Stanimir Dobrev @delfoo.bsky.social · 13hThe only debt auction for today that the Russian MinFin held was cancelled because of a lack of acceptable bids. Last yields got to 16,44%. I dare not imagine what was considered unacceptable. 46512
Stanimir Dobrev @delfoo.bsky.social · 13hRussia has extended its diesel fuel export ban till the end of October 2026. 1535
Stanimir Dobrev @delfoo.bsky.social · 29/09/2026Russian business news 29/Sep/2026: Putin signed a decree making the information about the fuel and energy sector classified. Things included are volumes sold, prices, buyers, sellers, routes, delivery times. Everything we used so far. www.kommersant.ru/doc/8989019kommersant.ruСливать не веленоПрезидент РФ засекретил информацию о топливно-энергетическом комплексе 1528
Stanimir Dobrev @delfoo.bsky.social · 29/09/2026Russia's largest real estate developer by square meters of housing being built SAMOLET has defaulted on its bonds today. It paid only 269,1 rubles out of the 1000 ruble coupon for its bonds. The company claims on the following day it paid in full. 510520
Stanimir Dobrev @delfoo.bsky.social · 28/09/2026Russian predictions are that by November the price of 3rd class wheat in Russia will drop to under 7500 rubles and there will be mass bankruptcies. The given government intervention seems to slightly larger than the increased carryover grain this year vs last year. 67513
Stanimir Dobrev @delfoo.bsky.social · 28/09/2026Russian business news 28/Sep/2026: The Hungarian OTP bank is considering exiting the Russian market as it plans to acquire the Estonian bank Luminor Bank AS and its presence on the Russian market is something Baltic regulators have flagged as an issue. www.kommersant.ru/doc/8988660kommersant.ruВенгерский OTP Bank готовится уйти из РоссииПодробнее на сайте 2606
Stanimir Dobrev @delfoo.bsky.social · 28/09/2026Putin signed a decree transferring the Russian assets of Metro to external management by the company UK Torg RUS, a company registered 20 days ago. This means there is no longer a Russian division of Metro it was seized. 15313
Stanimir Dobrev @delfoo.bsky.social · 28/09/2026This is an example of things breaking down for reasons that weren't initially even considered. It was expected that you can still ship vegetable oils by rail over Russian at a profit. But it seems the issue is you can't deal with the byproduct via rail. bsky.app/profile/delf... 38414
Stanimir Dobrev @delfoo.bsky.social · 28/09/2026Rostov's sunflower oil producing enterprises might close down because ships are not allowed to pass through the Kerch strait. This is because it's uneconomical to move the byproduct sunflower meal via railway. Without anywhere to put the excess meal they will have to shut down. 1493
Reposted by Stanimir DobrevTochnyi @tochnyi.info · 27/09/2026🎙️ Tochnyi Weekly 2 Oligarchs Break Free from Sanctions ▶️ Joseph ( @josephthomason.tochnyi.info ) ▶️ Stanimir ( @delfoo.bsky.social ▶️ Erlend ( @edrotning.tochnyi.info ) Sun 20:00 Berlin | 21:00 Kyiv | 14:00 New York Watch Here: www.youtube.com/live/-ITXdYs...youtube.com2 Oligarchs Freed from Sanctions - September 27, 2026YouTube video by Tochnyi 0279
Stanimir Dobrev @delfoo.bsky.social · 25/09/2026Russian business news 25/Sep/2026: The number of jewelry stores in Russia's 16 largest cities fell by 4,5% over the year to 7 900. This due to a drop in demand and shoppers buying online. At the same time the number of pawnshops is growing. www.kommersant.ru/doc/8974522kommersant.ruТонкая работаВ крупных городах России стало меньше ювелирных магазинов 1466
Stanimir Dobrev @delfoo.bsky.social · 25/09/2026Russian business news 24/Sep/2026: Pollock which is most popular fish Russia fishes has seen its wholesale price over 2026 increase by 59,3%. This is due to a growth in global demand of fish and a drop in cod sales which pollock offsets. www.kommersant.ru/doc/8973392kommersant.ruМинтай кусаетсяСамая добываемая российская рыба за год подорожала на 59,3% 1402
Stanimir Dobrev @delfoo.bsky.social · 25/09/2026Russia's Krasnodar krai is introducing additional support measures offering 5 billion rubles on top of the 6 billion rubles already spent on direct aid to farmers. They will also have SME loans for up to 5 million rubles at 0,1% interest. This is all because the ports are closed. 1486
Stanimir Dobrev @delfoo.bsky.social · 25/09/2026So the Russian Ministry of Agriculture sent a letter to the Ministry of Economic Development asking for a 12 month moratorium on bankruptcy for farmers and the Ministry of Economic Development seems to have said no, this doesn't sound serious enough. What a shitshow. 26011
Stanimir Dobrev @delfoo.bsky.social · 24/09/2026Russia's Krasnodar krai has declared an emergency due to the region's inability to export the harvest due the suspension of the work of the ports in the Azov and Black Sea basin and damage to logistics from the Ukrainian drones. Rostov oblast did this earlier. 18316
Stanimir Dobrev @delfoo.bsky.social · 24/09/2026Russia's second largest bank VTB says that the partnership deal with Wildberries was delayed due to the Ukrainian drone attacks and now is supposed to happen in the next month. It was already once postponed from August 2026 to September 2026. 1426
