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Reposted by Ukraine War Brief Podcast

‼️ Russia: “The Kuzbass Governor proposed locating data centers in abandoned coal mines.” 🇷🇺: What could possibly go wrong? www.interfax.ru/russia/1122626

IN RUSSIA
1:40 pm, october 15, 2026
The Kuzbass Governor proposed locating data centers in abandoned coal mines.

Moscow. October 15. INTERFAX.RU - Placing data centers in abandoned coal mines will help support the coal industry and improve the site's security, Kemerovo Region Governor Ilya Seredyuk stated during a session of Russian Energy Week.

"Data centers can be located in abandoned open-pit mines, in the quarries of our coal companies, which today coal miners must reclaim, fill, and improve," he said. "This is, roughly speaking, a large pit, 300 meters deep. If the entire infrastructure of a data center, a computing center, a mining center were placed there, the capital expenditures for creating such data centers would be minimal. There's no need for reclamation; this money should be used to create a new economy."

The governor estimates that a monolithic building "of 10 stories, 12-16 stories not up, but down" could be lowered into the depleted quarry, and the water in the quarries and underground rivers would help reduce operating and capital costs for cooling systems.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 4h

The NNK ratings agency—think Russian Temu Moody’s—lowered Samolet’s credit rating from A to BBB, and changed the outlook from stable to negative. Samolet defaulted on its first bond last month. Samolet is Russia’s largest developer in a country where construction is 10% of GDP.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 4h

🚨 The liquidity deficit in the Russian banking system reached 3.7 trillion rubles, a record since 2022. Russia is spending down its treasury balances, and banks are struggling to fill the gap left. 🚨 🚨 Repo reached an absolute record at 7.31 trillion rubles on October 13.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 5h

Latvia of all places helped Russia export 300,000 tons of wheat in August-September. Latvia should ban this export—it’s getting around the Black Sea blockade imposed by Ukraine.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 5h

Yandex’s own Alisa AI chatbot gives Ukrainian drone operators detailed overviews of the most important Yandex data centers remaining.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 5h

This article claims that Russia’s current fiscal policy will not end in inflation, but “taxes, the high cost of credit and the displacement of private investment.” This is nonsense in the long run. Russia will have to inflate away its debt if it stays on the current course. iz.ru/2183612/dmit...

iz.ru

Жертва ферзя: что будет с дефицитом бюджета в России

Государству придется решать накопившиеся проблемы с госдолгом

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 5h

Insurance rates for warehouses have increased 200 fold for policies that protect against drone attacks. Premiums are 3% of the warehouse value per year, an astronomical sum. www.kommersant.ru/doc/9025680

kommersant.ru

Страховые пересчитывают риски

На сколько подорожали полисы в случае складской недвижимости

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 5h

Ukraine attacked the Sberbank Data Center in Balakovo, Saratov Oblast, Russia, but it didn’t burn down. :(

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Reposted by Ukraine War Brief Podcast

Prune60 @prune602.bsky.social · 12h

🪻

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 6h

In Rostov, Russia, at the Novoshakhtinsk Refinery oil terminal, another tank exploded.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 6h

President Volodymyr Zelenskyy wrote on Twitter that Ukraine destroyed 4 Su-34s and damaged 2 more in the Voronezh, Russia region using Neptune missiles. He says the planes were loaded with aerial bombs ready to strike Ukraine.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 14/10/2026

Yandex Pay is still nonfunctional, with 13,000 comments on its page.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 12/10/2026

Yandex Pay users are complaining en masse on the service platform that their money is locked.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 12/10/2026

Final budget figures for September. • Total revenues increased by +15% year-on-year. • Oil and gas revenues fell by -22%. • Non-oil and gas revenues rose by +24% year-on-year. (Probably from undisclosed one time receipts). • Expenditures increased by +12% year-on-year.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 12/10/2026

The budget deficit decreased yet again in September to 5.186 trillion rubles. August and September are typically months with surpluses.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 12/10/2026

Yandex Pay in Russia is still down, locking millions out of their bank accounts.

