Evgen Istrebin 🇺🇦
@evgen-istrebin.bsky.social
The PAZ plant has completely stopped work.
Demand for buses has fallen by 60%
Earlier, the KAMAZ, AvtoVAZ and GAZ plants announced a transition to a four-day week amid falling demand for cars.
Demand for buses has fallen by 60%
Earlier, the KAMAZ, AvtoVAZ and GAZ plants announced a transition to a four-day week amid falling demand for cars.
July 29, 2025 at 2:31 PM
The PAZ plant has completely stopped work.
Demand for buses has fallen by 60%
Earlier, the KAMAZ, AvtoVAZ and GAZ plants announced a transition to a four-day week amid falling demand for cars.
Demand for buses has fallen by 60%
Earlier, the KAMAZ, AvtoVAZ and GAZ plants announced a transition to a four-day week amid falling demand for cars.
A massive hacker attack on Russia continues.
Today, two capital drugstore chains "Stolichka" and "Neofarm" and a chain of private clinics "Family Doctor" were attacked
Information has just appeared that "Russian Post" has gone down
P.S. Aeroflot has still not recovered.
Today, two capital drugstore chains "Stolichka" and "Neofarm" and a chain of private clinics "Family Doctor" were attacked
Information has just appeared that "Russian Post" has gone down
P.S. Aeroflot has still not recovered.
July 29, 2025 at 2:27 PM
A massive hacker attack on Russia continues.
Today, two capital drugstore chains "Stolichka" and "Neofarm" and a chain of private clinics "Family Doctor" were attacked
Information has just appeared that "Russian Post" has gone down
P.S. Aeroflot has still not recovered.
Today, two capital drugstore chains "Stolichka" and "Neofarm" and a chain of private clinics "Family Doctor" were attacked
Information has just appeared that "Russian Post" has gone down
P.S. Aeroflot has still not recovered.
Has the Central Bank of Russia started issuing money?
Today, the Central Bank issued repo to banks for a record amount in 2.5 years - 2.160 trillion rubles
I have 3 versions of what happened.
1. The largest bond placement is being prepared
1/
Today, the Central Bank issued repo to banks for a record amount in 2.5 years - 2.160 trillion rubles
I have 3 versions of what happened.
1. The largest bond placement is being prepared
1/
July 29, 2025 at 2:17 PM
Has the Central Bank of Russia started issuing money?
Today, the Central Bank issued repo to banks for a record amount in 2.5 years - 2.160 trillion rubles
I have 3 versions of what happened.
1. The largest bond placement is being prepared
1/
Today, the Central Bank issued repo to banks for a record amount in 2.5 years - 2.160 trillion rubles
I have 3 versions of what happened.
1. The largest bond placement is being prepared
1/
$/RUB - 82,75 ( +4,2% )
🔥🔥🔥🔥🔥🔥🔥
🔥🔥🔥🔥🔥🔥🔥
July 28, 2025 at 2:04 PM
$/RUB - 82,75 ( +4,2% )
🔥🔥🔥🔥🔥🔥🔥
🔥🔥🔥🔥🔥🔥🔥
Russian banks have reduced lending by more than 4 times in the first half of the year, from 11 trillion to 2.5 trillion.
But at the same time, they have sharply increased the purchase of federal bonds, from 0 to 1.2 trillion rubles.
Banks have started lending for government debt!
But at the same time, they have sharply increased the purchase of federal bonds, from 0 to 1.2 trillion rubles.
Banks have started lending for government debt!
July 26, 2025 at 4:16 PM
Russian banks have reduced lending by more than 4 times in the first half of the year, from 11 trillion to 2.5 trillion.
But at the same time, they have sharply increased the purchase of federal bonds, from 0 to 1.2 trillion rubles.
Banks have started lending for government debt!
But at the same time, they have sharply increased the purchase of federal bonds, from 0 to 1.2 trillion rubles.
Banks have started lending for government debt!
RussNeft reports for Q2.
Net profit: -69% y/y
Revenue: -26% y/y
There is room to fall
Net profit: -69% y/y
Revenue: -26% y/y
There is room to fall
July 26, 2025 at 3:52 PM
RussNeft reports for Q2.
