Consumption of durable goods came down because of the extremely high interest rates. But there are already signs of a small recovery in consumer lending after the Russian Central Bank cut the rate down from 21% to 17%.
I also expect civilian aircraft production to resume next year of 2026. At most it might be delayed by another year to 2027 but I kind of doubt it.
The rise of consumer gas prices probably had some impact but Gazprom still needs to fund gasification of the country as imposed by the federal government and they no longer have the revenues from European gas sales to fund it. PoS-2 will only come online likely next decade. The oil industry probably was still dependent on Western imports of equipment and consumables which now are impossible to import directly leading to costly workarounds.
Russia started putting into service large power generation F-class gas turbines of 110 and 170 MW this year. Clearly the energy industry is not only coping but coming up with its own products to replace Western imports.
