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Russia’s Economy Enters the ‘Death Zone

Falling exports with mounting fiscal strain point to stability without recovery.

Overview

  • As the war enters its fifth year, analysts say the wartime economy has been reshaped in ways that are difficult to reverse without another crisis.
  • Growth slowed to about 1 percent in 2025, and forecasts indicate a weaker 2026.
  • Export revenues are declining, and broader weakness means higher taxes cannot close widening budget gaps.
  • Observers describe a “negative equilibrium” in which the system holds together while consuming its future productive capacity.
  • Expectations of a rapid collapse are dismissed, with the outlook framed as prolonged erosion rather than a rebound.