what do these numbers mean?
@paavels.bsky.social
It's a miracle!
December 28, 2025 at 6:38 PM
It's a miracle!
Zubarevich interview. Back story, the interviewer is RBK TV host. He desperately tries to ask questions to get answers from "all is great/not that bad" category. But the answers are not what he expects. Although she is using September numbers still. Fun quote:
Дефицит бюджета, релокация госкомпаний и ипотечный ценз: что в итоге с российскими регионами?
YouTube video by Таманцев. В итоге
www.youtube.com
December 27, 2025 at 8:25 PM
Zubarevich interview. Back story, the interviewer is RBK TV host. He desperately tries to ask questions to get answers from "all is great/not that bad" category. But the answers are not what he expects. Although she is using September numbers still. Fun quote:
Rosteh is front for majority of weapons factories (all money flowing through them). And majority of those factories have credit line in banks to support them while they fulfill govt contracts. What if they all decide to stop their payments to banks? That's a lot of power leverage. Just asking..
December 27, 2025 at 5:30 PM
Rosteh is front for majority of weapons factories (all money flowing through them). And majority of those factories have credit line in banks to support them while they fulfill govt contracts. What if they all decide to stop their payments to banks? That's a lot of power leverage. Just asking..
Please note that industrial output stats is -0.7%. This is what I was about to post. Now look at M2 index. Things do not match there as well. While certain individual stats do look okay-ish, the big picture does not fit together.
#EvgenIstrebin 🇺🇦
In November, 🇷🇺 Russia experienced a massive industrial collapse.
Pumps -38%
Bearings -37%
Tractors -61%
Bulldozers -53%
Elevators -37%
Internal combustion engines -48%
Cars -34%
Buses -17%-28%
Trucks -43%
Car bodies -38%
Trailers -33%
Electric locomotives -24%
Railway cars -40%-44%
In November, 🇷🇺 Russia experienced a massive industrial collapse.
Pumps -38%
Bearings -37%
Tractors -61%
Bulldozers -53%
Elevators -37%
Internal combustion engines -48%
Cars -34%
Buses -17%-28%
Trucks -43%
Car bodies -38%
Trailers -33%
Electric locomotives -24%
Railway cars -40%-44%
December 26, 2025 at 2:13 PM
Please note that industrial output stats is -0.7%. This is what I was about to post. Now look at M2 index. Things do not match there as well. While certain individual stats do look okay-ish, the big picture does not fit together.
I'll be assembling new Bingo card for 2026 RU economy. Since they are and will be struggling for budget revenues, bingo card theme will be about things they will attempt to increase budget revenues. It will probably take several days.
December 24, 2025 at 11:42 AM
I'll be assembling new Bingo card for 2026 RU economy. Since they are and will be struggling for budget revenues, bingo card theme will be about things they will attempt to increase budget revenues. It will probably take several days.
This is _not_ a prediction. We had this sh*t since start of computers. Have a Word document with text background set to black. Things do not change, literacy is still low. And I'm not talking about computers.
December 24, 2025 at 11:33 AM
This is _not_ a prediction. We had this sh*t since start of computers. Have a Word document with text background set to black. Things do not change, literacy is still low. And I'm not talking about computers.
Reposted by what do these numbers mean?
1\ What happens to Russia if oil prices stay around recent levels?
Tl;dr at recent prices + exchange rates, my guesstimate is they'd end up 3-4tr rub short in 2026.
Prices & exchange rates will change though.
Here are a few things I noticed looking through Russian tax tables...
Tl;dr at recent prices + exchange rates, my guesstimate is they'd end up 3-4tr rub short in 2026.
Prices & exchange rates will change though.
Here are a few things I noticed looking through Russian tax tables...
December 23, 2025 at 5:55 AM
1\ What happens to Russia if oil prices stay around recent levels?
Tl;dr at recent prices + exchange rates, my guesstimate is they'd end up 3-4tr rub short in 2026.
Prices & exchange rates will change though.
Here are a few things I noticed looking through Russian tax tables...
