Tuesday, February 14, 2023

Russian Trends

 There's an excellent Vlog out there on the Russian economic trend, which recommend.  He throws some data (by the Russians into the mix, but also gives you some trend analysis.



There are 2 things I will suggest on the Russia end-game:

1.  They will be able to fill the cash box with oil sales.....mostly to China and India.  On natural gas?  The only way to recover is to build more pipelines, and that technology and expertise is mostly European/American.  

2.  As for profits coming back to normal?  Well.....once you figure x-amount has to go toward military equipment replacement, then the Oligarch folks take their cut, and the Kremlin takes a cut to run government services....there's nothing much left for the private Russian sector.  

For the next five years....I see zero growth for the general Russian, and mostly a stalled economy.  

No comments: