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Stanimir Dobrev Profile picture
Stanimir Dobrev
@delfoo
16 subscribers
Oct 9 • 7 tweets • 3 min read
Updated map of the regions of Russia where there are shortages of gasoline or diesel and how early was it first reported. As always it's worse in the occupied territories. Added 3 new regions since last update, Chelyabinsk, Murmansk and North Ossetia-Alania. Image This doesn't mean the entire region is out of gasoline or diesel but that there shortages reported at gas stations. Usually this covers multiple districts sometimes for over a month. In some cases half the regions gas stations don't have some type of fuel.
Oct 4 • 8 tweets • 2 min read
There are also a couple of myths about the gasoline crisis and stats that keep getting repeated that I want to address: It's just the independent gas stations. No it's not, Gazprom in Astrakhan has no gasoline whatsoever, Lukoil and Teboil in Moscow & Kursk has issues, Tatneft has issues. If you have big chains you have a higher chance of finding gasoline, but not certainty.
Sep 27 • 8 tweets • 4 min read
Updated map of the regions of Russia where there are shortages of gasoline or diesel and how early was it first reported. Also the occupied territories are suffering even more than this. Added 5 new regions from today. Image This doesn't mean the entire region is out of gasoline or diesel but that there shortages reported at gas stations. Usually this covers multiple districts sometimes for over a month. In some cases half the regions gas stations don't have some type of fuel.
Sep 1 • 24 tweets • 8 min read
Russian Business news 29-31/August/2025:

Kamaz reported a net loss for H1 2025 of 31 billion rubles vs 3,7 billion profit in H1 2024. Revenue dropped 17,9% 153,9 billion rubles.

kommersant.ru/doc/8005374 Gazprom for the first 8 months of 2025 increased natural gas shipments to China by 28,3%.

kommersant.ru/doc/8005049
Aug 11 • 11 tweets • 2 min read
Russian diesel export in July 2025 decreased by 0,16% compared to June 2025 falling to 3,36 million tons. This however is still 2,71% higher than July 2024.

kommersant.ru/doc/7956895 In June 2024 shipments dropped 14% compared to May 2025 decreasing to 3,4 million tons. One of the reasons for the decrease was the drop by almost one half of the exports to Brazil to 268 300 tons.
Aug 8 • 20 tweets • 7 min read
Russian Business news 07/August/2025:

The Russian coal port Lavna is being underutilized shipping only 600 000 tons of coal for Jan-Jul 2025 when it has a capacity of 18 million tons a year. It cost 87 billion rubles to build and launched in 2023.

kommersant.ru/doc/7942897 The number of pensioners in Russia as of July 1st 2025 was 40,8 million down from 41,2 million at the start of 2025. The number of working pensioners is 7,6 million.

kommersant.ru/doc/7943021
Jul 7 • 18 tweets • 3 min read
Russian agricultural raw materials exports for Jan-April 2025 were outpaced by imports with exports being 12 billion USD and imports being 12,9 billion USD making Russia a net importer.

kommersant.ru/doc/7852101 Russian food exports for 2025 decreased significantly when compared to 2024. Wheat exports decreased significantly with May 2025 wheat exports being only 2,1 million tons vs 5,2 million tons in May 2024.
May 29 • 24 tweets • 8 min read
Russian Business news 29/May/2025:

The net profit of Gazprombank for Q1 2025 according to the international accounting standard dropped 71% to 19,1 billion rubles.

kommersant.ru/doc/7757660 Funding for the subsidiary of Rostekh Spektr for the development of 4G base stations has been canceled after the company stopped the development of 5G base stations.

kommersant.ru/doc/7756569
Apr 28 • 20 tweets • 3 min read
Russian regional public transport is heading for a massive collapse.

altapress.ru/zhizn/story/kr… In Russia's regional capital of Altaysky Krai public transport is closing down routes and drivers are leaving to work at less stressful jobs in stores and warehouses.
Apr 23 • 14 tweets • 5 min read
Russian Business news 23/Apr/2025:

Russian Finance Minister Siluanov called for changing the budget rule now that the price of oil is noticeably lower and even proposed what I consider spending cuts in a roundabout way.

kommersant.ru/doc/7676558 Microfinancing organizations in Russia which primarily work with return clients have increased the number of refusals to said return clients to 71% of their requests for funds.

kommersant.ru/doc/7675897
Apr 22 • 23 tweets • 8 min read
Russian Business news 22/Apr/2025:

Russian sales of domestic agricultural machinery dropped off a cliff. 40% of the production in 2024 was unsold and 2025 started with a further drop of 30% in sales in Jan-Feb.

kommersant.ru/doc/7674873 The share of sales of Belarusian agricultural machinery in Russia grew from 17% in 2022 to 40% in 2024 due to Belarus subsidizing the interest rate on loans for its equipment.

