessed. Ukrainians’ survival this winter depends largely on how fast the West halts mesh modem sales to Russia, the outlet argued.

What a mesh modem does

A mesh modem links drones into one radio network. Each unit relays data for the others, so if one drone is shot down, traffic reroutes through the rest. Information keeps flowing even if nearly 80% of the drones are downed, Ukrainian defense adviser Serhii “Flash” Beskrestnov said in November 2025.

Range is the other half of the threat. One XK F-359 holds a line-of-sight link over 100–300 km, The Insider says. In theory, a couple of relay drones could keep a whole attack on Kyiv connected. Operators can then send new commands in flight and steer around air defenses. Russia’s Gerbera drones, first built as cheap decoys, increasingly carry these modems.

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A modem from an upgraded Gerbera

To trace the part, The Insider’s correspondent in Ukraine examined an unmarked mesh modem from an upgraded Gerbera with a vertical tail fin, a version that appeared this summer. The outlet identified it as Xingkai’s XK F-359, the part Ukrainian intelligence and earlier reporting, Euromaidan Press included, had logged as the XK-F358. The Insider calls that label a misidentification.

Next, The Insider and the Nordsint investigative project contacted Xingkai on WeChat, posing as a Russian military supplier based in Alabuga. A company employee who introduced himself as “Jack Jiang” confirmed the firm is the model’s sole maker. The Insider identified him as Jiang Qin, Xingkai’s director and owner.

500 modems, three banks

The reporters then ordered 500 units for delivery to Alabuga, home to the plant that makes most of Russia’s long-range drones. Jiang invoiced 19.5 million yuan, which The Insider put at about $2.87 million. He offered two ways to pay: dollars to Xingkai’s DBS Bank account in Hong Kong, or yuan to his personal Ping An Bank account.

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In the chat, the reporters said outright that the end user was a military production facility. Jiang raised no objection, The Insider reported.

Later, after the reporters asked to update the address, Xingkai sent a revised invoice with “Alabuga” spelled in Latin letters. This time, it routed payment to a China Merchants Bank account in the name of a former Xingkai manager. She left a management post at the company in 2025, according to Tesari corporate records cited by The Insider. None of the three banks answered The Insider’s requests for comment.

Jiang also claimed the modem’s programmable chip is made by AMD. Asked for an AMD license, he refused, saying Xingkai buys the chips through a middleman. AMD told The Insider that Xingkai “is not an AMD customer or authorized partner,” and said it had sold the company nothing. AMD added that it bars exports of its products to Russia that violate US export controls and sanctions.

As of October, Russia has up to 700 ballistic and several thousand cruise missiles in reserve, and its 2026 state order for Geran-type drones and decoys such as the Gerbera exceeded 100,000 units, Ukraine’s military intelligence (HUR) told NV in figures the outlet published on 20 October. The missile stocks are roughly the same as HUR reported to NV in July, the outlet found.

Ukraine enters the heating season facing what it says is a Russian plan to hit 60 infrastructure sites this winter. HUR’s figures suggest Russia has the weapons for it, even after its fall mass strikes. In June, HUR said Russia could fire up to 100 ballistic missiles a month while keeping its stocks steady. Its drone output, meanwhile, is shifting to jets that are harder to shoot down.

Russia produces 110 ballistic missiles a month

Russia can make more than 200 missiles a month, 110 of them ballistic, HUR said. About 115 of its ballistic missiles are Iskander-Ms, with production of up to 65 a month. A modernized Iskander with a projected range of 550 to 700 km is in development.

At the same time, Russia holds up to 400 S-300PM and S-400 air defense missiles adapted to strike ground targets, and makes about 40 a month. Meanwhile, Kinzhal production has been temporarily paused over poor accuracy, and the capacity has gone to conventional ballistic missiles.

Most new Kalibrs go into reserve

Russia plans to make more than 80 Kh-101 cruise missiles a month and is exceeding that, though defects in releasing them from aircraft have sent some batches back to the factories.

Russia has more than 450 Kalibrs and makes about 29 a month. Because Ukrainian air defense downs them effectively, Russia sends most new ones to its strategic reserve and to equip its fleets, HUR said. It also holds more than 600 Oniks anti-ship missiles, upgraded for ground strikes, and more than 120 Zircons.

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Russia now assembles 4,000 jet drones a month

Russia holds a reserve of about 6,200 Gerans and makes about 10,000 drones a month. Its main production hub is the Alabuga special economic zone in Tatarstan.

Since summer, Russia has shifted toward turbojet drones. “The reason is the saturation of Ukraine’s Air Force with mobile fire groups that shoot down low-speed targets en masse,” HUR said. Russia now assembles about 4,000 jet drones a month, mostly Geran-4s and Geran-5s, which fly at 400 to 500 km/h. It also makes about 2,000 cheaper propeller-driven Geran-2s, which HUR said are used to wear down air defense and locate air defense positions.

Two Romanian F-16s shot down two jet-powered Russian Geran attack drones over Romania’s territorial waters near Sulina on the evening of 17 October, Romania’s Defense Ministry said. The ministry released cockpit images of the mission the next day, as NATO allies prepare to discuss Black Sea security at a special session Romania requested.

This comes as Moscow continues its air attacks on Ukraine, while the US is trying to make deals with Russia over its diesel and lift sanctions. Russia keeps striking Ukraine’s energy system and cities, while its drones and suspected saboteurs keep turning up inside NATO, from tankers hit off Romania to a foiled arson attempt at a Starlink site in Lithuania.

Down within minutes

The F-16s took off from the 86th Air Base at Borcea at 17:43 after radar detected a group of air targets about 120 km east of Zmiinyi (Snake) Island, flying southwest, Ukrainian military outlet Militarnyi reported, citing the ministry. The first drone entered Romanian airspace at 17:59 and was shot down at 18:01 southeast of Sulina. The second entered at 18:01 and was downed at 18:05 east of Sulina.

Both were jet-powered attack drones of the Geran family, the ministry said. The Geran is Russia’s version of the Iranian-designed Shahed. When first detected, the drones were about 65 km from the coast of Russian-occupied Crimea and 140 km from the Ukrainian-held shore, and their southwest course may point to Russian origin, Militarnyi calculated.

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The ministry posted the cockpit images on 18 October, showing a missile launch and a fireball over the sea. “Targets spotted, identified, engaged and neutralized!” it wrote.

Allies to meet on the Black Sea

A special session of the North Atlantic Council, NATO’s top decision-making body, will discuss defense and deterrence in the Black Sea on 20 October at Romania’s request. Romanian President Nicușor Dan has confirmed that the two tankers that caught fire near Sulina last week were hit by drones, and a NATO military source told Reuters they were Russian.

Romanian radar has logged 54 drone intrusions into the country’s air and sea space since Russia’s full-scale invasion, 35 of them this year, and the military has shot down six such targets in 2026, Defense Ministry data show.

Searches in Poland and Lithuania

Within hours, Poland’s Operational Command said it was checking a possible airspace violation by an unknown object overnight into 18 October. Troops, police, and military police searched for a possible crash site south of Lublin after residents reported the loud sound of a flying object around 02:00, Militarnyi reported.

On the morning of 18 October, an unknown drone entered Lithuania’s airspace and triggered air raid alerts, the country’s crisis management center said. NATO jets accompanied it but could not shoot it down because of bad weather, Defense Minister Robertas Kaunas said. Debris preliminarily identified as drone parts was later found in the village of Juodžioniai in Pasvalys district, and the army said the drone may have entered from the direction of Poland.

Romania moved from escorting Russia’s stray drones to firing on them in July, when its F-16s downed three in 72 hours.