Page 3 - Russia OUTLOOK 2024
P. 3
• 3.2 Current account dynamics 4.0 Inflation & Monetary Policy
• 4.1 CPI
• 4.2 Monetary Policy 5.0 Real Economy
• 5.1 Industrial production and PMI • 5.2 Agriculture
• 5.3 Construction & Real Estate
• 5.4 Retail
• 5.5 TMT
• 5.6 Banking sector • 5.7 Automotive
• 5.8 Metals & Mining • 5.9 Tourism
• 5.10 PMI
6.0 Budget & Debt
• 6.1 Federal budget
Defence spending
Budget back in profit
Oil and gas revenues recover Privatisations restart
• 6.2 Debt
7.0 Energy & Power
• 7.1 Oil production & transport Oil production results
Oil price outlook
Oil partners
OPEC+ production cuts
Shadow fleet and sanctions busting Discounts falling
Investment in oil sector • 7.2 Gas production & transport
Gas production results Gas sales plunge in 2023 Gas partners
• 7.3 LNG production LNG production
LNG exports to Europe rising 8.0 Markets Outlook
• 8.1 ECM
3 Russia OUTLOOK 2024
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