kommersant.ru/doc/7675746
Apr 21 • 19 tweets • 7 min read
Russian Business news 21/Apr/2025:

AvtoVAZ expects Lada sales in April 2025 to decreased by 1/3 compared to April 2024. The reason is that market demand seems to be down 50%. In March 2025 they were also down by as munch

kommersant.ru/doc/7674153 The Moscow Brewing company started to offer its Zhiguli beer in containers of 310 ml instead of 330 ml. In November 2024 most of the large beer producers changed their 500 ml containers for 450 ml ones.

kommersant.ru/doc/7674855
Apr 10 • 23 tweets • 8 min read
Russian Business news 10/Apr/2025:

In Russia production of drinkable ethanol dropped 12% in Q1 2025. Vodka production fell 22,7% and cognac by 25%. This is due to the new higher excise taxes and higher minimum price for alcohol in 2025

kommersant.ru/doc/7641546 The Russian company Seligdar abandoned the development of the ore gold deposit at the Shkolny site in Yakutia. The development of the field proved economically unfeasible due to the conditions in Yakutia and the geopolitical situation.

kommersant.ru/doc/7641275
Apr 8 • 18 tweets • 3 min read
A must read on Russian logistics companies. Russian road cargo transportation companies and individual entrepreneurs operating trucks started exiting the market in Autumn 2024 with the peak being winter 2024-2025. In Q1 2025 20% had stopped working.

iz.ru/1864218/vladim… Year on year in Q1 2025 many shipping companies reduced their truck fleet size by 20% year over year due to issues servicing leases and finding work. The number of seized trucks doubled compared to Q1 2024.
Feb 18 • 22 tweets • 7 min read
Russian Business news 18/Feb/2025:

According to Russia's deputy prime minister Golikova 10,1 million Russians will retire until 2030 and the shortage between the people retiring and those joining the workforce is estimated at 3,1 million.

kommersant.ru/doc/7515114 Russia is considering two measures to regulate tobacco sales, either a list of authorized sellers or a licensing process akin to that that exists for alcohol. The goal is to reduce illegal sales of tobacco.

kommersant.ru/doc/7514861
Feb 13 • 9 tweets • 2 min read
One thing that I think the debates on when Russia will have a new army after the war miss is how irreversible is the damage to Russia's labor pool the combination of demographics, COVID, the war and the growing xenophobia have inflicted. The losses are so severe that the gains in the territories plus the people residing in them cannot offset them in a meaningful way.
Jan 14 • 21 tweets • 7 min read
Russian Business News 14/Jan/2025:

Sanctions against the Russian oil sector and oil fleet have led to a shortage of tanks for transporting Russian oil. The cost of transporting oil from the Russian Far East to China has doubled.

kommersant.ru/doc/7431982 For all of 2024 only 70 2000 square meters of heavy industry real estate was built in Moscow and Moscow region which is 30% lower than in 2023.

kommersant.ru/doc/7430971
Nov 21, 2024 • 7 tweets • 2 min read
Russian real estate companies have started offering customers to to pay for new housing in quarterly or monthly installments which are often without interest and make an initial payment of 10-15%.

kommersant.ru/doc/7311624 There's currently no other way to sell a lot of housing with the interest rate at 21%. Installments are rapidly becoming the main tool for selling housing by real estate developers. Mortgages are not an option especially in the premium segment.
Nov 1, 2024 • 4 tweets • 1 min read
Just to repost this as not everyone has seen it. Unsold housing in Russia grew from 66 million square meters in 2022 to nearly 77 million square meters in July 2024 when the largest preferential mortgage program ended. All housing developers are in trouble
There's demand for more office space in the larger cities and more warehouse space. But housing which is the big driver of construction is seeing nothing. People have decreased their housing purchases so much that in October alone average rents in the big cities went up 17%.
Oct 14, 2024 • 21 tweets • 7 min read
Russian Business news 14/Oct/2024:

Deputy Chairman of the Russian Central Bank Zabotkin said that they are considering an increase in the interest rate at the Central Bank meeting on October 25th 2024.

kommersant.ru/doc/7231061 The Russian Central Bank's Deputy Chairman Zabotkin said that there are no signs of inflation slowing down as of yet and September data supports further tightening of the monetary policy.

banki.ru/news/lenta/?id…
Oct 11, 2024 • 24 tweets • 8 min read
Russian Business news 11/Oct/2024:

The Russian government has lowered the foreign currency exporters have to sell from 50% to 25% and this will be in effect until April 30th 2025. The ruble may weaken further.

kommersant.ru/doc/7229830 VTB has filed 2 claims in the Arbitration court of St Petersburg and Leningrad region against the Russian subsidiary of JPMorgan and one foreign JPmorgan entity for a total of 155,8 million USD. Somehow I expect VTB to win the case with ease.

kommersant.ru/doc/7229675