@ukrainewarpod.bsky.social
If Severstal isn't making a profit no one in Russia's steel industry is.
Posts by Stanimir Dobrev
The net profit of Russian steel maker Severstal for Q1 2026 dropped by 99,73% to 57 million rubles from 21,072 billion rubles in q1 2025. Revenue dropped 19% to 145,31 billion rubles and the EBITDA by 54% 17,94 billion rubles.
Yandex is considering launching a virtual mobile phone operators using the terrestrial network of VimpelCom.
www.kommersant.ru/doc/8604898
The Russian Central Bank lowered the USD exchange rate by 0,82 rubles from 76,05 rubles to 75,24 rubles per USD and the euro exchange rate by 1,25 rubles from 89,63 rubles to 88,38 rubles per euro.
www.banki.ru/news/lenta/?...
Russian banks after a 5 day outage restored their access to the Ministry of Interior's system for verifying people's passports. However at present only the largest banks have full access back to it. It's key for issuing online credits.
www.kommersant.ru/doc/8605683
The volume of shopping center commissioning in Moscow in Q1 2026 dropped by 92% to 6 200 square meters. By the end of 2026 125 000 square meters of shopping centers will be commissioned in Moscow or 42% less than in 2025.
www.kommersant.ru/doc/8603627
In Penza they plant to start the construction of the new terminal of the local airport in 2026. The value is 5 billion rubles and should allow the airport to raise the amount of passengers it can process from 400 000 to 700 000.
www.kommersant.ru/doc/8605466
Rosaviatsiya has lifted restrictions for flights to Iran and the UAE for Russian airlines. The decision was made with input from the Russian Foreign Ministry and the Russian Ministry of Transport.
www.kommersant.ru/doc/8605452
Russian large industrial companies Rusal and Euraz have sent a letter to Russian Prime Minister Mishustin to ask to impose a moratorium for 5 years on the increase in the electricity prices.
www.kommersant.ru/doc/8605384
The Tagansky District Court in Moscow fined Roblox 8 million rubles for failing to remove "LGBT propaganda" which is designated extremist content in Russia. Roblox's services aren't accessible from Russia.
www.kommersant.ru/doc/8605240
Germany will begin privatizing the German subsidiary of Gazprom. They plan to raise 1,5 to 2 billion euros and use them to expand its infrastructure asset management business. Till 2028 the German government should reduce its stake to 25%.
www.kommersant.ru/doc/8605095
The shareholders of Yandex approved 110 rubles per share in dividend for 2025.
www.kommersant.ru/doc/8605210
For Q1 2026 the retail price of salmon caviar in Russia dropped by 1,8% compared to 2025. The retail price for pink salmon caviar dropped by 14%. This is due to increase in production of pink salmon caviar by 60-65% in 2025.
www.kommersant.ru/doc/8605129
According to Russian diamond mining company Alrosa the price of diamonds in the next 2-3 years will grow by 50% to 180 USD per carat. This according to them is due to dwindling supply eating away at reserves formed in 2022 and 2023.
www.kommersant.ru/doc/8605077
For 2025 the profit of Russian biopharmaceutical company Promomed rose by 149% to 7,2 billion rubles. The company's revenue rose by 75,2% to 38 billion rubles and the EBITDA by 86% to 15 billion rubles.
www.kommersant.ru/doc/8605086
The Russian Federal Property Management Agency announced that it will sell all the assets of the gold miner Yuzhuralzoloto which it acquired through nationalization. The trading will commence in May 2026.
www.kommersant.ru/doc/8605011
Pig production for slaughter in Q1 2026 rose by 5,7% to 1,47 million tons showing the only meat production increase in Russia. This is due to increase investment but it's also putting pressure on prices with wholesale prices in April down 3%.
www.kommersant.ru/doc/8604780
The average retail price of Oranges in Russia in March 2026 dropped by 16,7% year over year and 5,8% month over month. For bananas the drop was 10,5 . This is due to a stronger ruble and retailers stocking the cheapest fruits available.
www.kommersant.ru/doc/8604820
The number of Russians who are self employed who made contributions to the voluntary social insurance launched in 2026 that allows they access to things like paid sick leave is only 25 000 out of 16 million.
www.kommersant.ru/doc/8604770
The Russian Ministry for Economic Development proposed a lower VAT rate for foreign goods of vital importance sold on online marketplaces at 3% in 2027, 6% in 2028 and 10% in 2029. The MinFin's VAT plans for imported goods are 14% in 2028 & 22% in 2029.
www.kommersant.ru/doc/8604901
In March Russian credit card issuance showed a sharp growth for the first time since December 2025. The number of new cards issued rose by 28% month over month to 1,36 million and the limits by 32% to 152,3 billion rubles. But a general recover is not expected.
www.kommersant.ru/doc/8604794
The share of artificial diamonds in jewelry sales in Russia in Q1 2026 rose by 190% to 6,9-25% share depending on the company. The reason is the increased availability of gems made in labs and the high margins of jewelry sold with them.
www.kommersant.ru/doc/8604785
Russian Business news 20/April/2026:
The number of new companies in Russia that provide funeral services in Q1 2026 grew by 20,8-37,5% to 500-524. The total companies in the sphere rose by 5,7% to 11 300.
www.kommersant.ru/doc/8604740
Useful cargo loads are noticeably lower than that. At @tochnyi.info we will continue to monitor tanker loading and if you want a more detailed coverage listen to yesterday's stream here:
www.youtube.com/watch?v=Z0M_...
For Vysotsk LNG terminal which was hit this week we didn't collect data. As usual we are more cautious when flagging tankers as loaded and we count them even if not under way or even if the shadow loaded. Also our tonnage data is higher than the actual as we use nominal DWT.
The rest of the ships would have loaded at the Caspian Pipeline Consortium. However petroleum products this week saw high loading volumes but the majority of ships are not under way. For Tuapse only 2 tankers were waiting at the anchorage and none loaded.
For Novorosyisk when adjusted only 1 tanker left the Novorosyisk oil terminal last week. Oil products were also low when adjusted. This week we have issues identifying Caspian Pipeline Consortium ships. This week only Samos may have actually loaded at Novorosyisk.
For Primorsk the adjusted crude loading when we factor loaded tankers that didn't leave is in line with the average for the port likely less due to our use of raw DWT. Oil product loading seems to have dropped below the average this week and we will adjust the numbers.
Russian tanker port data. At Ust-Luga the LNG terminal is still offline, the gas condensate loading has resumed, oil products loading recovered, the LPG loading has resumed. The adjusted crude oil data for last week shows shipments below the average 0,7 million barrels a day.