Russia Restructures - Joe Blogs

[TexasTowelie]

Russia’s economic pressure is now surfacing inside its banking system.

Problem loans are rising. Corporate restructurings are accelerating. And key sectors are turning to the state for support.

The Transport Ministry is reportedly seeking a 65 billion ruble facility to stabilize the railway sector. Samolet Group, Russia’s largest property developer, has requested 50 billion rubles in state aid. At the same time, banks are seeing a surge in loan restructurings — often a warning sign that companies are struggling to meet their debt obligations.

Restructuring may delay defaults, but it doesn’t remove the underlying risk.

With elevated interest rates, VAT recently increased from 20% to 22%, sanctions restricting access to foreign capital, and economic growth slowing, corporate cash flow pressures are building.

In this video, I break down:

• Why credit risk is rising in Russia
• What the surge in restructurings really signals
• The impact on banks and lending
• How falling profits could reduce tax revenues and weaken GDP
• Whether this is manageable stress — or the start of a broader slowdown

This may not be a sudden crisis.

But the cracks are beginning to show.

Chapters:
0:00 Intro
2:16 INTEREST RATES
6:11 BAD LOANS
9:08 RESTRUCTURINGS
14:30 SECTORS
14:27 FORECASTS
16:48 SUMMARY & CONCLUSION