Stanimir Dobrev
@delfoo.bsky.social
Asian buyers of Russian naphtha in November 2025 reduced their imports drastically by 57-80%. India reduced imports by 57% to 60 000 tons, China by 73,3% to 54 000 tons and Taiwan by 79,6% to 37 000 tons.
www.kommersant.ru/doc/8230449
www.kommersant.ru/doc/8230449
Нефтехимики ищут нероссийское
Экспорт нафты из РФ в Азию в ноябре резко сократился
www.kommersant.ru
November 25, 2025 at 6:27 PM
Asian buyers of Russian naphtha in November 2025 reduced their imports drastically by 57-80%. India reduced imports by 57% to 60 000 tons, China by 73,3% to 54 000 tons and Taiwan by 79,6% to 37 000 tons.
www.kommersant.ru/doc/8230449
www.kommersant.ru/doc/8230449
I want to focus on this. If the US and EE don't follow up the UK's sanctioning of the Beihai LNG terminal we will have one of the biggest failures of sanctions enforcement to date. And we need the US to enforce them specifically.
bsky.app/profile/delf...
bsky.app/profile/delf...
Two more LNG tankers from the Arctic LNG-2 project which is sanctioned unloaded their cargo at the Chinese Beihai LNG terminal. The UK sanctioned the Beihai terminal on October 15th 2025 for this.
www.kommersant.ru/doc/8229194
www.kommersant.ru/doc/8229194
Reuters: два танкера с «Арктик СПГ-2» разгрузились в Китае
Подробнее на сайте
www.kommersant.ru
November 24, 2025 at 7:05 PM
I want to focus on this. If the US and EE don't follow up the UK's sanctioning of the Beihai LNG terminal we will have one of the biggest failures of sanctions enforcement to date. And we need the US to enforce them specifically.
bsky.app/profile/delf...
bsky.app/profile/delf...
Russian Business news 24/November/2025:
AvtoVAZ will reduce the production of Ladas Tolyatti by 40% to 274 000. It's lower than the initial September 2025 projection that they would reduce the production at the Tolyatti plant to 300 000.
www.kommersant.ru/doc/8229277
AvtoVAZ will reduce the production of Ladas Tolyatti by 40% to 274 000. It's lower than the initial September 2025 projection that they would reduce the production at the Tolyatti plant to 300 000.
www.kommersant.ru/doc/8229277
АвтоВАЗ снизит выпуск Lada в Тольятти на 40%
Подробнее на сайте
www.kommersant.ru
November 24, 2025 at 7:04 PM
Russian Business news 24/November/2025:
AvtoVAZ will reduce the production of Ladas Tolyatti by 40% to 274 000. It's lower than the initial September 2025 projection that they would reduce the production at the Tolyatti plant to 300 000.
www.kommersant.ru/doc/8229277
AvtoVAZ will reduce the production of Ladas Tolyatti by 40% to 274 000. It's lower than the initial September 2025 projection that they would reduce the production at the Tolyatti plant to 300 000.
www.kommersant.ru/doc/8229277
It has begun, UAZ canceled the camping version of the Bukhanka. Supposedly they will return to building it in February 2026 when parts are again available but for a while there's been talk of a possible full cancellation of the Bukhanka as a whole.
www.kommersant.ru/doc/8229413
www.kommersant.ru/doc/8229413
November 24, 2025 at 4:10 PM
It has begun, UAZ canceled the camping version of the Bukhanka. Supposedly they will return to building it in February 2026 when parts are again available but for a while there's been talk of a possible full cancellation of the Bukhanka as a whole.
www.kommersant.ru/doc/8229413
www.kommersant.ru/doc/8229413
Russian sales of electronics and appliances have fallen by as much as 25% in some categories this year with people delaying purchases and choosing budget options with recovery expected only in 2026.
www.kommersant.ru/doc/8228529
www.kommersant.ru/doc/8228529
Покупатель оторвался от экранов
Смартфоны и телевизоры показали наибольшее снижение продаж среди электроники и бытовой техники
www.kommersant.ru
November 24, 2025 at 5:18 AM
Russian sales of electronics and appliances have fallen by as much as 25% in some categories this year with people delaying purchases and choosing budget options with recovery expected only in 2026.
www.kommersant.ru/doc/8228529
www.kommersant.ru/doc/8228529
This map is for the 17th to 23rd of November I wrote the wrong week, I also forgot to add this graph:
bsky.app/profile/did:...
bsky.app/profile/did:...
