My colleague Heli Simola wrote about Russia’s foreign trade in @BOFITresearch Policy Brief 5/22. Imports declined a lot after invasion, and this had clear effect on production in sectors w/lots of imported components.
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bofit.fi/en/publication… In many tech goods 🇪🇺🇬🇧🇺🇸🇯🇵🇰🇷🇹🇼accounted for most of Russia’s imports, only in electrical equipment is 🇨🇳the most important.

In June imports were below pre-war level from almost all countries, 🇹🇷the most important exception.

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bofit.fi/en/publication…

🇷🇺Russia June industrial production –1.2% y/y, 0% m/m
Manufacturing –4.5%
Natural gas –32.8%
Cigarettes –32.4%
AC motors –12.3%
Lead batteries –21.8%
Fiberoptic cables–79.6%
Fridges–52.3%
Elevators –59.9%
Passenger cars –89%
Trucks –40%
Freight cars –34.4%
rosstat.gov.ru/storage/mediab… Increases in many foodstuffs and construction materials, though.

🇷🇺#Russia April industrial production –1.6% y/y, –1.8% m/m
Manufacturing –2.1% y/y
Clear increase in pharmaceuticals +31.9% y/y, big drops in electrical equipment –8.2%, cars –61.5% (!!!), other vehicles –6.6%

Anything where foreign components needed..

rosstat.gov.ru/storage/mediab… Some interesting tidbits. Production of fridges and washing machines dropped by about half. Fiber optic cables –76% y/y. Elevators –48%, excavators –56%.