Let’s talk about the Russian “death spiral” - not the fun kind

@johnsonger1959.bsky.social

russian death spiral is not the fun kind, its the one where the whole system eats itself and calls it a diet. no gas, grain rotting, wildberries faceplanted, and the only thing growing is the unemployment line. kremlin economics is just breaking new shit to fix old shit, then blaming the weather.

gas station of europe, now with no gas

remember when ruzzia was the gas station of europe? now its the gas station with a closed sign, a puddle of mystery juice, and the cashier is selling you fuel from a bucket. refineries keep getting smoked, supply chain is held together with spit and prayer, and the fix is to water down the leftovers. if your lada ran rough before, wait till you fill up with this stuff, its red bull for engines except it kills them faster.

the regime just shrugs, blames “temporary logistical issues,” and hopes nobody notices the lines at the pump are longer than the lines for a new iphone. they act like its all fine, but the only thing running smooth is the bullshit.

russian gas is now a meme, not a business.

breadbasket to compost heap

russia loves to brag about being a breadbasket, but right now its just a compost heap. grain is chilling in the fields, going moldy, logistics are shot, and the only thing getting shipped out on time is excuses. farmers watch their harvest rot while the government tells them to be patient, like the weather is gonna reverse spoilage if you just believe hard enough.

the pile of unsold grain is growing, and so is the list of bankrupt farms. export routes are a mess, and the only thing moving is the goalposts.

  • grain rotting in fields
  • logistics broken
  • farmers bankrupt
  • government selling hopium

the only thing russia exports reliably is cope.

wildberries: from trillion rubles to please clap

wildberries was supposed to be russian amazon, but if amazon was run by a drunk uncle who lost the warehouse keys. ukrainian drones turned their logistics hubs into bonfires, and now the company is in a death rattle. theyre still “operating” if you count delivering late, not paying sellers, and launching a messenger app nobody asked for as “operating.”

putin mumbled about rebuilding logistics “on a new technological level,” which is code for “we have no idea, but itll sound fancy on tv.” sellers are out billions, companys broke, and the state is not bailing anyone out. wildberries went from trillion-ruble turnover to “please clap” in record time.

when your biggest online marketplace gets smoked, its not just the sellers who eat dirt. banks holding their loans start sweating, logistics firms lose contracts, and the whole “platform economy” turns into a cautionary tale. if youre a small business, good luck finding a new sales channel that doesnt take half your profit or make you deliver by donkey.

wildberries collapse is the regime’s business plan in miniature: burn it down, blame someone else, move on.

unemployment? just a “market cooling”

kremlin’s got it covered, just call the unemployment spike in moscow and big cities a “normalization” or “market cooling.” economist-speak for “we’re out of ideas, but if we say it calmly maybe you won’t panic.” layoffs are taboo, especially in those one-factory towns where the only other job is “wait for the next war.” if people are getting fired there, the money’s not just tight, its gone.

propaganda machine will tell you its all part of the plan, just like the five-year plans that never hit their targets unless you count “number of new cemeteries.” the only thing more inflated than their numbers is their sense of control.

the only thing spinning faster than the propaganda is the drain.

sanctions, substitution, and the meme economy

this isnt just bad luck or “temporary turbulence.” this is what happens when your whole economy is built on selling raw stuff, skimming off the top, and calling it a strategy. sanctions didnt nuke the economy overnight, but they turned “import substitution” into a meme and “made in russia” into a punchline.

war drags on, best and brightest are bailing, tech sector is in freefall, and the only innovation left is finding new ways to fudge the numbers. the spiral is simple: war eats the budget, budget cuts eat the economy, the economy eats itself, and the regime eats whatever’s left.

  • war eats budget
  • budget cuts eat economy
  • economy eats itself
  • regime eats the scraps

every fix is just squeezing someone else harder, and when that stops working, they just stop talking about it. if you cant see the problem, maybe itll go away. spoiler: it doesnt.

wildberries collapse: reality check for the urban cope

drone strikes didnt just torch warehouses, they torched the illusion that the war was “somewhere else.” for the urban middle class who thought they could just keep shopping and scrolling, this was a wake-up call. now the war is your package delayed, your side hustle gone, your bank calling about that loan you cant pay back because your inventory is ashes.

the psychological hit is almost bigger than the financial one. message is clear: nobody’s safe from the fallout, not even the people who thought they could sit this one out.

dont buy the cope that “trade will just find another channel.” sure, some stuff gets through, but its slower, pricier, and shadier. next-day delivery is over, get ready for “maybe next month, if the truck doesnt break down or get jacked.” sellers already got squeezed by wildberries’ insane commissions, now theyre getting squeezed by reality.

the only thing more inflated than prices is the government’s sense of control.

banks sweating, regime spinning

when wildberries faceplants, its not just sellers who lose. banks holding their loans are staring at a black hole in their balance sheets. multiply that by every other business getting hammered by sanctions, supply chain chaos, or just plain mismanagement, and youve got a financial sector one bad quarter away from a panic attack.

the regime can paper over the cracks for a while, but eventually the bill comes due. and when it does, the only thing left to export will be more excuses.

propaganda machine is working overtime. every new crisis, the talking heads line up to explain why its actually good, or at least not as bad as it looks. gas shortage? “modernize” the fuel sector. grain rotting? “market adjustment.” wildberries burning down? “rethink logistics.” unemployment up? “labor market cooling.” its like watching a chef burn down the kitchen and call it “open flame cooking.”

the only people buying it are the ones who have no choice.

spiral keeps spinning, war keeps eating

the spiral isnt slowing down. every “solution” just spins it faster. cut corners on fuel, engines die, transport gets pricier, food costs go up, people buy less, businesses close, more layoffs, more rot. rinse, repeat. the regime cant print enough propaganda to cover the smell.

the war is not just a backdrop, its the main event. every drone strike, every blown-up refinery, every burned warehouse is a reminder that the “special operation” is eating the country from the inside out. kremlin can threaten the world every tuesday, but by wednesday theyre back to counting losses and explaining why the latest setback is actually a win.

the only thing theyre denazifying is their own economy, one disaster at a time.

endgame? there isnt one

so whats the endgame? there isnt one. the spiral keeps spinning till theres nothing left to chew on. regime keeps robbing, propaganda keeps spinning, people keep coping or leaving if they can. the only thing that might break the cycle is reality finally catching up, but by then the only thing left to export will be stories about how it all went wrong.

in the meantime, the rest of us get to watch the circus. every new crisis is another clown car pulling up, another round of excuses, another chance to point and laugh. “second army of the world” cant keep the lights on, cant keep the shelves stocked, cant even keep their own marketplaces from burning down. but hey, at least theyve got plenty of washing machines. maybe they can trade them for some gas. or a clue.

thats the russian death spiral: no gas, no grain, no wildberries, just a whole lot of cope and a regime that thinks denial is a growth strategy.

johnsonger1959.bsky.social
John Songer

@johnsonger1959.bsky.social

here for the good posts. coffee + film photography. no small talk

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