November 23, 2025 at 6:02 PM
This map is for the 17th to 23rd of November I wrote the wrong week, I also forgot to add this graph:
bsky.app/profile/did:...
bsky.app/profile/did:...
Map of Utilities outages in Russia for the week 10th to the 16th of November. This week we had a drop in the number of outages but the averages seem to be in line with 2024's levels.
November 23, 2025 at 5:09 PM
Map of Utilities outages in Russia for the week 10th to the 16th of November. This week we had a drop in the number of outages but the averages seem to be in line with 2024's levels.
The main story today in Russia is ... the discounts in online marketplaces that smaller banks' loyalty programs grant. SberBank, VTB, T-Banl ( formerly Tinkoff ) AlfaBank and Sovkombank have written to the Duma to ask it to ban the practice.
November 22, 2025 at 8:38 AM
The main story today in Russia is ... the discounts in online marketplaces that smaller banks' loyalty programs grant. SberBank, VTB, T-Banl ( formerly Tinkoff ) AlfaBank and Sovkombank have written to the Duma to ask it to ban the practice.
Russian Business news 21/November/2025:
For Q1-Q3 the net profit of 15 large Russian leasing companies was only 14,2 billion rubles. Only 3 companies showed profit growth, 4 recorded new losses and the rest saw a decrease in their profits.
www.kommersant.ru/doc/8213869
For Q1-Q3 the net profit of 15 large Russian leasing companies was only 14,2 billion rubles. Only 3 companies showed profit growth, 4 recorded new losses and the rest saw a decrease in their profits.
www.kommersant.ru/doc/8213869
Лизинг недосчитался доходов
Лишь три крупные лизинговые компании показали рост прибыли
www.kommersant.ru
November 22, 2025 at 8:24 AM
Russian Business news 21/November/2025:
For Q1-Q3 the net profit of 15 large Russian leasing companies was only 14,2 billion rubles. Only 3 companies showed profit growth, 4 recorded new losses and the rest saw a decrease in their profits.
www.kommersant.ru/doc/8213869
For Q1-Q3 the net profit of 15 large Russian leasing companies was only 14,2 billion rubles. Only 3 companies showed profit growth, 4 recorded new losses and the rest saw a decrease in their profits.
www.kommersant.ru/doc/8213869
Russian Business news 20/November/2025:
Russian airline S7 has finished the first stage of a plant that should repair CFM56-5B of Airbus A320 and CFM56-7B of Boeing 73 turbofan engines, as well as Honeywell auxiliary power units.
www.kommersant.ru/doc/8213230
Russian airline S7 has finished the first stage of a plant that should repair CFM56-5B of Airbus A320 and CFM56-7B of Boeing 73 turbofan engines, as well as Honeywell auxiliary power units.
www.kommersant.ru/doc/8213230
S7 достроила в Москве вторую очередь завода по ремонту двигателей Airbus и Boeing
Подробнее на сайте
www.kommersant.ru
November 21, 2025 at 8:08 PM
Russian Business news 20/November/2025:
Russian airline S7 has finished the first stage of a plant that should repair CFM56-5B of Airbus A320 and CFM56-7B of Boeing 73 turbofan engines, as well as Honeywell auxiliary power units.
www.kommersant.ru/doc/8213230
Russian airline S7 has finished the first stage of a plant that should repair CFM56-5B of Airbus A320 and CFM56-7B of Boeing 73 turbofan engines, as well as Honeywell auxiliary power units.
