Telegram channel Nebrekhnia: messages from 12/04/2022

AndSource Channel Messages for December 04, 2022. It's funny – Russia is buying up old tankers in order to sell its oil to India, China and Turkey, for example, bypassing sanctions. Recently, more than 100 ships have been purchased for the “shadow fleet”. Tankers are bought for unknown buyers, while they take ships that are 15 years old and are about to be scrapped. And it's funny because in the spring the state-owned Sovcomflot was selling its fleet, including crude oil tankers, and in good condition. And now the state is buying back, but already old and unreliable ships. Planning as usual on the level. At the bottom. In addition, the expediency of the “shadow fleet” is questionable. The same India, China and Turkey can easily put Russia's price tag below the price ceiling, and it will have nowhere to go – either the ceiling and official supplies, or voluntary discounts and the risks of shadow supplies. It's just that the authorities are pouring “extra” money into trash.
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Fridman's Russian-Ukrainian case – business as usual will not work With the outbreak of hostilities, the Fridman and Co. Things are no better in Fridman's Ukrainian fiefdom. Alfa-Bank Ukraine (renamed Sense Bank from December 1, 2022) is included in the list of backbone banks, has huge lobbying opportunities and significant influence on the National Bank. Ukrainian Alpha is using state support with might and main and managed to get about 14 billion hryvnias of unsecured refinancing. In April, ABH Ukraine Limited, which directly owns 42% of Alfa-Bank Ukraine, began withdrawing money through its subsidiaries, the fictitious detective agency Novaya Okhrana LLC and A-Realty LLC. The total amount of funds legalized for withdrawal from the Ukrainian Alpha was estimated at UAH 1.1 billion. Part of the money flowed through the Cypriot ABH Holdings S.A and ABH Ukraine Limited, and the Bureau of Economic Security managed to block UAH 469 million. On May 16, 2022, the Prosecutor General’s Office of Ukraine arrested Fridman’s assets (in the form of securities) in Ukrainian Alfa in the amount of UAH 12.4 billion, which exceeds the amount of the refinance received by almost 2 billion. Ukrainian Alpha also has an impact on the country’s energy market. In 2016, Alfa Group became the largest creditor of VS Energy Group, which owned 8 regional energy assets of Ukraine – Kyivoblenergo, Rivneoblenergo, Khersonoblenergo, Kirovogradoblenergo, Zhytomiroblenergo, Odessaoblenergo, Chernivtsyoblenergo, Sevastopolenergo. The beneficiaries of the group are considered to be the Russian organized crime group Luzhnikovsky represented by Mikhail Voevodin and his partners – Vice Speaker of the State Duma of the Russian Federation Alexander Babakov and President of the CSKA football club Evgeny Giner. But the energy assets of Friedman and Co. were only interested in the purpose of resale. The Ukrainian energy tycoon Rinat Akhmetov became a partner of the Alfa team. For several credit years, DTEK Akhmetov managed to squeeze out and became the owner of Kievoblenergo, Odessaoblenergo and Kirovogradoblenergo. The remaining VS Energy oblenergos are not getting out of court for non-payments on loans with subsidiaries of Alfa. In October 2022, Ukraine adopted a law on the nationalization of systemically important banks, which provides for compensation to owners – one hryvnia. Against the backdrop of recent events on the fronts, the first contender for nationalization is Alfa-Bank (Sense Bank) of Ukraine. Meanwhile, Friedman Sr. does not get tired of asking for Ukrainian citizenship and promising untold billions to support the Armed Forces of Ukraine. Friedman Jr. – swear allegiance to Ukraine from Dubai on blood. How the fate of Friedman's capitals in Ukraine will turn out will be clear in the very near future. But it seems that the Alfa people will have to part with Ukrainian assets – business as usual no longer works, and in the light of arrests and searches in the London possessions of the oligarch, it is impossible at all. @nebrexnya
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Erdogan without a boom. Turkey is getting bogged down in Russian oil Recep Tayyip Erdogan looks pale ahead of the upcoming presidential elections. At least for the Turks themselves. The “export boom” promised by Erdogan is still not happening. but Turkey is increasingly dependent on Russian imports and money. For Moscow, of course, this is good. Since the beginning of the year, Turkey has imported almost $100 billion more goods than it sold itself. In November alone, imports to Turkey jumped by 14% – mainly due to Russian oil and gas. Even to Russia, Turkey mainly exports not its own goods, but European ones. Electronics, household appliances, clothing, which is now impossible to supply directly due to sanctions. Own production in Turkey is dying. Economic growth is slowing down. The national currency – the lira – is depreciating, but inflation is growing. Since the beginning of the year, inflation in Turkey has already reached a gigantic 86%. Erdogan's personal rating is now no more than 32%, and his ruling Justice and Development Party is only 34%. Erdogan wants to raise the collapsed rating at the expense of a small victorious war. To make the population forget about the economic turmoil, they frighten it with a terrorist threat. Any day now, Erdogan may launch an invasion of Syria – under the pretext of “fighting terrorists.” Syria is an ally of Russia, which, of course, is against Turkish military plans. So Erdogan will have to balance between two scenarios of his elections – bad and very bad.