Stanimir Dobrev @delfoo.bsky.social · 24/09/2026The Russian Central Bank is reporting that there are difficulties for online marketplace sellers when attempting to restructure their bank loans after they lost goods in drone attacks. The way they are describing online marketplaces are not providing them with documents. 2414
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026Russian business news 23/Sep/2026: Spain will stop buying Russian LNG from January 1st 2027. www.kommersant.ru/doc/8972817kommersant.ruИспания подтвердила отказ от российского СПГ с 2027 годаПодробнее на сайте 1547
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026We again did a breakdown on the data for Russian road traffic accidents for August 2026 and compared it to August 2025. The results continue to confirm that Russian long distance travel by car suffered significantly. 47210
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026The Russian MinFin at the first auction for today managed to sell 113,472 billion rubles (113 billion 472 million, European decimal comma)of debt from the fixed coupon issue OFZ PD-26249 at a yield of 16,14%. rusbonds.ru/news/2026092...rusbonds.ruСредневзвешенная доходность ОФЗ 26249 на аукционе – 16,14%, размещены бумаги на 113,47 млрд руб.Последние новости рынка облигаций. Главные новости облигаций 2351
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026Russian official inflation as reported by Rosstat for the period from the 15th to the 21st of September was 0,06%. For September the inflation so far is 0,13% and the inflation is 4,81% for 2026. www.interfax.ru/business/111...interfax.ruИнфляция в РФ с 15 по 21 сентября составила 0,06%, годовая замедлилась до 6,26%Рост потребительских цен в РФ с 15 по 21 сентября составил 0,06% после роста на 0,02% с 8 по 14 сентября и на 0,05% с 1 по 7 сентября, сообщил в среду Росстат 1382
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026Russian authorities in Zabaikalsky krai brought back the 15 liter refueling limits per car because the shortage after the Duma elections again intensified. 2577
Stanimir Dobrev @delfoo.bsky.social · 23/09/2026I did an analysis of Russian and Ukrainian grain export data for the 2026-2027 season. When comparing to the prior 2025-2026 grain export season Ukraine's grain exports decreased noticeably but Russian grain exports outright collapsed. 28522
Reposted by Stanimir DobrevTochnyi @tochnyi.info · 23/09/2026⚠️ Ukraine Daily Update: 21 - 22 September 2026 @kelley7622.tochnyi.info On 22 September, Russian forces struck Kramatorsk with four FAB-250 guided aerial glide bombs, killing a 58-year-old man and wounding two people: a 53-year-old man and a 30-year-old woman. 2258
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026I want to focus more on this as the idea is to use increases in the electricity transmission tariff to cover war related costs for destroyed facilities and installing protection such as netting. It somehow is not supposed to impact the public magically. bsky.app/profile/did:... 2486
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026Russian business news 22/Sep/2026: Several public consumer organizations immediately opposed the bill developed by the Ministry of Economic Development tightening the rules for the return of goods purchased online as it limits the rights of consumers. www.kommersant.ru/doc/8971774kommersant.ruБороться и искать, найти и отказатьсяПотребители против ужесточения правил возврата купленных онлайн товаров 1385
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026n Kaluga region they are reintroducing limits on refueling for odd and even days based on the license number of the vehicle. 1503
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026The Russian Central Bank has held today the largest repo auction for banks in its history. 7 trillion rubles. When the weekly repos started they were supposed to be temporary things, now it's something the banking sector can't do without. Liquidity is definitely a problem. 38312
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026Comparison of grain exports in September by Ukraine and Russia rounded to the nearest 1000 tons. Russian data is for September 1st to 20th, Ukrainian is for September 1st to the 18th. 3726
Stanimir Dobrev @delfoo.bsky.social · 22/09/2026Russian wheat exports for the period 11-20th of September 2026 decreased by 73% year over to 347 000 tons. Barley exports decreased by 90% to 21 900 tons and cord by 70% to 11 800 tons. Wheat exports for September are now expected to be around 1 million tons. 67913
Reposted by Stanimir DobrevTochnyi @tochnyi.info · 22/09/2026⚠️ Ukraine Daily Update: 20 - 21 September 2026 @kelley7622.tochnyi.info On 21 September, a Russian strike hit a location in Voznesenskyi Raion, Mykolaiv Oblast, killing a 3-year-old boy despite the efforts of first responders to save the boy's life. 1258
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 21/Sep/2026: Putin signed a decree transferring the packaging plant Aptar Vladimir to the management of the company that manages the Danone assets in Russia now. It's in part run by Kadyrov's nephew. www.kommersant.ru/doc/8971607kommersant.ruПутин передал завод по упаковке во Владимире производителю «Растишки»Подробнее на сайте 1395
