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Ukraine's Next Goal: Shut Down Russia's Commercial Airspace

A Wall Street Journal report identifies 'shutting down Russia's commercial airspace' as Ukraine's next diplomatic goal — a step beyond the 2022 closure that bars airlines from 36 states.

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  1. Russia closed its airspace to airlines from 36 states on February 28, 2022, four days after invading Ukraine
  2. Western lessors had approximately 515 aircraft on lease to Russian operators at war's start, with insured values around $10 billion
  3. Boeing and Airbus have not delivered a new airliner to a Russian operator since March 2022
  4. Western carriers lost the Siberian overflight, adding 1-3 hours to Europe-Northeast Asia city pairs
  5. Aeroflot, S7, Ural and Nordwind still serve routes to China, India, the UAE, Turkey, Egypt and a long list of African destinations

A Wall Street Journal report identifies "shutting down Russia's commercial airspace" as Ukraine's next diplomatic goal — going further than the 2022 closure that already bars airlines from 36 states and has pushed Western carriers off the Siberian corridor.

What does the current air blockade cover?

Russia closed its airspace to airlines registered in 36 states on February 28, 2022, four days after invading Ukraine. The ban covers all 27 EU member states, the UK, Canada, Norway, Switzerland, Iceland, Liechtenstein and Slovenia. The EU, US, UK, Canada, Japan and South Korea responded with reciprocal bans on Russian operators.

Two and a half years later, the partition is partial. Aeroflot, S7 Airlines, Ural Airlines and Nordwind still serve routes to China, India, the UAE, Qatar, Egypt, Turkey, Thailand, the Maldives, Cuba, Belarus and several Central Asian states, alongside a long list of African destinations.

Western carriers lost access to the Siberian corridor that once provided the shortest route between Europe and Northeast Asia, adding 1-3 hours and significant fuel burn to city pairs such as Frankfurt-Tokyo and Paris-Seoul.

What would a full closure change?

A complete ban on Russian commercial overflights would require either unilateral Russian action — the most realistic mechanism, since Kyiv has no jurisdiction over Moscow's flight information region — or coordinated sanctions from the states still allowing Aeroflot and peers to operate. The countries most often cited as holding the largest residual traffic rights with Russia are China, the UAE, India, Turkey and Saudi Arabia.

For Russian carriers, the financial impact would be material. Industry data has placed Aeroflot Group's annual revenue from international services in the multi-billion-dollar range before the war, with a significant portion derived from premium-cabin and connecting traffic over Moscow Sheremetyevo. A full ban would force Russian operators onto domestic and "friendly country" bilateral networks alone, while accelerating the fleet-impounding risk that has already forced Western lessors to take hundreds of widebody aircraft off the books.

How exposed are Western lessors and OEMs?

Lessors led by AerCap, SMBC Aviation Capital, Avolon, BOC Aviation and Nordic Aviation Capital had approximately 515 aircraft on lease to Russian operators when the war began, with insured values around $10 billion. Roughly two-thirds of those airframes remain in Russia under disputed legal arrangements, and Dublin- and Bermuda-registered lessors have largely written off recovery prospects.

Boeing and Airbus have not delivered a new airliner to a Russian operator since March 2022, when export licences were suspended under EU and US sanctions. The two manufacturers' combined Russian backlog, valued in the tens of billions of dollars, sits in legal limbo. A complete airspace isolation would harden the political case for contract termination, freeing delivery slots now occupied by Russian positions and redeploying them to other customers — a process already underway on a country-by-country basis.

Why is the diplomatic hurdle so high?

Ukraine's ability to deliver the policy outcome depends on whether the roughly two dozen non-aligned states still hosting Russian commercial flights accept pressure to curtail landing rights. India and China, both large and growing aviation markets with no incentive to antagonise Moscow, have shown no appetite. The UAE has been more responsive to Western sanctions enforcement in adjacent areas such as financial services and luxury-goods re-export, and is viewed by Western diplomats as the most likely swing state in any future campaign.

The WSJ report does not specify a timeline or the diplomatic vehicle Kyiv intends to use. Whether the residual Russian commercial network survives the war, or is progressively throttled to a handful of bilateral corridors, will depend as much on the purchasing decisions of airlines in Dubai, Doha, Delhi and Beijing as on the politics of the conflict itself.

via Google News: Air traffic control and airspace (Source)

Filed under

  • russia-airspace-closure
  • aeroflot
  • siberian-corridor
  • aviation-sanctions
  • western-lessors
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Sophie Lindqvist

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Senior reporter covering industry trends and analytics at Flightdeck Report.

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