They seem somehow extra-desperate to save the NWF, right? I wonder why. I do bet they plan on letting the rouble weaken and *then* selling gold and yuan. Iirc they let it go to ~110/$ during their December 2024 sale.

New price data: Russian gasoline prices continues to increase.

Should people who have served in the Russian army after 2014 or 2022 be allowed in Europe? Guys say “hell no!” of course. But… Not being free to visit Paris or Berlin may be mildly annoying for some and even a problem for some professionals, but I fail to see a systemic interest. Yet

1/4 With differentiated mortgage subsidies seemingly now imminent, the broad shape of the Russian mortgage market for the rest of 2026 and into 2027, was for the state to reduce its involvement as further interest rate cuts enabled market rate borrowing to recover. This combination will limit net

Neither Russian refineries nor the Russian military industry seem to be prepared for a war against an opponent with real long-range strike capabilities. Changing this will be very expensive and time-consuming for Moscow.

*

Urals are back down to $44 a barrel 🎉 The volume of Russian oil at sea is increasing as sellers struggle to find buyers. 🎉 All good trends in the right direction for Ukraine.

The fuel price data in Rostat is now classified. For the last 2 weeks the Rosstat reported fuel prices went up if I am not mistaken by almost 5%. Inflation tracking is going to be fun from here on out.

👀👀👀👀👀 We’ve been waiting for that for five years

Russia Weaponizes Civilian Tanker in Baltic Sea, Surveillance Images Show www.occrp.org/en/scoop/rus...

That was predicted. Limiting trucks fuel take as low as 100l creates total logistics 'dead zones'. Trucks can't go in because next station is longer than 100l away

russian fixed-rate government debt (OFZ-PD) makes up ~70% of its total debt. The chart reveals a looming fiscal squeeze: even without a budget deficit, a massive "maturity wall" is forcing russia to roll over old, cheap debt into new, high-interest bonds 🧵 1/4 Tldr russia be fracked

20% budget deficit before even the end of the first semester is pretty cray cray

Shit… just as oil prices were starting to go down.

If you plot all successful “Flamingo” strikes in 2026 on a map a pattern emerges. All 7 targets were located along the rivers of the Volga and Kama. River channels effectively provide a “free” way to avoid dealing with terrain elevation and route planning for low-altitude flight. t.me/oko_gora

For no apparent reason, I’m being reminded of an article read a while ago which noted that since weather science developed fast during WWI, it was heavily influenced in its vocabulary and graphical representation by military maps.

Oopsie, if that goes further like this, then Mordor has an issue with the budget. I think the yearly budget deficit is not only 75bn (as up to date) but it will be rather 150bn - maybe even more as the economy might go into a free fall when the gasoline and diesel shortage goes on for longer.

Russian Ural oil discounts on the Indian market compared to Dated Brent have risen to the highest since March where as Russian Ural oil price before transportation at the Baltic ports and Novorossiysk have fallen to 55,71 and 56,46 USD per barrel.

I have a new policy brief on Russia's wartime economy (with Mariia Dzholos and Oleksii Shpanel-Yukhta. TL;DR: Russia can't sustain this war much longer without imposing substantial hardship on its population. Accompanying op-ed here: voxukraine.org/en/russia-s-...

💥 INVESTIGATION: After 4 years of Russia's full-scale war, firms effectively controlled by Russian or Belarusian interests still operate across Europe. Russian millionaire Vasily Smetanin, tied to Sberbank, does business via Polish firms. VSquare.org

#Russia inflation picking up, as gasoline prices shoot up. Consumer prices have risen 4.6% since the end of 2025. Vodka +12.6% Sugar +11.0% Gasoline +9.9% Beef +9.1% Color TV -1.7%

1\ Russian 10-year debt yields are up to 15.86%. +0.7% in 7 days. Russia cancelled its bond auction this week because of "volatility". Every lost week means they need to find more money later to fill the gaping budget hole. I've warned about this before... OPINION THREAD:

The Insider is substantive and insightful as always, revealing these connections and entanglements with Russian savages. theins.press/en/inv/294041

Discount on Russian crude oil in Chinese oil imports back to 12%, i.e. where it was before Trump attacked Iran. Let's see what happens now that the overall oil prices are back to pre-war level.

