Reposted by SeyyonPrune60 @prune602.bsky.social · 01/10/2026‼️ Russian Railways September 2026 Loading Update Thread Things have gotten worse, and Russian Railways is back on track to have worse loading than in 2009 if they don’t speed up. Also check out data on 👉 Oil & Oil Products Note: Full data tables are provided in the thread. 1233169
Reposted by SeyyonRobin Brooks @robin-j-brooks.bsky.social · 02/10/2026We're now getting the usual dynamic when the Euro zone blows up. As yields for high-debt places like France and Italy head off into the stratosphere, yields for low-debt safe havens like Germany, Sweden and Switzerland are falling. The Euro zone is broken... robinjbrooks.substack.com/p/the-debt-c... 1153
Reposted by Seyyonmonstars.bsky.social @monstars.bsky.social · 25/09/2026Infiltration Mechanics - Days of suffering, compressed into seconds 0166
Reposted by Seyyonleoskyview.bsky.social @leoskyview.bsky.social · 10/09/2026Technical documentation & reference thread on Russian budget financing. This will be boring for 99.99% of people, but it will be useful evidence for later. Here is a table with OFZ bond auction results published by Russia's MinFin. Source: minfin.gov.ru/en/policy_is... 1226
Reposted by SeyyonUkraine War Brief Podcast @ukrainewarpod.bsky.social · 10/09/2026Ukraine struck 2 gas complexes in Yamalo Nenets Autonomous Okrug, over 3,000km from Ukraine. 🤯 The two facilities are deeply involved in gas processing in Russia. 2547
Reposted by SeyyonChrisO_wiki @chriso-wiki.bsky.social · 04/09/202610/ Some countries are even benefitting from the war, such as India – which is selling back to Russia Indian-produced gasoline refined from Russian-exported oil, at a big mark-up – and China, which has effectively made Russia a dependent subordinate power. 1933
Reposted by SeyyonSwissDataGuy @swissdataguy.bsky.social · 28/08/2026Russia money supply growth just flipped. 2024-25: M2 (savings/term deposits) grew fastest as the CBR key rate hit 20% --> people chased high deposit yields. 2026: key rate cut to 14%, and now M0 (cash) +18.5% YoY beats M2 +13.2%. Deposits lost their edge. 2153
Reposted by SeyyonPrune60 @prune602.bsky.social · 26/08/2026Also for fun, here’s a graph of some of that bond curve data. 2271
Reposted by SeyyonChrisO_wiki @chriso-wiki.bsky.social · 23/08/20267/ For 2026, the revenue from the fee was forecast to rise to almost 1.65 trillion rubles ($19.7 billion), a 46.7% increase. However, in the seven months up to the end of July 2026, the Russian treasury has only collected 309.2 billion rubles ($3.7 billion). 2813
Reposted by SeyyonJanis Kluge @jakluge.de · 20/08/2026Here is another chart on Russian household assets (excluding businesses). Both transferable deposits and ruble cash increased from a year ago. 2396
Reposted by SeyyonJanis Kluge @jakluge.de · 20/08/2026Some clarification on "Russians are withdrawing cash" - below you see cash in circulation (blue line). True, it has increased. But when you check deposits (green line), they have also increased. Russians are not withdrawing their money. The share of cash remained mostly the same. 25810
Reposted by SeyyonUkraine War Brief Podcast @ukrainewarpod.bsky.social · 16/08/2026The Koledino Wildberries warehouse—the second largest in the company—burns out of control 🔥 4729
Reposted by SeyyonPrune60 @prune602.bsky.social · 12/08/2026‼️ 🇷🇺 NWF Update As of August 2026: The liquid portion of the Russian National Welfare Fund holds: 👉 189.6833 Billion Yuan (-0.1105 billion) 👉 141.2417 tons of gold (+0.1589 tons) 👉 0 Billion Rubles (0 billion) (Totals for July) Ultimately not much changed, it was just moved around 411421
Reposted by SeyyonJanis Kluge @jakluge.de · 03/08/2026Attention: new original data source unlocked! Based on federal budget reports, I estimated the number of Russian troops in Ukraine, both mobilized and contract soldiers. The numbers are based on different salary top-ups that Russian troops in Ukraine receive. janiskluge.substack.com/p/the-compos... 620257
Reposted by Seyyonleoskyview.bsky.social @leoskyview.bsky.social · 25/07/20263\ Countries are not directly analogous to people: but if I were to draw parallels: Russia has *almost* run down their savings and retirement accounts. They've cancelled important maintenance on their house & car: things like replacing electrical panels, waterproofing and changing the brakes. 171
