Over the past week, the war in Ukraine has taken on a fresh point of friction for Spain and several other European states. Russia’s Ministry of Defence, led by Andrey Belousov, has placed UAV Navigation-an affiliate of Spain’s Grupo Oesía headquartered in San Sebastián de los Reyes-on a list of companies it claims are connected to the manufacture of drones and key components used in Ukraine’s war effort.
Why Moscow has issued the warning
Moscow’s decision fits a deterrence-driven approach against what it sees as the growing role of Europe’s defence industry in support of Ukraine. That perception is reinforced by the many strategic co-operation agreements signed between European firms and Kyiv involving military technology.
The Russian Ministry of Defence statement also appeared aimed at public opinion in European countries, warning that citizens “must clearly understand the true causes of the threats to their security”, and encouraging awareness of the addresses of companies that support Ukraine.
The threat was presented as applying to twelve countries (10 in the European Union, the United Kingdom, Israel and Turkey) and a total of 21 military targets.
Dmitry Medvedev, Russia’s current Deputy Chair of the Security Council, said the list of European companies should be taken “literally” as a set of “potential targets” for Russia’s armed forces. He continued the warning by writing: “whether the strikes materialise will depend on what happens next. Sleep well, European partners!”
Spain in focus: UAV Navigation (Grupo Oesía)
In Spain’s case, attention centres on UAV Navigation, a Grupo Oesía company specialising in guidance, navigation and control solutions for unmanned systems. According to Moscow, the subsidiary based in the Madrid region is linked to the production of components for drones used by Ukraine-specifically satellite radionavigation receivers (“GSS signal receivers”). The TASS news agency states that the components produced by UAV Navigation are “used by Kyiv to attack Russia”.
Hybrid-conflict risks for European defence firms
While a direct military strike on facilities in European Union and/or NATO countries is highly unlikely given the escalatory consequences, the Russian threat can plausibly be understood in the context of other hybrid-conflict scenarios. In that framing, the risk to companies in the sector would come from covert operations intended to disrupt normal activity, undermine the sense of security, and deter other firms from starting, continuing or expanding co-operation with Kyiv. Such actions could combine cyberattacks, sabotage, infiltration of key personnel, supply-chain disruption, or large-scale disinformation campaigns.
By applying hybrid methods of warfare against the companies named, Russia would reduce Ukraine’s military capacity while taking advantage of the plausible deniability typical of covert actions, thereby avoiding direct involvement of other Western countries in the war.
Grupo Oesía’s statement
In response to the Russian threat, Grupo Oesía issued a statement last Thursday emphasising the “joint work” it carries out with the Spanish Government, alongside its commitment to regulatory compliance:
“UAV Navigation, a Grupo Oesía company, develops and markets its dual-use technological solutions in strict compliance with current regulations and as part of joint work with the Spanish Government, within the framework of its commitment to the European Union,” said the company led by Luis Furnells.
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