www.kommersant.ru/doc/8213230
Indian oil company Reliance from November 20th has stopped buying Russian oil. It previously had a long term contract for 500 000 barrels of Russian oil per day.
www.kommersant.ru/doc/8227718
www.kommersant.ru/doc/8227718
Индийская Reliance с 20 ноября прекратила закупки российской нефти
Подробнее на сайте
www.kommersant.ru
November 21, 2025 at 3:44 PM
Indian oil company Reliance from November 20th has stopped buying Russian oil. It previously had a long term contract for 500 000 barrels of Russian oil per day.
www.kommersant.ru/doc/8227718
www.kommersant.ru/doc/8227718
Russian Business news 19/November/2025:
With the US sanctions on Rosneft and Lukoil Russian seaborne oil export for Nov 10th to 16th dropped 12,7% to 291 000 tons per day with the biggest drop being 73,2% for Primorsk.
www.kommersant.ru/doc/8212874
With the US sanctions on Rosneft and Lukoil Russian seaborne oil export for Nov 10th to 16th dropped 12,7% to 291 000 tons per day with the biggest drop being 73,2% for Primorsk.
www.kommersant.ru/doc/8212874
Баррели ждут на берегу
Экспорт нефти из РФ морем упал до минимума с начала 2025 года
www.kommersant.ru
November 20, 2025 at 7:48 PM
Russian Business news 19/November/2025:
With the US sanctions on Rosneft and Lukoil Russian seaborne oil export for Nov 10th to 16th dropped 12,7% to 291 000 tons per day with the biggest drop being 73,2% for Primorsk.
www.kommersant.ru/doc/8212874
With the US sanctions on Rosneft and Lukoil Russian seaborne oil export for Nov 10th to 16th dropped 12,7% to 291 000 tons per day with the biggest drop being 73,2% for Primorsk.
www.kommersant.ru/doc/8212874
Russian official inflation as reported by Rosstat for the period 11th to the 17th of November stood at 0,11%. For November 2025 there's a inflation of 0,26% and inflation for the year so far 5,43%. Real fuel prices are largely ignored.
www.interfax.ru/business/105...
www.interfax.ru/business/105...
Годовая инфляция в РФ замедлилась до 8,09%
Интерфакс: Рост потребительских цен в РФ с 21 по 27 октября составил 0,16% после повышения на 0,22% с 14 по 20 октября, на 0,21% с 7 по 13 октября, 0,23% с 30 сентября по 6 октября, сообщил в среду Ро...
www.interfax.ru
November 19, 2025 at 7:49 PM
Russian official inflation as reported by Rosstat for the period 11th to the 17th of November stood at 0,11%. For November 2025 there's a inflation of 0,26% and inflation for the year so far 5,43%. Real fuel prices are largely ignored.
www.interfax.ru/business/105...
www.interfax.ru/business/105...
The Russian MinFin at the first auction for the day managed to sell 20,402 billion rubles (20 billion 402 million, European decimal comma)of debt from it only fixed coupon issue for today OFZ PD-26253 at a yield of 14,75%.
rusbonds.ru/news/2025111...
rusbonds.ru/news/2025111...
rusbonds.ru
November 19, 2025 at 7:49 PM
The Russian MinFin at the first auction for the day managed to sell 20,402 billion rubles (20 billion 402 million, European decimal comma)of debt from it only fixed coupon issue for today OFZ PD-26253 at a yield of 14,75%.
rusbonds.ru/news/2025111...
rusbonds.ru/news/2025111...
