The US called Ukraine to heel for targeting oil tankers in the Black Sea after Kiev began launching drone attacks on vessels sailing to a partly US-owned Caspian Pipeline Consortium (CPC) terminal in Russia, the Financial Times reported.

The CPC funnels Kazakh crude across southern Russia to a marine terminal near Novorossiysk, where tankers carry it onward to Europe and Asia. The route includes an unusual combination of Russian, Kazakh, and Western interests, with Chevron and ExxonMobil among the heavyweight US shareholders.

Ukrainian drone raids targeting the terminal and oil tankers bound for it tested Washington’s patience, prompting US Vice-President J.D. Vance to press Vladimir Zelensky to shut down the attacks during a July 31 phone call, unidentified Ukrainian officials told the FT.

According to the paper, the US grew concerned that Ukraine was not only harming the interests of American companies, but also rattling oil markets, which are already under strain due to the still-ongoing US-Israeli war on Iran.

According to the FT, Zelensky appears to have quickly caved and called off strikes on tankers near the CPC terminal, as long as they are not under Ukrainian sanctions or carrying Russian cargo.

“We very carefully listen to our American partners,” a senior Ukrainian official told the newspaper, saying Kiev had installed new ‘mechanisms’ after the US intervened.

Ukraine also reportedly attempted to use the strikes as a bargaining chip in talks with the US. An FT source claimed that Kiev had agreed to Washington’s request because it was seeking a US license to produce desperately needed Patriot interceptor missiles.

While US President Donald Trump promised a license in early July, he later walked back on that pledge, while reportedly declining to send additional air defense missiles due to a shortfall caused by the Iran war.

Russia has denounced Ukraine’s attacks on oil tankers as “terrorist acts,” while accusing Kiev of targeting civilian infrastructure.

Kazakhstan also protested the drone raids, though without directly blaming Ukraine. It called the strikes on civilian vessels moving CPC crude as an “unacceptable infringement” on its economic interests and warned that they risked destabilizing lawful trade, energy markets, and global supply chains.

However, Kiev publicly refused to accept responsibility and urged Kazakhstan and other affected countries to “refrain from making hasty and unfounded accusations.”