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Stanimir Dobrev Profile picture
Stanimir Dobrev
@delfoo
16 subscribers
Feb 16 • 29 tweets • 5 min read
The ice forming in the Gulf of Finland coupled with the FSB imposed mandatory inspections of ships for fear of Ukranian actions threaten to stop Russian aluminum production, steel exports and mineral exports almost completely.

kommersant.ru/doc/8440812 The ice that has formed in the Gulf of Finland coupled with the requirements for mandatory underwater inspections of ships have practically paralyzed Russian exports via the Baltic. By early March the ice thickness will exceed 30-40 cms.
Feb 6 • 14 tweets • 3 min read
Russian costs of transporting petroleum products skyrocketed to 33% higher over the last week of January due to a combination of factors including new actions against shadow tankers and ice in the Baltic.

kommersant.ru/doc/8400601 The cost to transport Russian light petroleum products in the week from the 26th of January to the 1st of February rose by 24-33%. Transportation from the Baltic to Latin America rose by 32,7% to 112 USD per ton.
Feb 2 • 24 tweets • 8 min read
Russian Business news 02/February/2026:

For 2026-2028 the Russian government will allocate just 15 billion rubles on the development of oil extraction technologies. Experts called this just a drop in the bucket and 10 times more is needed.

kommersant.ru/doc/8398132 The price of beer in Russia on average for the period from September 2024 to December 2025 rose by 21%. In hypermarkets it grew by the most with 26% at discounters the least with 17,8%.

kommersant.ru/doc/8398872
Dec 23, 2025 • 12 tweets • 2 min read
The cost of transporting Russian oil from the Baltic in the week of December 15th to the 21st dropped for all destinations compared to the prior week. The biggest drop was for Turkey where the decrease was 5-5,1% to 7,7-7,9 USD per barrel.

kommersant.ru/doc/8315461 The cost for transporting to India dropped by 1,9-2% to 9,9-10,6 USD per barrel. In early December the costs for transporting Russian oil from the Baltic to Turkey reached a historic high of 8,5 USD per barrel which is almost double the cost in 2024.
Dec 22, 2025 • 23 tweets • 8 min read
Russian Business news 20-22/December/2025:

For the period Q1-Q3 Russian pawnshops increased their net profit by 54% to 9,6 billion rubles. In Q3 2025 the average loan they gave grew from 18 100 rubles to 21 300 rubles.

kommersant.ru/doc/8314407 The Russian Mall index which tracks attendance of shopping centers will decrease by 3% for 2025 after decreasing by 2% in 2024. This has already led to a higher vacancy in shopping centers.

kommersant.ru/doc/8313343
Dec 9, 2025 • 14 tweets • 3 min read
2026 is expected to be the worst year for Russian railway car operators in their history. Loading is down Russian railway tariffs are up. The share of the fleet that's unused grew by 255% and repair costs rose up to 400% and companies are short on cash.

kommersant.ru/doc/8268841 The loading of Russia's top 30 railway transportation companies for Q1-Q3 2025 decreased by 6,9% compared to 2024 and this is on top of a 11,2 decrease in that year when compared to 2023.
Dec 5, 2025 • 14 tweets • 3 min read
November 2025 was horrific for Russian industry comparable only to 2008-9. Civilian industry is nearly 5% below the 2024 level demand as low as in 2008-9. The 3% boost in output in October was only due to defense production and an oil refining boost.

kommersant.ru/doc/8250112 In October Russian industrial production output according to Rosstat grew by 3% compared to September and by 2,4% according to the adjusted figures by TSMAKP. This was the biggest growth for the year so far 2/3rds driven by defense procurement dominated sub-sectors.
Nov 2, 2025 • 7 tweets • 2 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 just one region since the last update, Yaroslavl. 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 21, 2025 • 9 tweets • 2 min read
As part of the measures to improve the supply of fuel in Russia there have been new proposals. One is to introduce a second trading session on SPIMEX to ensure that fuel is sold to gas stations and not traders.

kommersant.ru/doc/8139062 The second session might simplify end users getting fuel but there are still infrastructure and logistics issues to solve with the sale such as gas stations lacking the ability to receive or store train carried fuels.
Oct 9, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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