Um… four and a half years after the full-scale invasion?

I wouldn’t bet on it buuuuuuut let’s see

Summer of 1989 vibes intensify

‼️ Russia: “"This could lead to a food disaster." Farmers in the Altai Territory are left without fuel.” 👀 ru.themoscowtimes.com/2026/06/25/e...

A bit later than expected but I guess VVP did not want to ruin his Saint Pete economic forum.

Insert penile joke

Got to hand it to the Russians: using the real stuff as decoy is next level. @darthputinkgb.bsky.social is and remains the master of maskirovska, a chess player of unparalleled brilliance and… uuuuh did you know he has the special spy walk because he’s basically the best spy who ever spied!

‼️ The Moscow Stock Exchange continues to crash out! The Moscow Index fell 4.1% today alone.

Could be a (admittedly very elaborate) decoy.

Fig 1. Oil exports are rising Fig 2. Currency revenue has collapsed Fig 3. Russian oil is starting to get stuck at sea again (the US did not extend the exemption so problems with sales have begun) Fig 4. Port shipment table. Novorossiysk, bitch, is working. We need to bomb it. -Yevgeny Istrebin

Several absolute Russian scumbags have been removed from the SDN list this morning, including Otkritiye executive Irina Kremleva (I haven’t seen anything indicated she’s deceased) and the son of sanctioned oligarch Vladimir Potanin. ofac.treasury.gov/recent-actio...

Trading Economics: "Brent fell toward $76 per barrel on Wednesday". Russian oil even cheaper. Russian oil tax revenues will arrive at the end of July and for June *average* performance. If things continue as they are, July performance will drop and Russia's windfall would end with August income.

Norbert Elias. Am I right?

‼️ Russia: “At the request of the Prosecutor General's Office, a Moscow court has seized two plants belonging to European Bearing Corporation (EBC), Russia's largest bearing manufacturer.” 🇷🇺: *Yoink* www.kommersant.ru/doc/8763271

I’m little worried, is the White House planning to take out Macron, Maduro-style?

The Kaliningrad jammer-spoofer komplex completely broke the navigation systems of shadow tanker PATE 9338905 as she passed south Baltic Sea last 24h. Normally, systems recover but this one seem to suffer a severe concussion or intoxication. Just an anecdote =)

Moscow's Gulag History Museum — Russia's only major institution preserving memory of Stalinist repression without state pressure — is now replaced by a state-backed museum documenting Nazi crimes against Soviet civilians. The new "Memory Museum" opened in Moscow today. meduza.io/en/feature/2...

Labour leader in black shirt? Sorry, pet peeve but you cannot be a leftist and sport the sort of outfit making you look like you’re about to kill Matteotti.

Mood in Russia

I want to repeat something about Russian road logistics companies. They operate at a 3% margin doubling the price of diesel is an extinction level event for them. Have that in mind as the crisis starts to unfold and high diesel prices are here to stay.

Hear me out: So VVP gets Traber (who knows literally where the corpses are buried) in jail (and probably an untimely grave). But, why? Cause he’s retiring! A dude who knows a few embarrassing stories is not a threat to the man in the Kremlin. To a regular Joe with a lot of enemies, though…

Here's a bright idea from a member of the Russian Duma's LDPR faction. Ban VPNs because that's how the news about the shortage is spreading and not because there's an actual physical shortage of gasoline.

Wow! No fuel in Crimea anymore - this is pretty significant, because it can cause hoarding in other regions, worsening the shortages. A ban on gasoline sales on this scale has never happened before in Russia (NB: Crimea is Ukraine).

Russian Business news 17/06/2026: For the period January-May 2026 the sale of honey on the Russian market decreased by 7-8% in terms of physical volumes. The drop is due to the increase in the price of honey by 12-16% year over year. www.kommersant.ru/doc/8739516

I want to point something out. This is the real price of gasoline in Moscow because it's from a gas station chain that can't operate at a loss, has to buy fuel on the open wholesale market and doesn't have a back channel directly to the government.