Tl;dr at recent prices + exchange rates, my guesstimate is they'd end up 3-4tr rub short in 2026.
Prices & exchange rates will change though.
Here are a few things I noticed looking through Russian tax tables...
Hmm. Hey, let's tax imported trucks.
russia - Kamaz is sad situation
KAMAZ sees no signs of revival in truck sales in Russia
KAMAZ sees no signs of revival in truck sales in Russia
December 23, 2025 at 12:52 AM
Hmm. Hey, let's tax imported trucks.
December 21, 2025 at 6:11 PM
Reposted by what do these numbers mean?
In 2024 alone Scotland’s surplus electricity trade was worth between £2 and £3bn talkingupscotlandtwo.com/2025/12/18/i...
In 2024 alone Scotland’s surplus electricity trade was worth between £2 and £3bn
Professor John Robertson OBA From Energy Statistics for Scotland – Q3 2025 published yesterday the above and: Total electricity consumption in Scotland in 2024 was 21.7 TWh. This is down 26.6% from…
talkingupscotlandtwo.com
December 18, 2025 at 10:54 PM
In 2024 alone Scotland’s surplus electricity trade was worth between £2 and £3bn talkingupscotlandtwo.com/2025/12/18/i...
Oh, tomorrow RCB meeting. I would agree with experts on 0.5% rate decrease. Makes sense from politics standpoint.
Oh and btw for inflation going down - sure, that happens if spending drops.
Oh and btw for inflation going down - sure, that happens if spending drops.
December 18, 2025 at 9:35 PM
Oh, tomorrow RCB meeting. I would agree with experts on 0.5% rate decrease. Makes sense from politics standpoint.
Oh and btw for inflation going down - sure, that happens if spending drops.
Oh and btw for inflation going down - sure, that happens if spending drops.
Oh no.
‼️ Russia: “Russia's government has ordered Russian Railways to sell a 62-floor central Moscow skyscraper to help the railway monopoly pay off some of its $50 billion debt, three sources told Reuters.”
www.reuters.com/business/fin...
www.reuters.com/business/fin...
December 18, 2025 at 8:19 PM
Oh no.
I did notice how good ru adverts are now. Like really catchy. I imply that companies are spending on more marketing. Which is a logical move.
December 16, 2025 at 6:01 AM
I did notice how good ru adverts are now. Like really catchy. I imply that companies are spending on more marketing. Which is a logical move.
Everybody in RU are waiting for key rate to drop and RUB devaluation. In their mind that's the solution.
.. and if key rate drops, people would withdraw money from deposits and start buying property.. and other fairy tales.
Middle of month, need to write something, stay tuned.
.. and if key rate drops, people would withdraw money from deposits and start buying property.. and other fairy tales.
Middle of month, need to write something, stay tuned.
December 16, 2025 at 5:55 AM
Everybody in RU are waiting for key rate to drop and RUB devaluation. In their mind that's the solution.
.. and if key rate drops, people would withdraw money from deposits and start buying property.. and other fairy tales.
Middle of month, need to write something, stay tuned.
.. and if key rate drops, people would withdraw money from deposits and start buying property.. and other fairy tales.
Middle of month, need to write something, stay tuned.
Due the demand for mortgages in RU plenty of shady construction companies did appear (or were already there).
Not really in mood for trying to decipher how many mortgages are flats and how many are houses. And attempt to establish projected numbers.
Not really in mood for trying to decipher how many mortgages are flats and how many are houses. And attempt to establish projected numbers.
December 5, 2025 at 9:17 PM
Due the demand for mortgages in RU plenty of shady construction companies did appear (or were already there).
Not really in mood for trying to decipher how many mortgages are flats and how many are houses. And attempt to establish projected numbers.
Not really in mood for trying to decipher how many mortgages are flats and how many are houses. And attempt to establish projected numbers.
Reposted by what do these numbers mean?
1\ Good point raised here.
Russia did over 3tr rub repo "temporary money creation" yesterday. Their bond proceeds today were under 0.15tr rub (face value higher).
