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Predictions and promises monitor

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#Economy of Russia

Authors
47
Predictions
146
Verified
54
Came true
57%
Complex
61%
Confident
31%
All Expected Expected soon New results

Mykhailo Samus

No, they won’t close it… There is the concept of freedom of navigation. What could happen are sanctions against these tankers. Response to the question: "Will the sea be closed for Russian tankers?" (speaking about the Baltic Sea)
Expected
#Russia #Oil #Economy of Russia #Economy
ru → en

Anton Orekh

I am confident that when some kind of peace agreement or ceasefire is signed, sanctions will begin to be lifted fairly quickly. Maybe not all at once, but the process will start fairly quickly. A ceasefire between Russia and Ukraine. Lifting sanctions on Russia.
Expected
#Russia #War in Ukraine #Economy of Russia #Economy
ru → en

Maria Maksakova

Their production cost is around $38. Anything below $38 and above $5 allows Saudi Arabia to earn well. A figure like $36-35 could be reached. If such a price is established, I think the Russian Federation could last a maximum of 3-4 months. Russia will face serious economic problems if the price of oil falls below $38.
Expected
#Oil #Russia #Economy of Russia #Economy
ru → en

Mikhail Fishman

This military economy is built like a bubble; it cannot avoid bursting. These are salaries not backed by increased labor productivity. These incomes rest on the fact that there are no people actually working. And these tanks keep rolling on, turning into scrap metal in Donbas, along with the missiles. In this sense, nothing is being produced—no new factories, no new enterprises. The economy isn’t developing; it’s swelling like a bubble. At some point, it will inevitably burst, but how, in what situation, and what that will look like, I don’t know. Talking about Russia's economy.
Expected
#Economy of Russia #Russia #Economy
ru → en

Evgeniy Stupin

I think these are far from the last stages of tax increases. A tourist tax was recently introduced; if it was previously light, it is now being raised... In the Arkhangelsk region, one tax is being increased. This is a trend that will continue as long as the war goes on, that’s 100%, and most likely even after
Expected
#Economy of Russia #Russia #Economy #War in Ukraine
ru → en

Igor Lipsitz

There were some strange hopes among people that China would develop production on the territory of Russia. I immediately said that this is complete nonsense. The Chinese will never build anything on Russian territory. They will sell their cars, but they will not build their own car factories... and there is no need to build anything in Russia. It's too much trouble.
Expected
#Russia #China #Economy #Economy of Russia
ru → en

Igor Lipsitz

I have a hypothesis about how they will strengthen the ruble... I think a two-step plan will be played out: 1) The Central Bank will sharply raise its interest rate—by as much as two points (which will ultimately undermine construction and hopes for GDP growth); 2) The government will secretly force several large exporters to sell more currency (I believe a total of at least ten billion). As a result, the dollar will drop from 100 to 90, and the President will proudly praise the Central Bank for its successful work in strengthening the ruble, which will be reported across all channels. After that, the exchange rates of the dollar and euro will gradually start to rise again...
Expected
#Russia #Economy of Russia #Economy #Ruble #Dollar
ru → en

Konstantin Eggert

And he hopes to shout to the Germans in this way, hoping that they will move this train and get it out of the deadlock. I doubt it. It's "too late to drink Borjomi". About Putin and his attempts to launch Nord Stream 2 and other efforts to push his interests in Europe.
Expected
#Gas #Russia #Europe #Economy #Economy of Russia
ru → en

Igor Lipsitz

The process of nationalization will begin... The share of the private sector will decrease, while the share of the public sector will increase. Gradually, the share of assets under direct government control will grow... This will be a gradual approach to the economy of North Korea... There will be more mechanisms for regulated distribution of food... It won't happen very quickly, but this is a clear trend on the horizon of 10-15 years.
Expected December 31, 2039
#Economy of Russia #Russia #Economy
ru → en

Sergey Aleksashenko

A huge number of Russian enterprises that benefit from the state’s monopoly protection — shielding them from competition — will lose their place under the sun. The most striking example is the Russian aircraft manufacturing corporation, which is trying to produce import-independent Superjets and MC-21s that are becoming heavy, fly short distances, and have inefficient engines. In global competition, they will lose. Such companies have no future.
Expected December 31, 2035
#Russia #Economy #Economy of Russia
ru → en

Georgy Fyodorov

No one will lift the sanctions, that's 100%. It's something to simply forget about and not even think about. Talking about sanctions against Russia.
Expected December 31, 2034
#Russia #Economy of Russia #Economy
ru → en