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Reposted by Ukraine War Brief Podcast

Stanimir Dobrev @delfoo.bsky.social · 11/10/2026

YandexPay which is the preferred method of handling money for a lot of Russians had to come out with a statement that savings are safe but the heart of their infrastructure was attacked and they are desperately working on restoring things. Yandex Bank is also non responsive.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 11/10/2026

Ukraine will continue striking refineries. The midterms are right around the corner, and Trump and his party are going to get walloped. Trump will be a lame duck with no control over the House and potentially the Senate. Congress is a much more powerful branch when it wants to be.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 11/10/2026

The Yandex data center in Vladimir, Russia, has been attacked by Ukraine. All operations have ceased.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 09/10/2026

At the "Samara-2" pumping station site, 4 RVSPK-50000 tanks burned to the ground. At the "Samara-1" pumping station site, the RVS-20000 tank struck on October 2 is still smoldering. This number of destroyed tanks should significantly affect the station's operational capability.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 09/10/2026

The liquidity deficit in the Russian banking system is now 3.510 trillion rubles, well into crisis territory.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 09/10/2026

While I was away taking a board exam, Ukraine attacked the Salavat oil refinery and a Yandex data center in Kaluga.

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Reposted by Ukraine War Brief Podcast

Stanimir Dobrev @delfoo.bsky.social · 07/10/2026

Russia's large real estate developers lack the funds to finish 59% of their projects. 55% of the buildings they are constructing don't have enough money to even cover the construction of the building's foundations.

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Reposted by Ukraine War Brief Podcast

Stanimir Dobrev @delfoo.bsky.social · 07/10/2026

The total loss of the Russian grain industry is being estimated at almost 1 trillion rubles so far. The southern regions are at a loss of 7 - 8 000 rubles per ton for a total of 630-740 billion rubles. The Volga at 3-4 000 rubles per ton for a total of 180-240 billion rubles.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 06/10/2026

Bids fell by a trillion rubles, but there was another MASSIVE repo auction today. 5.84 trillion rubles were pumped back into the banking system as the liquidity crunch eased ever so slightly to 3.3 trillion rubles.

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Reposted by Ukraine War Brief Podcast

Iikka Korhonen @iikkakorhonen.bsky.social · 05/10/2026

Our latest forecast for #Russia 2026-28 is out! Basically our view is unchanged from the spring: Growth remains anemic, mostly driven by war-related industries. Other sectors stagnate or contract. 1/ @bofit.suomenpankki.fi @suomenpankki.fi www.bofit.fi/en/bofit/new...

bofit.fi

BOFIT Forecast for Russia 2026–2028 / 2

The Bank of Finland Institute for Emerging Economies (BOFIT) is an internationally renowned research institute specialising in emerging economies and global economic developments.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 05/10/2026

Banking sector liquidity nearly reached a deficit of 3.4 trillion rubles today. Repo auction tomorrow!

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 05/10/2026

The reason oil revenues are down while the price of oil is up is because subsidies to lower the price of domestic gasoline, gas and diesel are so high. In September alone, the subsidies were 305 billion rubles! Strikes on Russian refineries are working.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 05/10/2026

September oil and gas revenues came in at 452.4 billion rubles, down 23% y/y.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 05/10/2026

Urals went for $95 a barrel in September according to the Ministry of Economic Development.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 05/10/2026

Sunflower oil exports plummeted 98% in September 2026 y/y.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 04/10/2026

Ukraine destroyed an Su-35 and Su-34 at the Khanskaya airfield on October 4.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 04/10/2026

Iran is experiencing hyperinflation. The value of the currency keeps falling by 1-2% every day. 1 dollar was worth 133,000 rials in 2020; yesterday, the dollar was worth 2.7 million rials.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 04/10/2026

Repo is already higher than it was during the crisis of Feb/March 2022. In some ways, the liquidity shortage is already at crisis levels, too. 🍿

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 04/10/2026

👀 The higher the purple goes, the worse it is for the banking system.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

Why not increase the recycling fee retroactively, too?

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

In Voronezh, Russia, the crew of an Su-35 mistook an Mi-8 helicopter for a drone and shot it down. Three crew on the helicopter died.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

Grain exports plummeted 74% in September y/y.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

I just read that Siluanov said the transfer fund will have 0.6 - 1.0 trillion rubles in it, and the intent is to replenish the liquid assets of the NWF with it. But who knows, he lies like he breathes.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

Decline in petroleum product production by month, per Rosstat. -9.2% is April.

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Ukraine War Brief Podcast @ukrainewarpod.bsky.social · 02/10/2026

I cannot stress enough that the banking crisis is here. It’s quietly happening because Russia hides everything. But these numbers tell a very interesting, dark story of the state of Russian banking. I would not want to be VTB bank right now. Too big to fail, but fail it might.

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