Page 3 - RusRPTAug22

Table of contents
1.0 Executive summary
2.0 Politics
2.1 What’s in the Istanbul grain deal for Russia?
2.2 Russia sees the biggest inflows of foreign exchange ever
2.3 Gazprom’s low EU gas exports explained: prices too high
2.4 Russia ups its import substitution efforts
2.5 Falling power consumption indicates economic slowdown
2.6 Russian attempts at import substitution fail
2.7 Gazprom’s low EU gas exports explained: prices too high
2.8 Russia defaults On LNG supplies to India
2.9 Russia’s Ministry of Finance is working on an updated budget rule to be introduced in 2025
2.10 Nord Stream 1 back online, but at 30% capacity which is not enough to avoid a winter energy crisis
2.11 Fill European gas tanks to 80% by October, necessary but not sufficient requirement to get through winter
2.12 Russians have mixed views of the Ukraine war 2.12 Russian business and consumer confidence 2.13 Putin & government’s popularity
2.14 Politics - misc
2.11 Polls & Sociology
3.0 Macro Economy
3.1 Macroeconomic overview 3.2 Macroeconomic outlook
4.0 Real Economy
4.1 Industrial production 4.2 Inflation
4.2.1 CPI dynamics
4.2.2 PPI dynamics
4.3 Industrial sectors and trade
4.3.1 Producers PMI
4.3.2 Corporate profits dynamics 4.5 Labour and income
4.5.1 Labour market, unemployment dynamics 4.5.2 Income dynamics
4.5.3 Retail sector dynamics
5.0 External Sector & Trade
5.1 External sector overview
5.2 Balance of payments, current account
3 RUSSIA Country Report October 2020
www.intellinews.com