Reposted by SeyyonJanis Kluge @jakluge.de · 28/07/2026I analyzed dozens of reports from Russian municipalities and found a lot of fascinating insights about how Russian recruitment actually works. At the core, the recruitment machine is a multilayered system of quotas, going all the way from the Kremlin down to the smallest village. 713636
Reposted by SeyyonPrune60 @prune602.bsky.social · 20/07/2026‼️ Russia: “The Ministry of Finance of the Russian Federation hereby announces the suspension of auctions for the placement of OFZs to facilitate the stabilization of debt market conditions. Information regarding the resumption of OFZ placement auctions will be communicated in due course.” 816824
Reposted by SeyyonStanimir Dobrev @delfoo.bsky.social · 09/07/2026Russian oil and gas revenues for H1 2026 dropped 22,7% vs 2025 to reach 3,66 trillion rubles. Non oil and gas revenues rose 16,3% to 14,96 trillion rubles. The Russian federal budget deficit for H1 2026 was 5,731 trillion rubles or 2,345 trillion rubles higher than in H1 2025. 26210
Reposted by SeyyonPrune60 @prune602.bsky.social · 07/07/2026‼️ Russia: “Russian businesses are sinking deeper into debt—and increasingly failing to pay them off.” 👉 “Overdue corporate liabilities have grown by almost 20% in a year, reaching a record 7 trillion rubles, according to Rosstat data” iz.ru/2128132/olga... 414826
Reposted by SeyyonPrune60 @prune602.bsky.social · 03/07/2026‼️ Russia: “Queues at Russian gas stations are now visible from space.” ⛽️ ru.themoscowtimes.com/2026/07/03/o... 611918
Reposted by SeyyonJanis Kluge @jakluge.de · 28/06/2026Russia doesn't have access to China's domestic capital market, so the RU government only attracts yuan from Russian exporters on the (rather small) Russian yuan market. It won't play a major role going forward. 291
Reposted by SeyyonPrune60 @prune602.bsky.social · 23/06/2026‼️ Russia: “By April, Russians' and companies' tax arrears reached a record 4 trillion rubles, an increase of approximately one-third compared to the same period last year” 🍿 iz.ru/2119968/mila... 617021
Reposted by SeyyonPrune60 @prune602.bsky.social · 19/06/2026For the sale of Yuzhuralzoloto, the price dropped from 👉 162.02 billion rubles To 👉 93.16 billion rubles The minimum threshold was 👉 81 billion rubles 0441
Reposted by SeyyonJanis Kluge @jakluge.de · 19/06/2026Ukrainian drones are impacting Russian monetary policy: Because of rising gasoline prices, Central Bank chief Nabiullina could only lower interest rates by 0.25%, less than expected and hoped for by Russian business. 0486
Reposted by SeyyonPrune60 @prune602.bsky.social · 11/06/2026‼️ Russia: “Peskov called the situation in the Russian banking sector absolutely stable and under control.” 👀 www.interfax.ru/business/109... 279844167
Reposted by SeyyonPrune60 @prune602.bsky.social · 05/06/2026‼️Russia: “Major insurance companies have begun offering coverage for military risks, including drone debris, blast waves, and air defense systems, as part of their personal property insurance policies.” 🇷🇺: 15% extra for drones! www.kommersant.ru/doc/8712262 18411
Reposted by SeyyonPrune60 @prune602.bsky.social · 01/06/2026‼️ Russia: “The Central Bank and the Ministry of Finance warned Putin that the economy would not withstand a continuation of the war.” According to reporting from Bloomberg It sounds like there’s some drama! ru.themoscowtimes.com/2026/06/01/t... 1522553
Reposted by Seyyon🦋Special Kherson Cat🐈🇺🇦 @specialkhersoncat.bsky.social · 28/05/2026🇸🇪🇺🇦 Ukraine and Sweden signed an agreement on Gripen fighter jets during a joint press conference in Uppsala! The agreement includes enabling the procurement of up to 20 Gripen E/F fighters using EU-backed funding, while Sweden also donates 16 Gripen C/D aircraft as direct military assistance. 1853385
Reposted by SeyyonPrune60 @prune602.bsky.social · 26/05/2026‼️ Russia: “VTB's Supervisory Board recommended paying dividends for 2025 in the amount of 9.71 rubles per share and conducting an additional share issue.” 🤨 IT’S ONLY BEEN NINE DAYS SINCE WE HEARD THERE “WERE NO PLANS”! ru.themoscowtimes.com/2026/05/26/n... 5795
