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The opening of the Strait of Hormuz brought oil down to $74 — and triggered a chain of consequences for the ruble. Experts interviewed by Vedomosti agree: by the autumn of 2026, the dollar will begin to move towards 85 rubles, and by the end of the year, the exchange rate may reach 83-90 rubles. The effect on the ruble will manifest itself with a delay of 1.5–2 months — that is, strong pressure will begin in August–September. Now the ruble is still holding up.

Starting from July 30, 2026, a new indirect tax declaration form, CND 1151088, will be introduced. The main change: a special section is added to the declaration, where it is necessary to specify the data from the document on the upcoming delivery (DPP) of the SPOT system and calculate taxes. For accountants of foreign economic activity companies importing goods from the EAEU by road, one month is required to restructure the accounting process.

The trial period of the Wildberries and Ozon complaint service through the Public Services portal ended on June 30, 2026. During the month of operation, the service accepted complaints in three categories: refusal to return the product, refusal to refund the money, and delayed payment for a cancelled order. Now the Ministry of Digital Services and Rospotrebnadzor will evaluate the results of the experiment and determine the future fate of the tool.

The Bank of Russia has announced the parameters of foreign exchange transactions for the second half of 2026: daily currency sales are reduced by 8 times — from 4.62 billion to 0.58 billion rubles. This is one of the key stabilizers of the ruble, which operated in the first half of the year. Without it, the pressure on the exchange rate is completely transferred to oil prices and supply and demand in the market. With Brent at $72-73 and the growing demand for foreign currency from importers, the

After the successful pilot of the Brazilian Drex with the UAE digital dirhams and the announcement of the commercial readiness of the Chinese mBridge, technical negotiations on the integration of the two CBDC systems are continuing. There is no direct Drex–mBridge yet, but the UAE participates in both systems simultaneously, and this creates a transit route. For Russian businesses trading with Brazil through China or the UAE, this is a new potential settlement channel on the horizon of 1-2 years

After a sharp drop in imports from China in March–April 2026, during the peak of the Hormuz crisis and maximum uncertainty, strong pent—up demand has emerged since May. Importers who postponed purchases started booking containers at the same time. The result is overbooking on the China—Russia routes via Zabaikalsk and Vladivostok. The delivery time has increased, and the slots are occupied for weeks ahead.

Deputy Prime Minister Alexander Novak said that Russian and Chinese companies have reached the final stage of agreeing on specific contracts for the Power of Siberia-2. The route has been determined, and political decisions have been made at the leadership level. Kremlin spokesman Peskov confirmed that an understanding on key parameters has been reached, and a result is expected in the near future. On May 21, the Chinese Foreign Ministry announced China's readiness to strengthen cooperation on t

Russian companies transfer logistics en masse to third-party operators. The reasons are the high key rate and the shortage of warehouse space. It is unprofitable to build your own warehouse at a loan cost above 14%. 3PL operators are recording a sharp increase in demand for comprehensive storage and delivery services.

China has announced the launch of an orbital computing systems program, which processes data directly on spacecraft without transmitting it to Earth. The direction is included in the new five-year technological plan. At the same time, the semiconductor localization program is accelerating: the goal is independence from Western components by 2028. For Russian importers of electronics, this means the emergence of new categories of Chinese components in the medium term.

On the evening of June 14, Iran's Supreme National Security Council approved the final text of the memorandum of understanding. On June 15, Trump announced: "The deal with the Islamic Republic of Iran has been concluded." The US naval blockade is lifted immediately, and military operations on all fronts, including Lebanon, are halted. The Strait of Hormuz will be fully opened to free navigation on June 19, after the formal signing of the memorandum in Switzerland.