The US's OFAC has threatened Lukoil with revoking its sales license for Lukoil International GmbH which is going to be in use until December 13th depending on the actions of Lukoil including failing to engage in meaningful sale attempts.
www.kommersant.ru/doc/8212831
www.kommersant.ru/doc/8212831
США пригрозили ЛУКОЙЛу заморозкой лицензии на продажу Lukoil International GmbH
Подробнее на сайте
www.kommersant.ru
November 19, 2025 at 2:38 PM
The US's OFAC has threatened Lukoil with revoking its sales license for Lukoil International GmbH which is going to be in use until December 13th depending on the actions of Lukoil including failing to engage in meaningful sale attempts.
www.kommersant.ru/doc/8212831
www.kommersant.ru/doc/8212831
In Russia's Kemerovo region they have cut the expected 2026 regional budget revenues by 40 billion rubles from 209,58 billion to 169,64 billion. The reason for this is the crisis in the Russian coal mining industry.
www.mk-kuzbass.ru/social/2025/...
www.mk-kuzbass.ru/social/2025/...
Власти Кузбасса прогнозируют ощутимое сокращение финансовых поступлений в региональный бюджет на 2026 год
Оно может достичь сорока миллиардов рублей.
www.mk-kuzbass.ru
November 19, 2025 at 11:29 AM
In Russia's Kemerovo region they have cut the expected 2026 regional budget revenues by 40 billion rubles from 209,58 billion to 169,64 billion. The reason for this is the crisis in the Russian coal mining industry.
www.mk-kuzbass.ru/social/2025/...
www.mk-kuzbass.ru/social/2025/...
Russian natural gas giant NOVATEK lowered the price of by 30-40% LNG from its sanctioned Arctic LNG-2 project for Chiniese companies to buy it. In total 14 shipments were shipped to China from the project.
www.kommersant.ru/doc/8212276
www.kommersant.ru/doc/8212276
Reuters: НОВАТЭК снизит цены на СПГ для Китая
Подробнее на сайте
www.kommersant.ru
November 19, 2025 at 9:28 AM
Russian natural gas giant NOVATEK lowered the price of by 30-40% LNG from its sanctioned Arctic LNG-2 project for Chiniese companies to buy it. In total 14 shipments were shipped to China from the project.
www.kommersant.ru/doc/8212276
www.kommersant.ru/doc/8212276
Russian Business news 18/November/2025:
Russian semi-finished steel products after 3 weeks of stable prices decreased by 5-9 USD last week due a drop in domestic demand and the worsening global steel export market.
www.kommersant.ru/doc/8210838
Russian semi-finished steel products after 3 weeks of stable prices decreased by 5-9 USD last week due a drop in domestic demand and the worsening global steel export market.
www.kommersant.ru/doc/8210838
Сталь откатилась
Экспортные цены на стальную заготовку из РФ снизились впервые с октября
www.kommersant.ru
November 18, 2025 at 7:42 PM
Russian Business news 18/November/2025:
Russian semi-finished steel products after 3 weeks of stable prices decreased by 5-9 USD last week due a drop in domestic demand and the worsening global steel export market.
www.kommersant.ru/doc/8210838
Russian semi-finished steel products after 3 weeks of stable prices decreased by 5-9 USD last week due a drop in domestic demand and the worsening global steel export market.
www.kommersant.ru/doc/8210838
China has almost stopped buying Russian oil with the reason for the decrease being the sanctioning of the major Chinese refinery Shandong Yulong Petrochemical by the UK and US. Also contributing are the sanctions on Lukoil and Rosneft.
www.kommersant.ru/doc/8211807
www.kommersant.ru/doc/8211807
Bloomberg: Китай почти прекратил закупку российской нефти из-за давления США
Подробнее на сайте
www.kommersant.ru
November 18, 2025 at 2:02 PM
China has almost stopped buying Russian oil with the reason for the decrease being the sanctioning of the major Chinese refinery Shandong Yulong Petrochemical by the UK and US. Also contributing are the sanctions on Lukoil and Rosneft.
www.kommersant.ru/doc/8211807
www.kommersant.ru/doc/8211807
Russian's United Aircraft Corporation announced that it had handed over 2 Su-57 to another country and they were already in use. They don't specify the country in question.