Reposted by SeyyonStanimir Dobrev @delfoo.bsky.social · 26/05/2026The Russian government tried everything it could to sell Yuzhuralzoloto at the second auction, it wrote off a 17 billion ruble debt to the previous owner from whom they nationalized the company, it instituted a dutch auction for half the price. Still no valid bids. 4537
Reposted by SeyyonThe hedgehog @the-hedgehog.bsky.social · 25/05/2026"The first medical battalion carried out a successful evacuation of a wounded Ukrainian assault soldier thanks to the NRK with an armored capsule. During the operation, the vehicle detonated on a mine twice. Despite the explosions, the armored capsule protected the wounded soldier from the debris." 0305
Reposted by SeyyonRobin Brooks @robin-j-brooks.bsky.social · 19/05/2026"Liz Truss"-style bond market blow-ups, where the currency falls sharply, are becoming more common in the G10. The US had such a blow-up in April 2025 after the reciprocal tariff roll-out and Japan has been in such a blow-up going on two years now... robinjbrooks.substack.com/p/liz-truss-... 393
Reposted by SeyyonPrune60 @prune602.bsky.social · 18/05/2026‼️ Russia: “Russian authorities failed to sell the state-owned stake in the nationalized gold miner Yuzhuralzoloto (UGK) at the first auction due to a lack of bidders” *sad * ru.themoscowtimes.com/2026/05/18/r... 712516
Reposted by SeyyonPrune60 @prune602.bsky.social · 18/05/2026‼️ Russia: “The auction for the Moscow Towers skyscraper in Moscow City, owned by Russian Railways, failed due to a lack of bids.” 🚂 www.kommersant.ru/doc/8671762 1210815
Seyyon @seyyon.bsky.social · 09/05/2026VAT looks good actually. The federal budget is healthier than I expected. 110
Seyyon @seyyon.bsky.social · 06/05/202635.5 tonnes in a month. Small but growing. Interest in uninteresting gold is ticking up. Same with uninteresting cash... 000
Reposted by SeyyonPrune60 @prune602.bsky.social · 04/05/2026‼️ Russian Railways April 2026 Loading Update Thread Things look…weird. Note: Full data tables are provided in the thread. 7395114
Reposted by SeyyonPrune60 @prune602.bsky.social · 03/05/2026‼️ Russia: “Banks are still in no rush to radically lower market mortgage rates, despite regular cuts to the key rate.” But they will lower the rates on deposits! 🇷🇺: Why do people keep pulling their money out of banks? www.kommersant.ru/doc/8634389 2929
Reposted by Seyyonmonstars.bsky.social @monstars.bsky.social · 01/05/2026AFU hit Su34 and Su57 It can be the first ever 5th gen plane loss 0233
Reposted by SeyyonPrune60 @prune602.bsky.social · 30/04/2026‼️ Russia: “VTB's market capitalization doubled after converting preferred shares” I’ve got some useful statistics from a couple articles to share. www.kommersant.ru/doc/8633457 2554
Reposted by SeyyonChrisO_wiki @chriso-wiki.bsky.social · 29/04/202619/ "The passive and apathetic majority will live within a limited information field (with "whitelists"). The active minority, also the most inquisitive and innovative, will seek various methods to circumvent the bans, including leaving the digital concentration camp. 2454
Reposted by SeyyonPrune60 @prune602.bsky.social · 26/04/2026‼️ Russia: “Putin's aide announced the return of a planned economy.” 👉 Maxim Oreshkin 🇷🇺: What could possibly go wrong? ru.themoscowtimes.com/2026/04/26/p... 1917423
Reposted by SeyyonChrisO_wiki @chriso-wiki.bsky.social · 23/04/20265/ Iran is aided in this by the shallow depth of the Strait, which forces tankers to follow two narrow shipping lanes a short distance north of the Omani island of Didamar. This is said to have been mined by the Iranians, forcing ships to detour further north into Iranian waters. 17410
Reposted by SeyyonStanimir Dobrev @delfoo.bsky.social · 17/04/2026Here's the result of the Russian debt auctions for Q1 2026 in graphs: 1454
Reposted by SeyyonRobin Brooks @robin-j-brooks.bsky.social · 17/04/2026Foreign flows into the US are at eye-watering levels. There never was a "sell America" trade and there's no "Hedge America" trade either. Markets ignore much of the political volatility and continue to see the US as the single best growth story out there... robinjbrooks.substack.com/p/what-happe... 0198
Reposted by SeyyonBill Grueskin @bgrueskin.bsky.social · 12/04/2026JD Vance is heading to the US and is ready to offer his assistance to any candidates back home. 36973130
Seyyon @seyyon.bsky.social · 09/04/2026Non-core firesale. That's one way to meet capital requirements 000
