Russia is preparing a new series of strikes on Ukrainian food industry enterprises. Producers of food products, agricultural processing enterprises, and agricultural storage infrastructure may be at risk. According to Ukrainian intelligence, the goal of such attacks may be to damage the economy and reduce the country's export capabilities.
On November 10, RBC-Ukraine reported with reference to a source in the Main Intelligence Directorate of the Ministry of Defense.
According to the source, Russia is considering strikes both on Ukrainian enterprises and on production facilities of international companies operating in Ukraine.
Among potential targets are enterprises for storage and processing of agricultural products, including elevators, grain warehouses, oil extraction plants, milk processing and meat processing enterprises, as well as poultry farms.
A GUR source claims that Moscow seeks to increase economic pressure on Ukraine, create additional threats to food security, and reduce foreign currency revenues from agricultural exports.
According to an RBC-Ukraine source, Russia may also expect to strengthen its positions in global agricultural markets, particularly in Africa, Asia, and the Middle East, due to a possible reduction in Ukrainian exports.
At the same time, this information is based on an anonymous intelligence source. The specific timing of possible attacks, their scale, and other operational details have not been publicly confirmed.
Food enterprises have already suffered Russian strikes
The food industry is not a new category of targets for Russian attacks. During 2026, strikes on enterprises producing and storing food have already been recorded.
In particular, on September 10, Russian troops attacked a food industry enterprise in Dnipro twice in one day - the "Oleina" plant, which belongs to the international agro-industrial company Bunge, was hit.
After the attack, fires broke out at the enterprise, and production facilities were damaged. As a result of the second strike, two people died. Bunge reported a temporary suspension of the plant's operations.
Thus, the new intelligence warning concerns a sector whose enterprises have already suffered damage. If the information about preparation of a new campaign is confirmed, it will not be about the emergence of fundamentally new targets, but about a possible expansion and systematization of strikes on the food sector.
Such a trend has already been observed in other segments of the civilian economy, particularly in warehouse logistics and retail trade, where individual cases of damages to enterprises have grown into a significant problem for businesses.
Possible consequences for the economy and prices
Scaling up attacks on the food industry can create additional problems simultaneously for producers, retail chains, and exporters.
Unlike damage to an ordinary warehouse, the destruction of a production enterprise can lead not only to loss of finished products but also to prolonged halt in their production. To restore operations, it is necessary to repair or replace technological equipment.
Such consequences can be particularly significant for enterprises that process perishable raw materials or ensure a continuous production cycle.
Previous strikes on warehouse and logistics infrastructure have already caused additional costs for Ukrainian businesses and increased pressure on consumer prices.
According to the October Inflation Report of the National Bank, during July-September 2026 alone, 153 cases of targeted damage to warehouse facilities were recorded in Ukraine.
According to the regulator's estimates, in the third quarter approximately 800 thousand square meters of warehouse space was destroyed. In total, since the start of the full-scale invasion, losses have reached about 2.1 million square meters.
As explained by the NBU, due to the destruction of warehouses, companies are forced to change supply routes, switch to smaller warehouses, and transport products in smaller batches more often. This increases logistics and storage costs.
According to the National Bank's baseline assessment, the consequences of increased Russian attacks on businesses and infrastructure can add about 0.7 percentage points to annual inflation by the end of 2026. This forecast applies to already accounted economic consequences of attacks, not possible future strikes on the food industry.
If Russia indeed intensifies attacks on food producers, new disruptions in processing of agricultural raw materials and supply of finished products could add to the losses of warehouse infrastructure.
For the domestic market, this will create risks of reduced supply of certain goods and rising production costs. For exporters, the consequences may include contract failures, reduced shipment volumes, and loss of foreign currency revenue.
At the same time, the scale of potential economic consequences cannot be assessed at this time, as there is no confirmed information about the number, timing, and results of possible new attacks.