Net profit: -69% y/y
Revenue: -26% y/y
There is room to fall
Net profit: -69% y/y
Revenue: -26% y/y
There is room to fall
Russia is collapsing
KAMAZ, AvtoVAZ and GAZ are switching to a 4-day work week from August 1 due to a large-scale crisis of falling sales.
China will kill all of Russia's industry!
KAMAZ, AvtoVAZ and GAZ are switching to a 4-day work week from August 1 due to a large-scale crisis of falling sales.
China will kill all of Russia's industry!
July 25, 2025 at 7:06 AM
Russia is collapsing
KAMAZ, AvtoVAZ and GAZ are switching to a 4-day work week from August 1 due to a large-scale crisis of falling sales.
China will kill all of Russia's industry!
KAMAZ, AvtoVAZ and GAZ are switching to a 4-day work week from August 1 due to a large-scale crisis of falling sales.
China will kill all of Russia's industry!
In Russia, the wholesale price of A-95 gasoline (super) on the exchange has broken the historical record of 2023!
Today the price is 76,293 rubles/ton
The reason is the shortage of gasoline on the market.
Today the price is 76,293 rubles/ton
The reason is the shortage of gasoline on the market.
July 24, 2025 at 10:55 AM
In Russia, the wholesale price of A-95 gasoline (super) on the exchange has broken the historical record of 2023!
Today the price is 76,293 rubles/ton
The reason is the shortage of gasoline on the market.
Today the price is 76,293 rubles/ton
The reason is the shortage of gasoline on the market.
The crisis in the Russian construction industry is gaining momentum.
In June, cement production fell by 11.2% y/y.
In the first half of the year, production fell by 7.6% y/y.
I expect the decline to accelerate due to the collapse in the rate of real estate sales, which reached 50% in Ru in June.
In June, cement production fell by 11.2% y/y.
In the first half of the year, production fell by 7.6% y/y.
I expect the decline to accelerate due to the collapse in the rate of real estate sales, which reached 50% in Ru in June.
July 24, 2025 at 5:33 AM
The crisis in the Russian construction industry is gaining momentum.
In June, cement production fell by 11.2% y/y.
In the first half of the year, production fell by 7.6% y/y.
I expect the decline to accelerate due to the collapse in the rate of real estate sales, which reached 50% in Ru in June.
In June, cement production fell by 11.2% y/y.
In the first half of the year, production fell by 7.6% y/y.
I expect the decline to accelerate due to the collapse in the rate of real estate sales, which reached 50% in Ru in June.
According to the Russian statistical agency, the organization's net profit in May fell by 41% y/y.
Net profit for 5 months fell by 11% y/y.
Net profit for 5 months fell by 11% y/y.
July 23, 2025 at 6:00 PM
According to the Russian statistical agency, the organization's net profit in May fell by 41% y/y.
Net profit for 5 months fell by 11% y/y.
Net profit for 5 months fell by 11% y/y.
Wholesale gasoline prices in Russia are approaching the historical record of 2023.
But there is a difference. In 2023, Brent was $80, and today it is $68. The dollar/ruble exchange rate was 100, and today it is 78.
Domestic prices have exceeded world prices!
But there is a difference. In 2023, Brent was $80, and today it is $68. The dollar/ruble exchange rate was 100, and today it is 78.
Domestic prices have exceeded world prices!
July 23, 2025 at 10:02 AM
Wholesale gasoline prices in Russia are approaching the historical record of 2023.
But there is a difference. In 2023, Brent was $80, and today it is $68. The dollar/ruble exchange rate was 100, and today it is 78.
Domestic prices have exceeded world prices!
But there is a difference. In 2023, Brent was $80, and today it is $68. The dollar/ruble exchange rate was 100, and today it is 78.
Domestic prices have exceeded world prices!
Monthly dynamics of housing sales in new buildings in Russia
January-June: -26%
January: -16%
February: +25%
March: -15%
April: -17%
May: -38%
June: -53%
The second graph shows the rate of overstocking, +319 thousand unsold apartments per year.
January-June: -26%
January: -16%
February: +25%
March: -15%
April: -17%
May: -38%
June: -53%
The second graph shows the rate of overstocking, +319 thousand unsold apartments per year.
July 19, 2025 at 10:40 AM
Monthly dynamics of housing sales in new buildings in Russia
January-June: -26%
January: -16%
February: +25%
March: -15%
April: -17%
May: -38%
June: -53%
The second graph shows the rate of overstocking, +319 thousand unsold apartments per year.
