Read more in the latest Brief bearmarketbrief.substack.com/p/four-years...
02.03.2026 19:12
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Read more in the latest Brief bearmarketbrief.substack.com/p/four-years...
3) 60-70% - the average wear level of heating utility pipes in Russian cities, according to experts. Approximately 41 million Russians live in areas with unreliable heating.
2) 859,000 barrels per day - the volume of Russian oil imported by India in January 2026. January’s oil imports were 40% lower compared to December.
🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 39% - the share of expenditures on food in the budget of the average Russian household. More below👇️
90 billion euros - the total amount of an EU loan intended for Ukraine. EU leaders agreed on the loan in December 2025 after prolonged negotiations. Read more on Substack. bearmarketbrief.substack.com/p/at-your-se...
5.5 million people - The number of Russians working part-time, according to a recent report by FinExpertiza.
22.3 billion rubles - the amount of extra revenue that Russian Railways (RZhD) may realize from tariff hikes this year
🧵A few numbers highlighted in the latest #BearMarketBrief bearmarketbrief.substack.com/p/at-your-se...
A new law expands the FSB's power to block Russians' internet service. Read more in the #BearMarketBrief. bearmarketbrief.substack.com/p/at-your-se...
Catch up on the #BearMarketBrief before the new edition goes live. buff.ly/M1LaMf1
Find out how Russia's proposed privatization laws aim to satisfy business owners while still leaving their assets susceptible to seizure. buff.ly/DjoSsGD
The government announced a complete block of WhatsApp, earlier labeled a “terrorist or extremist organization” in Russia. Roskomnadzor (RKN), Russia’s federal communications agency, also started to restrict access to Telegram to "protect citizens.” Catch up on the #BearMarketBrief. buff.ly/M1LaMf1
Russian authorities cranked up their repression of messaging applications independent of the state this week. Read more of #BearMarketBrief's latest edition, "Left on Blocked."
buff.ly/M1LaMf1
A new edition of the #BearMarketBrief is going live soon! Make sure you're caught up on Substack.
1,280 – the number of accidents and outages involving utility networks reported in January in Russia, almost 2x higher than January 2025. Read the full Brief on Substack. bearmarketbrief.substack.com/p/fixing-the...
199 – the number of rapes registered in the Belgorod Region in 2025. This grim statistic in the region bordering Ukraine grew 3x over the past year.
393.3 billion rubles – the amount of oil- and gas-related revenues that the Russian Finance Ministry reported for January (about half of last January’s income & the lowest nominal monthly figure since 2020)
🧵 Numbers of the week from the latest #BearMarketBrief - oil and gas revenues, an alarming increase in reported sexual violence in Belgorod, and doubled outages in Russian utility networks.👇️ bearmarketbrief.substack.com/p/fixing-the...
A new edition of the #BearMarketBrief is going live soon! Make sure you're caught up.
Catch up on the Brief before tomorrow's edition! bearmarketbrief.substack.com/p/powerless-...
The Brief will be back tomorrow with our first edition of 2026! Make sure you're subscribed. bearmarketbrief.substack.com
The Russian government has steadily restricted access to Western online services over the past few years. It has also been testing equipment to isolate the Russian internet from the rest of the world since 2019.
The Russian government restricted mobile internet access in parts of the Ulyanovsk region. Read more in the latest #BearMarketBrief. buff.ly/zU1LxF2
Russian troops attempt to encircle Ukrainian forces in #Pokrovsk. Read more in the latest Brief.
During Russia’s regional elections, all of the incumbent governors up for reelection retained their positions. Click to read more on Substack.
The Russian government is considering new measures to address the federal budget’s widening deficit, including cutting trillions of rubles in non-military expenditures. Read more in the latest #BearMarketBrief. buff.ly/jDqReKH
Why do conceptions of Russia's strength vary so extremely? Listen to the #BearMarketBrief to find out. bearmarketbrief.substack.com/p/whither-st...
President Trump delivered an ultimatum to Russia and announced a new weapons deal for Ukraine. More in the #BearMarketBrief bearmarketbrief.substack.com/p/hurry-up-a...
Transport Minister Roman Starovoit was found dead in Moscow last week, just hours after he was dismissed from his post by President Putin. Read more in the #BearMarketBrief. bearmarketbrief.substack.com/p/transport-...
Thinking about relative risk also depends on what part of the capital structure an investor might be exposed to, because sectoral policies can be very different. More in the latest #BearMarketBrief podcast. buff.ly/a2mTkDa