Russia's January Oil Revenues Just CRASHED 50% — Why I'm Betting Big Against the Kremlin

Описание: This week Russia’s January oil-and-gas revenues didn’t just “dip” — they fell off a cliff. In this episode of In this week’s Russia Economic Review, I break down what a ~50% crash really means for the Kremlin’s cash flow, war-budget math, and the wider Russian economy — and why I’m betting big that this is not a one-off anomaly, but a structural problem getting worse.

What you’ll learn:
-What exactly collapsed: price, volumes, taxes, discounts, and FX effects
-Why Urals vs Brent spreads and “workarounds” matter more than headlines
-How sanctions enforcement + shipping/insurance constraints can squeeze exports without a total ban
-What the Kremlin typically does next: plug the hole with taxes, domestic borrowing, reserve drawdowns, and inflationary pressure
-The key signals to watch in February–March (so we don’t get fooled by one-month noise)

I’m not doing “wishful thinking” — I’m reading incentives. And in a system built on cash flow, a revenue shock changes everything.

I’m Konstantin, a Russian in exile and creator of Inside Russia. I talk to people inside the country every day, follow the numbers and the mood, study Russia under microscope and share my findings with the world. No hype — just facts. Sources: open public data and reporting (Russia Today, MinFin, CBR, Rosstat, business press). This video is commentary and analysis for information/education only and follows YouTube community guidelines.

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Russia's January Oil Revenues Just CRASHED 50% — Why I'm Betting Big Against the Kremlin
#InsideRussia #Economy #EconomicReview