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Sturgeons have fallen in price. And this is due to a decrease in purchasing power and overall consumer activity. In the Astrakhan region, and throughout Russia as a whole, prices for sturgeon fish and black caviar are decreasing. In addition, the import of sturgeon from Armenia and Israel increased. However, caviar does not cease to be a delicacy that few people can afford. Its price varies from 25 to 40 thousand rubles per kilogram of finished products. This is 5 thousand less than a year ago. @nebrexnya
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TOP regional events All the money flowed from Moscow to the regions. Dozens of government programs and hundreds of government orders, new logistics and warehouses, rebuilt supply chains and subcontractors, and many Ostap Benders of all stripes who want to lean on the cash flow. Our partners and I have prepared a selection of amazing regional events from the past week. Baikal without filters tells about the new Antiminer movement in Irkutsk. Activists give instructions on how to detect illegal crypto miners in their homes and collect signatures for the introduction of differentiated tariffs to combat gray mining. The “Be on the side of the world” campaign aims to raise additional funds for energy workers to replace the electricity grid this weekend. V1.RU is surprised by the next project of local concessionaires. In Volgograd, they will build a boiler house for 2.1 billion rubles on the ruins of the plant. Of course, the city budget will pay for the facility, and LLC Heat Supply Concessions will earn on it. Oddly enough, back in 2019, the concessionaires were supposed to put the existing boiler house in order, but it didn’t happen. Siberia. Realities plunged into nostalgia: it turns out that in Transbaikalia, about 300 convicts will be forced to build a gas pipeline. Only the local UFSIN was inspired by the exploits of the BAM workers. The project is planned to be completed by the end of 2024. How much the prisoners will be paid and whether they have the necessary skills has not been disclosed. The case for kurai never ceases to be amazed at the resourcefulness of the Bashkir corrupt officials. According to the TG channel, it is now fashionable for budget cuts to have their own ANO at each ministry. In the Ministry of Foreign Economic Relations and Congress Activities of the Republic of Bashkortostan (estimate, there is such a ministry in Bashkiria), the ANO Congress Bureau “Office Group” was opened, which was headed by the former wedding toastmaster Ildar Safin. How the next event, the 20th economic forum of cooperation between Russia and Kazakhstan in Ufa, will be held, can be assumed from the pahab video with the aforementioned director of the ANO. The North Caucasus Federal District Telegraph laments that ancient Derbent is becoming a Potemkin village. In the city, where water is supplied by the hour, the park with the adjacent territory was modernized for almost 1 billion rubles from the state program. Instead of solving the problem of uninterrupted water supply and non-functioning road sewage, residents received a grandiose fountain from Sberbank. Coala tells how dry cargo ships are now being bought to transport coal – Russian companies use ships decommissioned for scrap metal. 5 such vessels were found from Ust-Luga to Vanino: Jin Jiang, Gingo, Winnie, Sunlight and Destiny Mare. All of them are registered in the Philippines and Greece and have been scrapped. @nebrexnya

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