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Stanimir Dobrev

@delfoo.bsky.social

2,957 Followers  |  9 Following  |  11,000 Posts  |  Joined: 22.07.2023  |  1.6087

Latest posts by delfoo.bsky.social on Bluesky

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Купите нагреватели: жители Златоуста устроили бунт за горячую воду Читайте на URA.RU

Residents of Zlatoust in Russia staged what local news calls a riot because the local heating company stopped maintaining the ownerless pipelines in the Mashzavod part of the city where 60 000 people live and in essence cutting heating.

ura.news/news/1053066...

11.02.2026 10:11 — 👍 26    🔁 2    💬 0    📌 0

There are also market mortgages that had a 1-3 year low interest covered by the developer which then of coursed covered those losses by raising prices. But people see 6% interest and sign the contract...

11.02.2026 09:59 — 👍 0    🔁 0    💬 0    📌 0

They made more people eligible for the preferential family mortgage and expanded the preferential IT mortgage. Only at the end of 2025 did they start implementing new barriers for those because the budget couldn't handle them. And yes prices rose as developers offered installment plans.

11.02.2026 09:57 — 👍 0    🔁 0    💬 1    📌 0

PIK is doing the best, it's EBITDA to debt ratio is 0,2. For SAMOLET it's 3,1 and for the rest top companies it's even worse to as bad as 5,4. Also yeah, kinda.

11.02.2026 09:18 — 👍 3    🔁 0    💬 1    📌 0

Belgorod is implementing mandatory evacuations due to the intensity of Ukrainian strikes on its utilities as retribution for strikes on the Ukrainian energy sector.

11.02.2026 08:59 — 👍 4    🔁 0    💬 1    📌 0
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Белгородский губернатор Гладков обеспокоен замедлением Telegram Подробнее на сайте

Russia's governor of Belgorod region voiced push back against the throttling of Telegram as it may impact informing locals about the worsening situation in the region. Russia's governors are again left holding the bag after federal decisions.

www.kommersant.ru/doc/8421215

11.02.2026 08:56 — 👍 28    🔁 2    💬 1    📌 0

Yes my bad

11.02.2026 08:55 — 👍 1    🔁 0    💬 0    📌 0
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They managed to somewhat sustain things in 2025 with price increase but that's not going to work in 2026:

11.02.2026 08:51 — 👍 2    🔁 0    💬 1    📌 0
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Чистая прибыль НОВАТЭКа за год снизилась в 2,7 раза Подробнее на сайте

Russian natural gas giant NOVATEK reported a 63% decrease in its net profit in 2025 from 493,4 billion rubles to 183 billion rubles. The company's revenue decreased by 6,4% to 1,445 trillion rubles.

www.kommersant.ru/doc/8421212

11.02.2026 08:33 — 👍 29    🔁 2    💬 0    📌 0

They also said that the developer SAMOLET only wanted a loan so that they can restructure their high and low liquidity assets and that the sector as a whole is showing resilience boosted by previously started projects now maturing.

11.02.2026 08:16 — 👍 13    🔁 0    💬 1    📌 0
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Минстрой прокомментировал обращение девелопера «Самолет» за господдержкой Подробнее на сайте

The Russian Ministry of Construction said the Russian housing construction sector doesn't have issues as a whole. I want to point out that apart from PIK most big Russian housing developers have as bad or worse debt burden as SAMOLET.

www.kommersant.ru/doc/8420686

11.02.2026 08:16 — 👍 25    🔁 1    💬 2    📌 0

Thus Russian analysts don't expect their inclusion in sanctions to significantly impact prices or volumes. Others expect increased costs of logistics due to a search for alternative routes due to the sanctions.

11.02.2026 06:48 — 👍 17    🔁 0    💬 0    📌 0

The Kulevi terminal in Georgia received 105 000 tons of Russian oil at the end of 2025. The ports in Georgia and Indonesia are not critical for transporting the bulk of Russian oil and petroleum products.

11.02.2026 06:48 — 👍 18    🔁 0    💬 1    📌 0

After arriving there Russian oil and oil products were re-exported to Malaysia, Singapore and China. In December the volume of shipments to that destination was estimated at 300 thousand tons.

11.02.2026 06:48 — 👍 11    🔁 0    💬 1    📌 0

The Kulevi terminal in Georgia and the port of Karimun in Indonesia may fall under the the 20th package of EU sanctions. Karimun in 2025 became one of the main transshipment points for Russian oil products.

11.02.2026 06:48 — 👍 11    🔁 1    💬 1    📌 0

In the short term the effect can be an increase in transportation rates which will create additional incentives for tankers from China and the Middle East.