January-June: -26%
January: -16%
February: +25%
March: -15%
April: -17%
May: -38%
June: -53%
The second graph shows the rate of overstocking, +319 thousand unsold apartments per year.
Latest statistics on the Russian real estate market
Permits for new construction fell by 31% in June, a 26% drop in just the first half of the year
The volume of unsold housing reached a record - 55 million sq. m.
This is a city with a population of 3 million people. For example, Berlin
Permits for new construction fell by 31% in June, a 26% drop in just the first half of the year
The volume of unsold housing reached a record - 55 million sq. m.
This is a city with a population of 3 million people. For example, Berlin
July 18, 2025 at 2:46 PM
Latest statistics on the Russian real estate market
Permits for new construction fell by 31% in June, a 26% drop in just the first half of the year
The volume of unsold housing reached a record - 55 million sq. m.
This is a city with a population of 3 million people. For example, Berlin
Permits for new construction fell by 31% in June, a 26% drop in just the first half of the year
The volume of unsold housing reached a record - 55 million sq. m.
This is a city with a population of 3 million people. For example, Berlin
The catastrophe in the Russian real estate market is confirmed!
Report of the developer "LSR" - 6th place in Russia by volume
2Q 2025
Revenue - 27 billion (-52% y/y)
Sales volume - 108 thousand sq.m (-51.3% y/y)
Report of the developer "LSR" - 6th place in Russia by volume
2Q 2025
Revenue - 27 billion (-52% y/y)
Sales volume - 108 thousand sq.m (-51.3% y/y)
July 18, 2025 at 1:31 PM
The catastrophe in the Russian real estate market is confirmed!
Report of the developer "LSR" - 6th place in Russia by volume
2Q 2025
Revenue - 27 billion (-52% y/y)
Sales volume - 108 thousand sq.m (-51.3% y/y)
Report of the developer "LSR" - 6th place in Russia by volume
2Q 2025
Revenue - 27 billion (-52% y/y)
Sales volume - 108 thousand sq.m (-51.3% y/y)
Cement consumption in Russia in the first half of 2025 decreased by 8.6% y/y, production — by 9.9% y/y. Soyuzcement
An additional factor was the growth of imports from Belarus and Iran: over two years, its share increased from 2.5% to 5%.
The data for June is preliminary.
An additional factor was the growth of imports from Belarus and Iran: over two years, its share increased from 2.5% to 5%.
The data for June is preliminary.
July 18, 2025 at 6:14 AM
Cement consumption in Russia in the first half of 2025 decreased by 8.6% y/y, production — by 9.9% y/y. Soyuzcement
An additional factor was the growth of imports from Belarus and Iran: over two years, its share increased from 2.5% to 5%.
The data for June is preliminary.
An additional factor was the growth of imports from Belarus and Iran: over two years, its share increased from 2.5% to 5%.
The data for June is preliminary.
Due to a lack of money in the budget, the Russian Government is going to reduce damper payments to gasoline and diesel fuel producers
Meanwhile, the wholesale price on the exchange has updated its annual maximum
www.kommersant.ru/doc/7891574
Meanwhile, the wholesale price on the exchange has updated its annual maximum
www.kommersant.ru/doc/7891574
July 17, 2025 at 4:49 PM
Due to a lack of money in the budget, the Russian Government is going to reduce damper payments to gasoline and diesel fuel producers
Meanwhile, the wholesale price on the exchange has updated its annual maximum
www.kommersant.ru/doc/7891574
Meanwhile, the wholesale price on the exchange has updated its annual maximum
www.kommersant.ru/doc/7891574
The Rosstat website (Russian statistical agency) has been down for the second day
Damn, this is brilliant!
No statistics - no problem!
Damn, this is brilliant!
No statistics - no problem!
July 17, 2025 at 5:02 AM
The Rosstat website (Russian statistical agency) has been down for the second day
Damn, this is brilliant!
No statistics - no problem!
Damn, this is brilliant!
No statistics - no problem!
Things are getting worse in Russia every day.
Transport freight turnover excluding pipelines has fallen to a 4-year low.
Transport freight turnover excluding pipelines has fallen to a 4-year low.
July 16, 2025 at 4:51 PM
Things are getting worse in Russia every day.