Repo says there're liquidity problems.
What's the extra cash for? I can think of better and worse scenarios.
Russia did over 3tr rub repo "temporary money creation" yesterday. Their bond proceeds today were under 0.15tr rub (face value higher).
Repo says there're liquidity problems.
What's the extra cash for? I can think of better and worse scenarios.
Russia only sold 152 bn in bonds this morning. So, there’s probably a liquidity crunch happening. Unless the Ministry of Finance is preparing to offer more floaters and the banks are saving up (doubtful that banks are saving REPO funds up).
Wow! 🚨 In one of the largest REPO auctions ever, Russia’s central bank injected 3.27 trillion rubles into the banking system today. That’s 1.5% of nominal GDP in a single week.
www.cbr.ru/eng/hd_base/...
www.cbr.ru/eng/hd_base/...
December 3, 2025 at 5:57 PM
1\ Good point raised here.
Russia did over 3tr rub repo "temporary money creation" yesterday. Their bond proceeds today were under 0.15tr rub (face value higher).
Repo says there're liquidity problems.
What's the extra cash for? I can think of better and worse scenarios.
Russia did over 3tr rub repo "temporary money creation" yesterday. Their bond proceeds today were under 0.15tr rub (face value higher).
Repo says there're liquidity problems.
What's the extra cash for? I can think of better and worse scenarios.
Feel like bad news from RU economy just pouring in.
Milov's team assembled projected regional deficits from local news articles. And we're on Dec 4.
www.youtube.com/watch?v=rxyW...
Milov's team assembled projected regional deficits from local news articles. And we're on Dec 4.
www.youtube.com/watch?v=rxyW...
Триллионные дефициты региональных бюджетов. Денег регионам ждать неоткуда
YouTube video by Владимир Милов
www.youtube.com
December 4, 2025 at 12:02 AM
Feel like bad news from RU economy just pouring in.
Milov's team assembled projected regional deficits from local news articles. And we're on Dec 4.
www.youtube.com/watch?v=rxyW...
Milov's team assembled projected regional deficits from local news articles. And we're on Dec 4.
www.youtube.com/watch?v=rxyW...
Reposted by what do these numbers mean?
PS: Strictly speaking, based on historical averages, the expected deficit is 3.8% of GDP.
December 3, 2025 at 1:41 PM
PS: Strictly speaking, based on historical averages, the expected deficit is 3.8% of GDP.
December 1, 2025 at 10:00 PM
Report: Short-term and medium-term forecast for freight rail transport performance for 2025-2027
ipem.ru/content/krat...
ipem.ru/content/krat...
Краткосрочный и среднесрочный прогноз показателей работы грузового железнодорожного транспорта на 2025-2027 годы
IPEM
ipem.ru
December 1, 2025 at 8:23 PM
Report: Short-term and medium-term forecast for freight rail transport performance for 2025-2027
ipem.ru/content/krat...
ipem.ru/content/krat...
Rail loadings - november
Coal coal coal.
Coal coal coal.
December 1, 2025 at 8:05 PM
Rail loadings - november
Coal coal coal.
Coal coal coal.
November 29, 2025 at 11:08 PM
Education and numbers.
I need to bring this up to attention because it's often overlooked and is crucial part of understanding.
The is no school in the world which prepares how to handle any economic challenges.
To give you analogy, let's take driving school. Most common advice..
I need to bring this up to attention because it's often overlooked and is crucial part of understanding.
The is no school in the world which prepares how to handle any economic challenges.
To give you analogy, let's take driving school. Most common advice..
November 28, 2025 at 11:16 PM
Education and numbers.
I need to bring this up to attention because it's often overlooked and is crucial part of understanding.
The is no school in the world which prepares how to handle any economic challenges.
To give you analogy, let's take driving school. Most common advice..
I need to bring this up to attention because it's often overlooked and is crucial part of understanding.
The is no school in the world which prepares how to handle any economic challenges.
To give you analogy, let's take driving school. Most common advice..