Information regarding the current losses of the Russian Federation as a result of sanctions as of 05.08.2026.
1. On August 5, 2026, Ukrainian long-range UAVs attacked one of the largest Wildberries logistics centers in Aleksin (Tula region) with an area of 300,000 m².
– The complex, opened in 2022, is one of the key logistics hubs of the company. It provides storage and distribution of goods for the Tula, Kaluga, Orel, Bryansk, Kursk, Lipetsk, Ryazan, and other regions of central Russia, and partly unloads the logistics centers of the Moscow region. As a result of the attack, a massive fire broke out on the complex’s territory, which likely engulfed most of the warehouse facilities.
– Ukrainian drones also carried out a repeated attack on the oil refining cluster in Ufa (Bashkortostan). According to Russian and Ukrainian monitoring channels, explosions were heard in the industrial zone, followed by a fire.
– The target of the attack was one of Russia’s largest oil refining centers, which includes “Bashneft-UNPZ,” “Bashneft-Novoil,” and “Ufaneftekhim.” The combined capacity of this complex exceeds 23 million tons of oil per year, making it one of the key producers of gasoline, diesel fuel, aviation kerosene, and other petroleum products for the domestic market and military needs.
– This is the second attack on the Ufa oil refining cluster in less than a week. Repeated strikes on one of the largest processing centers complicate repairs, increase the risk of prolonged fuel production cuts, and exert pressure on Russia’s fuel balance.
2. One of Russia’s largest transport and logistics groups, FESCO, has stopped accepting cargo transport applications through the Black Sea after the sinking of the container ship “Yanina.”
– The company stated that it is working on additional safety measures and looking for alternative delivery routes. After the sinking of the “Yanina” on the night of August 1, on August 4, sea drones attacked two more merchant ships heading to Novorossiysk from Turkey. This further heightened shipowners’ concerns about the safety of operations in the Black Sea area.
– Logistics companies expect that a significant portion of imported goods will now be rerouted to Far Eastern ports. However, this threatens to repeat the situation of 2022, when a sharp increase in cargo flow led to overloading of ports and the Trans-Siberian Railway, causing months-long delivery delays.
– Strikes on shipping force Russian businesses to abandon the Black Sea route, complicating logistics, increasing delivery times, and raising transportation costs.
3. Russian oil sea exports fell to a seven-week low due to logistics issues and cargo accumulation.
– Russian oil sea exports fell to 3.9 million barrels per day in the four weeks to August 2, the lowest level since mid-June. In the last week, daily shipments dropped further from 4.21 million to 3.52 million barrels, and the total export volume decreased from 29.47 million to 24.61 million barrels.
– A temporary reduction in attacks on refineries in the second half of July allowed for partial recovery of oil processing, which reduced the volume of crude available for export. However, recent attacks on the Ryazan, Volgograd, Saratov refineries, and the Ufa refining cluster could change the situation again.
– Additional pressure is created by problems with sea logistics. Shipments through Novorossiysk remain significantly below peak levels due to security risks in the Black Sea, and exports from Murmansk have also dropped sharply.
– Supplies to Asian buyers, including shipments without a specified final destination, fell to 3.62 million barrels per day compared to 3.76 million the previous week.
– Nonetheless, average gross revenue from exports in the four weeks to August 2 rose by $60 million to $1.69 billion per week, mainly due to higher oil prices.
4. Wage arrears in Russia’s construction sector have more than doubled.
– As of the end of June, overdue wage arrears in construction reached 1.46 billion rubles, 2.13 times higher than a year earlier, according to Rosstat data.
– The main reason was mass payment delays by clients, causing construction companies to face cash flow gaps.
– At the same time, high key interest rates and tough credit conditions prevent developers from covering working capital deficits with bank loans. The real volume of arrears could be much higher, as official statistics do not account for small businesses often working with municipal clients.
– The situation is worsening amid a crisis in the industry: from January to May 2026, construction volumes in Russia fell by 7.4%, and new housing completion in the first half decreased by 22% year-on-year.
5. Putin allowed assets of foreign companies that left Russia not to be returned.
– Putin signed a law allowing new Russian owners to cancel the right of foreign companies to repurchase assets sold after the start of the full-scale war through court.
– The law applies to companies from so-called “unfriendly” countries that left the Russian market after February 24, 2022. A court can annul the right to repurchase if the company supported sanctions against Russia, called for their imposition, condemned the actions of the Russian army, or, according to the authorities, failed to fulfill its obligations.
– Formally, the law provides for the possibility of receiving compensation within a year after the court’s decision, but the court may reduce the amount or deny payment altogether.
– The new rules further increase risks for foreign investors, effectively legalizing the complete loss of assets and worsening Russia’s investment attractiveness.
6. Gasoline and diesel fuel exports from Belarus to Russia in July reached a record level.
– In July, gasoline deliveries from Belarus to Russia by rail increased by 13% compared to June — up to 212,000 tons, and diesel fuel deliveries doubled to 162,000 tons. Belarus supplies Russia with fuel from its two refineries, which operate on Russian oil and have a total capacity of 24 million tons per year (about 480,000 barrels per day).
– By the end of January–July, gasoline exports from Belarus to Russia increased 25 times compared to the same period last year — nearly reaching 665,000 tons, and diesel fuel deliveries increased almost seven times to 418,000 tons.
– The sharp rise in imports indicates a deepening fuel crisis in Russia. Besides Belarus, the country has already started importing gasoline from India, Kazakhstan, and Morocco.
– At the beginning of July, gasoline production in Russia fell to 65% of average seasonal consumption, and diesel fuel production decreased to approximately the level of domestic demand due to refineries shutting down following Ukrainian strikes.
7. India refused to purchase Russian Su-57 fighters.
– India will not be purchasing the latest Russian Su-57 fighters in the near future. This was announced by the country’s Ministry of Defense Secretary Rajesh Kumar Singh. According to him, New Delhi will focus on upgrading the existing Su-30MKI, which are produced in India under a Russian license.
– Russia hoped to sell India 36–40 Su-57 fighters with the possibility of local assembly and technology transfer. Instead, India plans to invest in the purchase of additional French Rafale fighters and the development of its own fifth-generation aircraft, AMCA.
– India’s refusal is another blow to Russia’s attempts to promote the Su-57 on the international arms market, depriving the Russian defense industry of a potential multi-billion dollar export contract.
8. Syria is ready to sharply reduce imports of Russian oil for lifting U.S. sanctions.
– Syria has agreed to significantly reduce purchases of Russian oil as part of negotiations with the U.S. to exclude the country from the list of state sponsors of terrorism. Washington did not make this an official condition but indicated that abandoning Russian oil would expedite the lifting of sanctions.
– Currently, Russia supplies Syria with about 60,000 barrels of oil per day, and since the beginning of the year, deliveries have increased by approximately 75%, making it the main supplier to the country. Meanwhile, the Syrian authorities claim that after lifting sanctions, they will be able to diversify energy imports and are already negotiating with other suppliers.
– For Russia, this means the risk of losing another foreign oil market and weakening economic and political influence in the Middle East. The U.S. aims to limit Russian presence in Syria, particularly around the bases in Tartus and Khmeimim.