Transport freight turnover excluding pipelines has fallen to a 4-year low.
Transport freight turnover excluding pipelines has fallen to a 4-year low.
Expenses for servicing domestic debt in Q2 2025 amounted to - 800 billion rubles
Growth +56% y/y
2/
Growth +56% y/y
2/
July 16, 2025 at 3:38 PM
Expenses for servicing domestic debt in Q2 2025 amounted to - 800 billion rubles
Growth +56% y/y
2/
Growth +56% y/y
2/
Today, the Russian Ministry of Finance sold federal bonds for 200 billion rubles.
Growth of bonds in circulation since the beginning of the year 2945 billion rubles
Absolute annual record
1/
Growth of bonds in circulation since the beginning of the year 2945 billion rubles
Absolute annual record
1/
July 16, 2025 at 3:34 PM
Today, the Russian Ministry of Finance sold federal bonds for 200 billion rubles.
Growth of bonds in circulation since the beginning of the year 2945 billion rubles
Absolute annual record
1/
Growth of bonds in circulation since the beginning of the year 2945 billion rubles
Absolute annual record
1/
Alternative sources data.
The state corporation DOM RF did not publish detailed statistics in a monthly breakdown, which indirectly indicates an attempt to hide the scale of the problem. The main thing is that sales have collapsed!
We are waiting for new Evergrande 😅
3/
The state corporation DOM RF did not publish detailed statistics in a monthly breakdown, which indirectly indicates an attempt to hide the scale of the problem. The main thing is that sales have collapsed!
We are waiting for new Evergrande 😅
3/
July 16, 2025 at 2:57 PM
Alternative sources data.
The state corporation DOM RF did not publish detailed statistics in a monthly breakdown, which indirectly indicates an attempt to hide the scale of the problem. The main thing is that sales have collapsed!
We are waiting for new Evergrande 😅
3/
The state corporation DOM RF did not publish detailed statistics in a monthly breakdown, which indirectly indicates an attempt to hide the scale of the problem. The main thing is that sales have collapsed!
We are waiting for new Evergrande 😅
3/
Collapse of the new building market
Assessment of sales of apartments in new buildings in June throughout Russia
Sale of apartments in units: -56% y/y
Sale of square meters: -55% y/y
Developers' revenue: -49% y/y
Assessment of sales of apartments in new buildings in June throughout Russia
Sale of apartments in units: -56% y/y
Sale of square meters: -55% y/y
Developers' revenue: -49% y/y
July 16, 2025 at 10:25 AM
Collapse of the new building market
Assessment of sales of apartments in new buildings in June throughout Russia
Sale of apartments in units: -56% y/y
Sale of square meters: -55% y/y
Developers' revenue: -49% y/y
Assessment of sales of apartments in new buildings in June throughout Russia
Sale of apartments in units: -56% y/y
Sale of square meters: -55% y/y
Developers' revenue: -49% y/y
Oil production in Russia fell by 3.5% y/y in January-May.
In 2024, the decline was 2.7%.
I believe that since the start of the war in 2022, Russia has lost 10% and will never restore this production, since the fields are depleted.
In 2024, the decline was 2.7%.
I believe that since the start of the war in 2022, Russia has lost 10% and will never restore this production, since the fields are depleted.
July 16, 2025 at 10:22 AM
Oil production in Russia fell by 3.5% y/y in January-May.
In 2024, the decline was 2.7%.
I believe that since the start of the war in 2022, Russia has lost 10% and will never restore this production, since the fields are depleted.
In 2024, the decline was 2.7%.
I believe that since the start of the war in 2022, Russia has lost 10% and will never restore this production, since the fields are depleted.
Collapse in the Russian construction market
In June, the volume of new housing construction decreased by 22%.
According to the results of January-June, the decline was 2.4%.
Russian statistical agency.
In June, the volume of new housing construction decreased by 22%.
According to the results of January-June, the decline was 2.4%.
Russian statistical agency.
July 16, 2025 at 5:32 AM
Collapse in the Russian construction market
In June, the volume of new housing construction decreased by 22%.
According to the results of January-June, the decline was 2.4%.
Russian statistical agency.
In June, the volume of new housing construction decreased by 22%.
According to the results of January-June, the decline was 2.4%.
Russian statistical agency.