11.02.2026 06:48 — 👍 12    🔁 0    💬 1    📌 0

The decrease of Greek tankers in the transportation of Russian oil was telegraphed in early January due to increased pressure on them. Russian analysts compare this to January 2025 when the share of European tankers dropped to 18-20%.

11.02.2026 06:48 — 👍 14    🔁 0    💬 1    📌 0

In January 2026 Greek ship owners reduced their transportation of Russian oil by 16% to 17,3 million barrels. Due to this their share in transportation of Russian oil dropped from the largest to the third largest.

11.02.2026 06:48 — 👍 13    🔁 0    💬 1    📌 0

Malta and Greece according to Bloomberg opposed the EU's plans to impose a complete ban on the transportation of Russian oil saying that the initiative could affect the European shipping industry and energy prices.

11.02.2026 06:48 — 👍 13    🔁 1    💬 1    📌 0

Non G7 vessels which are mostly part of the shadow fleet accounted for 2,6 million barrels per day in January 2026. 33% were bound for Egypt and Singapore, 31% to China, and 17% had an unknown destination.

11.02.2026 06:48 — 👍 13    🔁 1    💬 1    📌 0

Tankers linked to G7 countries in January 2026 transported 778 000 barrels per day of Russian oil. The key destinations were India with a 40% share and Turkey with a 22% share.

11.02.2026 06:48 — 👍 12    🔁 0    💬 1    📌 0

At that time only Chevron was operating tankers with a volume of about 150 000 barrels per day. Sanctions against Venezuela have not been been lifted which excludes the possibility of a mass transition of tankers without US approval.

11.02.2026 06:48 — 👍 13    🔁 0    💬 1    📌 0

According to S&P Global the decrease could be due to tougher sanctions as well as a possible shift of tanker owners towards Venezuelan oil. But the US blockade on Venezuela in early January 2026 is still in effect.

11.02.2026 06:48 — 👍 12    🔁 0    💬 1    📌 0

The decrease has happened despite the prices for Russian oil being lower than the established price cap of 44 USD per barrel. As part of 20th sanction package by the EU all transportation of Russian oil is to be banned.

11.02.2026 06:48 — 👍 13    🔁 0    💬 1    📌 0

Tankers from G7 countries or insured by companies from G7 countries lowered their share in the transportation of Russian oil by 23% in January 2026 down from 27,1% in December 2025.

11.02.2026 06:48 — 👍 14    🔁 0    💬 1    📌 0
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Запад за бортом Доля западного флота в перевозках нефти из России упала до минимума с октября

Tankers linked to Western countries decreased their share in the shipment of Russian oil to the lowest in several months due to the effect of tightening sanctions.

www.kommersant.ru/doc/8420855

11.02.2026 06:48 — 👍 35    🔁 6    💬 2    📌 0
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Рубль дорожает ко всем основным валютам. ЦБ установил официальные курсы на 11 февраля Рубль дорожает ко всем основным валютам. ЦБ установил официальные курсы на 11 февраля.

The Russian Central Bank lowered the USD exchange rate by 0,44 rubles from 77,65 rubles to 77,21 rubles per USD and the euro exchange rate by 0,07 rubles from 92,01 rubles to 91,94 rubles per euro.

www.banki.ru/news/lenta/?...

11.02.2026 06:18 — 👍 14    🔁 0    💬 0    📌 0
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Мощностям помогут солнцем и ветром На Дальнем Востоке хотят построить еще 1,6 ГВт зеленой генерации

Russia is planning to commission 1,6 GW of new green energy generation in the Russian Far East in the next 2-3 years and 370 MWs of energy storing capacity. However that will still leave a 700 MW generation shortage by 2031.

www.kommersant.ru/doc/8420888

11.02.2026 06:18 — 👍 15    🔁 0    💬 1    📌 0
Британия продлила разрешение на бизнес с болгарскими «дочками» ЛУКОЙЛа Подробнее на сайте

The UK extended until August 13th 2026 the exemption from sanctions of the Bulgarian subsidiaries of LUKOIL. Previously the exemption was supposed to expire on February 14th 2026.

www.kommersant.ru/doc/8420816

11.02.2026 06:18 — 👍 6    🔁 0    💬 1    📌 0
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Госдума в I чтении одобрила внесудебную блокировку фишинговых сайтов Подробнее на сайте

The Russian Duma approved in the first reading the second package of the measures to combat cyber fraudsters. As part of this phishing sites can be blocked without a court order.

www.kommersant.ru/doc/8420679

11.02.2026 06:18 — 👍 5    🔁 0    💬 1    📌 0

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