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026An expected decision from Russia's Ministry of Agriculture. The export duties on grain have been lowered to 0 till the rest of 2026. The export duties on sunflower oil and sunflower meal will be 7 748 and 312 rubles per ton respectively. 2472
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Earlier today Lukashenko said that all of Belarus' surplus of potash for export has already been contracted for export. There's no available volumes to export for Western countries. I think it's important to post this today. 1329887
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026The governor of Stavropol said that gasoline supplies will normalize in October. I wouldn't make statements like this when Ukrainian major attacks on Russian refineries continue. 2497
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 18/Sep/2026: According to the Russian Ministry of Agriculture so far 85% of the harvest in Russia has been completed and a total of 120 million tons of grain have been collected. www.kommersant.ru/doc/8970149kommersant.ruВ России с начала года собрано 120 млн тонн зернаПодробнее на сайте 1335
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 17/Sep/2026: Russian airlines are discussing with Japan and South Korea the resumption of the direct flights to the countries. www.kommersant.ru/doc/8956612kommersant.ruРоссия обсуждает возобновление прямых перелетов с Японией и Южной КореейПодробнее на сайте 1342
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 16/Sep/2026: For the period January-July 2026 the average bill of the largest Russian DIY chains 4-16%. This is due to a growth of the B2B segment where purchases are bigger, higher prices for seasonal goods and inflation. www.kommersant.ru/doc/8955542kommersant.ru 1280
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 15/Sep/2026: The pick up point network of the recently closed online marketplace Magnit Market will be used by the Russian electronics retailer M Video as part of its attempt to be a big online marketplace for electronics. www.kommersant.ru/doc/8954630kommersant.ruЭлектроника просится на полку«М.Видео» начнет продавать товары через сеть ПВЗ «Магнита» 1271
Stanimir Dobrev @delfoo.bsky.social · 21/09/2026Russian business news 14/Sep/2026: In Q2 2026 the Russian pet food imports grew by 21% year over year whilst domestic production by just 14,3%. This is linked to the stronger ruble at the time that helped import and low volume of imports in Q2 2025. www.kommersant.ru/doc/8952970kommersant.ruЗверский аппетит к заграничномуИмпорт кормов для домашних животных растет быстрее внутреннего производства 1304
Stanimir Dobrev @delfoo.bsky.social · 20/09/2026Here's a graph how much the Russian 9,7 billion railway subsidy will cover if Russian surplus grain from the south is redirected entirely to one possible export direction. However you slice it is nowhere near enough to support Russia's 3 main grain regions. 1647
Stanimir Dobrev @delfoo.bsky.social · 20/09/2026Here's a translated infographic on just the base transportation costs for Russian wheat from the main southern wheat producing regions. Only the Caspian seems like a viable profitable option as these are prices without VAT and without all railway shipping costs. 26012
Stanimir Dobrev @delfoo.bsky.social · 20/09/2026The Russian EXW grain index for class 3 wheat. The graph shows it dropping below the cost of produce at 9 000 rubles or around 107 USD per ton. 110014
Stanimir Dobrev @delfoo.bsky.social · 20/09/2026Over last night 450 flights were canceled or delayed at Moscow airports due to the Ukrainian drone attacks. 1698
Reposted by Stanimir DobrevTochnyi @tochnyi.info · 19/09/2026⚠️ Ukraine Daily Update: 17 - 18 September 2026 @kelley7622.tochnyi.info On 18 September, an entire family of 2 adults and 3 children, was injured as a result of a Russian attack in Fastivskyi Raion. 13213
Stanimir Dobrev @delfoo.bsky.social · 18/09/2026Russians have started doing pet vaccine tourism to Belarus to get western vaccines and medication that are no longer imported in Russia. The wait time is now 3 months. One additional factor is that a Russian produced vaccine recently killed over 300 dogs due to a virus in it. 47118
Reposted by Stanimir DobrevTochnyi @tochnyi.info · 18/09/2026⚠️ Ukraine Daily Update: 16 - 17 September 2026 @kelley7622.tochnyi.info On September 17, around 7:40 AM, Russian forces attacked a civilian man with an FPV drone near a public transport stop in the village of Kotivka, Kharkiv Oblast. 13313
Stanimir Dobrev @delfoo.bsky.social · 17/09/2026In Mongolia fuel sales are limited fuel sales due to a shortage linked to reduced Russian deliveries that account for 95% of the country's fuel supplies. Prices are up 50-200% and they had to urgently buy 3 000 tons of jet oil from China to help the tourist industry. 2567
Stanimir Dobrev @delfoo.bsky.social · 17/09/2026In what is called in Russia the Chernozem Region they have started selling gasoline class Euro-3 and Euro-4. 2533
Stanimir Dobrev @delfoo.bsky.social · 17/09/2026Second part of the thread on the fuel shortages in Russia this week. In Volgograd queues at gas stations shortened to 50 cars to as low 15-20 cars but local news found out that by the evening fuel remained at just one gas station. novostivolgograda.ru/news/2026-09...novostivolgograda.ru 2466
