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.

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.

Ukrainian missiles reportedly struck a factory in the city of Oryol on 23 October, with OSINT projects reporting that the target was the Proton electronics plant, which produces components used in Russian weapons systems.

The strike comes amid Ukraine’s broader campaign to target Russian military production facilities and other infrastructure supporting Moscow’s war against Ukraine. Ukrainian strikes on such facilities aim to weaken Russia’s ability to manufacture and maintain the weapons it uses in its invasion.

The plant reportedly supplies electronic components for Iskander-M ballistic missiles, which Russia regularly uses to attack Ukrainian cities, as well as other weapons systems, including the Pantsir-S1 air defense system. 

The strike could disrupt production supporting Russia’s war effort. Photos show extensive damage to the building. Information about casualties remains unclear. 

Plant reportedly produces components for Russian weapons

Proton JSC manufactures semiconductor devices, LEDs, and electronic components for industrial and specialized equipment. According to Exilenova+, the plant’s products are used in the production of Iskander-M ballistic missiles, S-71 Kover missiles, and the Pantsir-S1 air defense system.

Exilenova+ reported that the plant was struck by Storm Shadow cruise missiles. The weapon type has not been independently confirmed, and the extent of damage to the facility remains unknown.

Russian authorities confirm strike on factory

Oryol Oblast Governor Andrey Klychkov announced a missile threat in the region before reporting that missiles had struck a factory in Oryol’s Sovetsky District, according to Liga.net.

Residents reported explosions, a fire in one part of the city, and columns of smoke rising over Oryol, according to local reports cited by OSINT projects Exilenova+, Supernova, and Astra.