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Chartbook
Sanctions 2026 Russia
Russia Chartbook. September 2026
05 OCT 2026
The August Russia Chartbook by KSE Institute examines the continued decline in Russia’s oil export earnings amid lower export volumes, the growing federal budget deficit, and increasingly constrained financing options. At the same time, the macroeconomic outlook remains fragile amid rising inflation expectations and broader economic pressures.
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Study
Sanctions 2026 Russia
Assessing Russia’s War-Financing Capacity
30 SEP 2026
The study assesses Russia’s capacity to continue financing its war against Ukraine amid a widening federal budget deficit, depleted fiscal buffers, and growing pressure on the banking system. It examines the main financing channels — the National Wealth Fund, Treasury cash balances, and domestic borrowing — as well as future financing scenarios and measures to further constrain Russia’s war-financing capacity.
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Chartbook
Sanctions 2026 Russia
Russia Chartbook. August 2026
31 AUG 2026
The August Russia Chartbook by KSE Institute examines the continued decline in Russia’s oil export earnings amid lower export volumes, the growing federal budget deficit, and increasingly constrained financing options. At the same time, the macroeconomic outlook remains fragile amid rising inflation expectations and broader economic pressures.
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Study
Sanctions 2026 Ukraine
Ship-to-Ship Operations with Russian Oil: Geography, Logistics, and Sanctions
31 AUG 2026
Analysis of ship-to-ship (STS) transfers of Russian oil, including the geography of operations, their role in Russia’s seaborne oil exports, the composition of the vessels involved, and sanctions coverage of tankers.
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Chartbook
Sanctions 2026 Russia
Russia Chartbook. July 2026
24 JUN 2026
The July Russia Chartbook by KSE Institute examines how higher oil prices linked to the Iran war temporarily supported Russia’s export earnings and budget revenues. Yet this effect is already fading, while a lasting peace deal in the Middle East could deepen Russia’s structural economic challenges.
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Chartbook
Sanctions 2026 Russia
Russia Chartbook. June 2026
24 JUN 2026
The June Russia Chartbook by KSE Institute examines how higher oil prices linked to the Iran war temporarily supported Russia’s export earnings and budget revenues. Yet this effect is already fading, while a lasting peace deal in the Middle East could deepen Russia’s structural economic challenges.
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Analytical product
Sanctions 2026 Russia
Shadow fleet tracker. May 2026
04 JUN 2026
Tracking Russian oil shipments carried by the shadow fleet, tracking Russian oil shipments carried by the shadow fleet, including cargo destinations, vessel ownership, and changes in fleet composition.
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Analytical product
Sanctions 2026 Russia
Russian Oil Tracker. May 2026
04 JUN 2026
Analyzes Russia’s exports of crude oil and petroleum products, which are critical for macroeconomic stability and the budget.
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Chartbook
Sanctions 2026 Russia
Russia Chartbook. May 2026
29 MAY 2026
Analysis of the effectiveness of sanctions on Russian crude oil, including widespread price cap violations, the rise of the shadow fleet, and the impact on Russia’s macroeconomic situation. The study documents detected cases of fraud and proposes measures to improve enforcement mechanisms.
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Analytical product
Sanctions 2026 Russia
The Role of the Russian Flag in Shadow Fleet Operations – May 2026
14 MAY 2026
Analysis of how Russia is increasingly registering sanctioned tankers under its own flag.
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Study
Sanctions 2026 Russia
The Impact of Shadow Tanker Designations
01 MAY 2026
An analysis examines how US and EU sanctions on shadow fleet vessels have reshaped the maritime transport of Russian oil.
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Analytical product
Sanctions 2026 Russia
Russia Oil Tracker February 2026
10 MAR 2026
Russian Oil Tracker – February 2026: Weak oil revenues persist as sanctions continue reshaping export structure
1000
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Publications
12
Key topics
100
Authors
10
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Years of analytical work