www.kommersant.ru/doc/8211250
www.kommersant.ru/doc/8211250
ОАК передала два истребителя Су-57 иностранному покупателю
Подробнее на сайте
www.kommersant.ru
November 18, 2025 at 7:59 AM
Russian's United Aircraft Corporation announced that it had handed over 2 Su-57 to another country and they were already in use. They don't specify the country in question.
www.kommersant.ru/doc/8211250
www.kommersant.ru/doc/8211250
The Russian steel sector will not start to recover until H2 2026 according to analysts and steelmaker Severstal doesn't see a recovery before 2027. And Chinese exports are eating into Russian exports.
www.kommersant.ru/doc/8209979
www.kommersant.ru/doc/8209979
Металлам подрезали прогнозы
Цены на сталь могут восстановиться не ранее конца 2026 года
www.kommersant.ru
November 18, 2025 at 5:59 AM
The Russian steel sector will not start to recover until H2 2026 according to analysts and steelmaker Severstal doesn't see a recovery before 2027. And Chinese exports are eating into Russian exports.
www.kommersant.ru/doc/8209979
www.kommersant.ru/doc/8209979
Russian companies are preparing for mass layoffs in H1 2026 with cuts to staff being most likely in the banking sector, freight transportation and export oriented industries.
www.gazeta.ru/business/new...
www.gazeta.ru/business/new...
www.gazeta.ru
November 18, 2025 at 5:22 AM
Russian companies are preparing for mass layoffs in H1 2026 with cuts to staff being most likely in the banking sector, freight transportation and export oriented industries.
www.gazeta.ru/business/new...
www.gazeta.ru/business/new...
Last week another coal mine in Russia's Kuzbass coal mining region had issues paying wages this time for October and September. The Northern Kuzbass mine has only paid 10% of the wages for September.
www.mk-kuzbass.ru/social/2025/...
www.mk-kuzbass.ru/social/2025/...
Власти пообещали шахтерам "Северного Кузбасса" погасить задолженность по заработной плате до завершения последнего осеннего месяца
Об этом проинформировали в профильном министерстве Кузбасса.
www.mk-kuzbass.ru
November 18, 2025 at 5:00 AM
Last week another coal mine in Russia's Kuzbass coal mining region had issues paying wages this time for October and September. The Northern Kuzbass mine has only paid 10% of the wages for September.
www.mk-kuzbass.ru/social/2025/...
www.mk-kuzbass.ru/social/2025/...
The story itself should speak about how dire the situation is for Russian transport aviation but this quote from the article says it all. They have only 1 simulator for the Il-76. ONE, for all possible pilots.
x.com/delfoo/statu...
x.com/delfoo/statu...
November 17, 2025 at 8:09 PM
The story itself should speak about how dire the situation is for Russian transport aviation but this quote from the article says it all. They have only 1 simulator for the Il-76. ONE, for all possible pilots.
x.com/delfoo/statu...
x.com/delfoo/statu...
Russian Business news 17/November/2025:
The Russian Far East Railway saw an 11% reduction in container traffic for the period Jan-Oct 2025 down to 934 300 TEU. The number of loaded containers that were transported decreased by 12,8% to 850 000.
www.kommersant.ru/doc/8210137
The Russian Far East Railway saw an 11% reduction in container traffic for the period Jan-Oct 2025 down to 934 300 TEU. The number of loaded containers that were transported decreased by 12,8% to 850 000.
www.kommersant.ru/doc/8210137
Дальневосточная железная дорога с начала года сократила перевозки контейнеров на 11%
Подробнее на сайте
www.kommersant.ru
November 17, 2025 at 7:59 PM
Russian Business news 17/November/2025:
The Russian Far East Railway saw an 11% reduction in container traffic for the period Jan-Oct 2025 down to 934 300 TEU. The number of loaded containers that were transported decreased by 12,8% to 850 000.
www.kommersant.ru/doc/8210137
The Russian Far East Railway saw an 11% reduction in container traffic for the period Jan-Oct 2025 down to 934 300 TEU. The number of loaded containers that were transported decreased by 12,8% to 850 000.
www.kommersant.ru/doc/8210137