Dmitriy Potapenko

Right now, renting is more advantageous. Buying an apartment doesn’t make sense at the moment. Prices won’t drop. The real estate market cools down very slowly... It takes 5-7 years for the real estate market to cool off, so prices aren’t going to fall.
Expected December 31, 2031
#Economy of Russia #Russia #Economy
ru → en

Dmitry Demushkin

As I understand it, sanctions will always be tied to the territories that have been newly acquired. And it’s clear that I don’t see any reason for them to be lifted, even if they sign peace ten times. In other words, we’ll be under sanctions for a very long time. Sanctions against Russia won’t be lifted anytime soon, even if Russia reaches a peace agreement with Ukraine.
Expected December 31, 2029
#Russia #Economy of Russia #Economy
ru → en

Vladislav Inozemtsev

Let’s say inflation is above 15%, GDP drops by 1–1.5%, the budget is cut by 10%, and the standard of living declines. If we define that as a crisis, then the probability of it happening... in the second half of next year, the probability is around 15–20%. In response to the question: “How would you assess the probability of a crisis happening this year or next?”
Expected December 31, 2026
#Economy of Russia #Russia #Economy
ru → en

Bogdan Bakaleyko

I don’t really believe that the EU and the U.S. will impose sanctions on liquefied natural gas from Russia, simply because the main company supplying LNG to Europe — Novatek — operates the Arctic LNG project in a consortium with a French company and a Chinese one.
Expected December 31, 2026
#Economy of Russia #Russia #Economy #European Union #France #China
ru → en

Vyacheslav Shiryaev

And now, under the conditions of sanctions, isolation from the world, all negative factors such as demographic challenges, the labor market, lack of investments, and resources, Russia is simply doomed to a catastrophe. An economic catastrophe.
Expected December 31, 2026
#Economy of Russia #Russia #Economy
ru → en

Igor Lipsitz

Right now, methods are being devised for how to formally take people’s deposits under government control without officially freezing them. They won’t take your money away, no. Instead, they’ll issue you a document stating that you own a large package of shares in newly privatized enterprises, and you are now a major portfolio holder of securities. This is the Cyprus model. There too, they didn’t take the money away; they simply forcibly converted it into bank shares. And you became a major shareholder in a bank that nobody needs, and the liquidity of your shares is practically zero. I think this is more likely. I think this is most likely the scheme I’m describing — the conversion of your deposits into something highly illiquid.
Expected June 30, 2026
#Economy of Russia #Economy #Russia
ru → en

Vladimir Milov

In my article in The Insider, I write about these "sanctions from hell" proposed by Lindsey Graham — some kind of secondary sanctions against importers of Russian oil, 500% tariffs. None of that will happen. It's a PR phantom. It's impossible. Secondary sanctions against buyers of Russian oil are not feasible, because nearly 80% of Russian oil is purchased by just two countries — India and China — the largest trading partners of the United States.
Expected May 30, 2026
#USA #Russia #Economy #Economy of Russia #Oil
ru → en

Vladislav Inozemtsev

I don’t see any prospects of a serious banking crisis. Let’s wait until the end of the year and do another stream like this in January 2026. As for hyperinflation — I don’t think it will happen.
Expected January 31, 2026
#Economy of Russia #Russia #Economy
ru → en

Vladimir Milov

I’ll take the risk of making a forecast. If everything continues along the current trajectory, then the end of 2025 — the last quarter — will be very difficult: a real downturn, real negative growth, inflation out of control, and nothing to cover the budget with. It will be a situation very much like all those past crises used to scare children. And there will be no help available. The state has no trillions left to save the economy.
Expected December 31, 2025
#Economy of Russia #Economy #Russia
ru → en

Vladimir Milov

Over the next year, we can forget about prices of \$70 for Russian export oil — that would mean Brent at \$80. That’s definitely not something we’re facing for now.
Expected December 31, 2025
#Oil #Economy #Russia #Economy of Russia
ru → en

Boris Aronshtein

As for the ruble... By the end of the year... Forecasting is a very ungrateful task, but I think it will be in the range of 85–95. The ruble will be 85–95 per dollar by the end of the year.
Expected December 31, 2025
#Ruble #Economy of Russia #Economy #Russia
ru → en

Vladimir Milov

Translation: And there was also an increase in spending. It’s at 0.8 trillion just for now. They will definitely increase it further. Now by autumn, they will start discussing the 2026 budget. Last year, Michael Nacke and I bet $100, and I won, that they would significantly increase spending, and they will increase it again this time.
Expected December 31, 2025
#Russia #Economy #Economy of Russia
ru → en

