Poland’s armed forces intercepted and shot down Russian drones in its airspace on Wednesday morning, marking the first direct military engagement between a NATO member and Russian assets since the Ukraine conflict began in 2022.

The incident prompted airport closures and fighter jet scrambles as tensions escalated despite recent peace negotiations.

Polish Military Confirms Direct Engagement

Polish Armed Forces confirmed they deployed weapons to neutralize “drone-type objects that repeatedly violated” their airspace during Russia’s latest massive strike on Ukrainian regions bordering Poland, reported BBC. The operational command stated that “weapons have been used, and operations are underway to locate the downed objects.”

Prime Minister Donald Tusk confirmed “multiple violations” of Polish airspace, maintaining constant contact with defense officials throughout the developing situation. The military placed ground-based air defense and radar systems at “highest state of readiness.”

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NATO Response and Airport Shutdowns

Four major Polish airports, including Warsaw’s main Chopin Airport and strategically located Rzeszów-Jasionka Airport near Ukraine, suspended operations as Polish and allied aircraft secured the airspace, according to the report. The closures affected Warsaw Modlin and Lublin airports, with notices posted to the U.S. Federal Aviation Administration’s website.

Market Implications for Defense Contractors

The escalation comes as Ukraine reportedly promises to purchase $100 billion worth of American weapons, potentially benefiting RTX Corp. (NYSE:RTX), Lockheed Martin Corp. (NYSE:LMT) and Northrop Grumman Corp. (NYSE:NOC). The iShares U.S. Aerospace & Defense ETF (BATS:ITA) gained 36.41% year-to-date as defense spending increases.

Energy markets also responded to heightened tensions, with the Energy Select Sector SPDR Fund (NYSE:XLE) and iShares U.S. Energy ETF (NYSE:IYE) climbing 2.24% and 3.28% respectively, as of Tuesday’s close amid supply concerns.

U.S. Congressional Response

Sen. Chris Murphy (D-CT) called the situation “incredibly serious,” while Rep. Joe Wilson (R-S.C.)  termed Russia’s actions an “act of war,” urging President Donald Trump to impose mandatory sanctions to “bankrupt the Russian war machine,” according to the report. The incident occurred days after Trump hosted the Polish President, Karol Nawrocki at the White House.

Treasury Secretary Scott Bessent previously warned that “everything’s on the table” regarding additional sanctions following Russia’s intensified bombing campaign, calling Putin’s actions “despicable” after recent peace talks in Alaska.

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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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