International Expert Group on Russian Sanctions

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International Expert Group on Russian Sanctions

International Expert Group on Russian Sanctions

@sanctionsgroup

International Expert Group is a leading platform for promoting sanctions against Russia. Working papers, comments, and statements.

Katılım Mart 2022
366 Takip Edilen3.9K Takipçiler
International Expert Group on Russian Sanctions retweetledi
Evgen Istrebin 🇺🇦
Evgen Istrebin 🇺🇦@evgen1232007·
Wow...the balance in the treasury accounts has dropped to 3.840 trillion. THAT'S THE LOWEST IN 3 YEARS!!!! It's noteworthy that in December the balance was 12 trillion rubles, and now it's 3.84 trillion!!!!!
Evgen Istrebin 🇺🇦 tweet mediaEvgen Istrebin 🇺🇦 tweet media
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Vladyslav Vlasiuk 💙💛🇪🇺
so what we see in a 2026 Shahed UAV STMicroelectronics 30th week of 2025 Analog Devices 30th week of 2025 (if not a conterfeit) Future Technology Devices International Ltd. 20th week of 2025 Infineon Technologies 19th week of 2025 various Chinese parts of 2026-2025
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Stanimir Dobrev
Stanimir Dobrev@delfoo·
The Russian oil taxes for February 2026 are out, they 6,12% higher than January 2026 but are 62,1% lower than February 2025. The slight increase from January is the average price for Urals in January ( which is used to calculate February taxes ) was 40,95 USD per barrel.
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Janis Kluge
Janis Kluge@jakluge·
Germany's intelligence service BND says Russia's federal budget deficit was actually 3.6% in 2025, not 2.6%. This was exactly my final estimate in early December, based on spending patterns of the past. If true, the deficit was probably hidden in other public budgets.
Janis Kluge tweet media
Janis Kluge@jakluge

Usually, 18% of Russian budget spending happens in December. This year, only 13% is left - if Russia wants to stay within its budget plan. Most likely, the plan will change. Historical patterns indicate total spending of 45 trillion and a deficit of 8 trillion (3.6% of GDP).

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Vladyslav Vlasiuk 💙💛🇪🇺
CRP antenna for Shahed aka a 🇨🇳 antenna for harvest combines)))))
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International Expert Group on Russian Sanctions
Russia’s federal budget deficit reached ₽3.45 trillion ($23.4bn) in Jan–Feb 2026 — over 90% of the full-year deficit target (₽3.79 trillion) already spent in just two months. The key driver: oil and gas revenues collapsed by 47% y/y, falling to ₽826bn.
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International Expert Group on Russian Sanctions
A comprehensive maritime services ban would also be a strong response to schemes designed to hide the origin of Russian oil — ship-to-ship transfers, reflagging, opaque intermediaries. Instead of chasing evasion tactics, we restrict capacity at its core.
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International Expert Group on Russian Sanctions
That would translate into roughly a 35% drop in budget revenues compared to 2025 — with further decline thereafter. For a war economy heavily dependent on oil income, this is a systemic shock.
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Russia’s economy and budget are in their most vulnerable state since the full-scale invasion. Yet the Kremlin keeps targeting civilian infrastructure and refuses serious negotiations. This is the moment to increase pressure — not ease it.
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Cement sales in Russia fell nearly 30% y/y in January — an all-time low. Cement production dropped by almost 10% in 2025. Even after seasonal adjustments, this points to serious trouble in construction. Demand has been falling since 2024, signalling a structural slowdown.
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Janis Kluge
Janis Kluge@jakluge·
Russian industrial-scale production of drones has changed the character of the war in Ukraine last year. From 2024 to 2025, drone attacks rose 5x, from 11,000 to 55,000.
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Evgen Istrebin 🇺🇦
Evgen Istrebin 🇺🇦@evgen1232007·
In Russia, 1,020 trillion rub were spent to rescue state-owned banks. 2024 - 311 billion rub 2025 - 1020 billion rub Funding received: - VEB - 407 billion - Sberbank - 94 bil - VTB - 293 bil - Gazprombank - 196 bil - Sovcombank - 30 bil The banking system is collapsing
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International Expert Group on Russian Sanctions
Russia’s car market shrank in value for the first time in a decade, despite rising prices for both new and used vehicles. In 2025, the passenger car market fell 7.8% to ₽13.8 tn — a clear indicator of sanctions-driven stress in the Russian economy.
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Now officially: Russia’s 2025 oil & gas budget revenues fell to ₽8.48 tn — 23.8% lower than in 2024, per the Finance Ministry. The problem: export volumes are unchanged. Time to go after volumes — a full maritime services ban.
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Bottom line: Stronger sanctions on Russian oil and LNG are geopolitically effective, legally feasible, and economically aligned with US interests — while directly reducing Russia’s capacity to fund the war.
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The same logic applies to Russian LNG. Russian LNG undermines new US projects like Plaquemines (LA) and Corpus Christi Stage III (TX). Sanctioning Russian LNG and accelerating Europe’s phase-out would secure markets for US LNG.
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Recent US sanctions on Rosneft and Lukoil are already having a tangible impact. The Urals discount widened sharply (≈$25–30/bbl range), while tanker freight and insurance costs increased, directly cutting Russia’s net export revenues.
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