Vyacheslav Shiryaev

The more quality assets are replaced by all sorts of paper “wrappers,” the sooner a banking system crisis will occur. But the fact that it will shake this year, and we will see very powerful, sharp moves by the Central Bank to rescue and inject liquidity into the banking system — that’s definitely for this year, 2025.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Vladislav Inozemtsev

Let’s say inflation is above 15%, GDP drops by 1–1.5%, the budget is cut by 10%, and the standard of living declines. If we define that as a crisis, then the probability of it happening this year is 0%, and in the second half of next year, the probability is around 15–20%. In response to the question: “How would you assess the probability of a crisis happening this year or next?”
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Vladislav Inozemtsev

And we’ll see a downward trend that will reach 15 percent by the New Year. Continuing from the previous statement: “The Central Bank will lower the rate at the next meeting, I believe not just to 20%, but even lower.”
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Vyacheslav Shiryaev

Oil would be at $45–47 now. It had already approached $52. It’s clear that the actual transaction prices for Russian oil had already dropped below $50. But Trump lacked the resolve. And a reduction in Russia’s export revenues could have already triggered this devaluation in the very near future. But so far, the price has dropped by a maximum of $12–15. That’s still relatively okay, not bad — but not enough for us to see the devaluation that will happen anyway. It will happen by the end of the year. It will happen in the summer. It could have already started in April. This is about the ruble.
Expected December 31, 2025
#Ruble #Economy of Russia #Economy #Russia
ru → en

Igor Lipsitz

And then there’s also transport, which is in crisis too. This year, about half of Russia’s transport companies will go bankrupt. And the cost of transportation, at the very least, will double.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Vladimir Milov

Many people are counting on the Central Bank to somehow miraculously defeat inflation and start lowering its key interest rate, which would then bring down loan rates as well. But that is definitely not going to happen.
Expected December 31, 2025
#Economy #Economy of Russia #Russia
ru → en

Igor Lipsitz

I stand by my prediction that the word of the year for 2025 will be "bankruptcy." We'll see. I’m not guaranteeing it, but I have that feeling. There will be a lot of bankruptcies in Russia this year.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Vladislav Zhukovsky

Gasoline prices will continue to rise. In 2023, there was a 7.5% increase, and the previous year it was over 11%. I think this year we’ll be nearing a 15% increase, considering the rise in excise taxes on petroleum products and higher taxes overall. In Russia in 2025.
Expected December 31, 2025
#Gasoline #Economy of Russia #Russia #Economy
ru → en

Oleg Komolov

I doubt it. In response to the question: "The Central Bank didn’t raise the rate in December. Does this mean it will start to decline in 2025?" (In Russia).
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Ivan Yakovina

People’s bank deposits will simply be seized. They’ll be frozen or converted into bonds. They’ll call it a patriotic war loan for 20 years. In Russia in 2025.
Expected December 31, 2025
#Russia #Economy of Russia #Economy
ru → en

Igor Lipsitz

The problem is that, apparently, it’s not only the price of oil that will decrease, but also practically all the commodities Russia sells. Therefore, Russia’s financial outlook is not good.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Dmitriy Potapenko

That’s a highly unlikely scenario for the rate to be 15% next year. Aliens are more likely to arrive. In response to: "By the start of the second quarter... they might start lowering the rate, maybe even to 15% in 2025. What do you think of that?" (Referring to Russia's key interest rate)
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Ivan Yakovina

I think it will gradually increase. I don’t know to what levels exactly; it will all depend on how much Putin spends and prints unbacked money. But that the dollar rate will rise is absolutely certain. The ruble-to-dollar exchange rate.
Expected December 31, 2025
#Ruble #Dollar #Russia #Economy of Russia #Economy
ru → en

Gennady Gudkov

There’s firm confidence that it will be raised. Maybe not right now, but in a year, it’ll likely go up to around 24%, so to speak. Inflation is rising. The key interest rate in Russia will be raised again.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en

Valery Solovei

It’s not about Ukraine, the DPR and LPR, or Crimea; it’s about lifting sanctions. Otherwise, the Russian economy will collapse—I emphasize, it will collapse, contrary to what many experts claim. And the Russian leadership knows perfectly well that it will collapse next year. Therefore, they must ensure that sanctions are lifted or eased. To achieve this, they need a peace agreement or a truce with Ukraine that both the West and Ukraine would find acceptable enough to lift sanctions. If sanctions are not lifted, the Russian economy will collapse in 2025.
Expected December 31, 2025
#Economy of Russia #Russia #Economy
ru → en