🥤 “Afghan Coca-Cola” Floods the Russian Market

After Coca-Cola left Russia in 2022, demand remained — only the supply route changed.

📦 2024–2026: 100–140 million cans and bottles of Coca-Cola, Fanta, and Sprite
💰 Value: ₽10–14 billion
🚛 Shipments: About 1,900 batches
🏭 Source: Afghanistan’s Habib Gulzar bottling plant

Officially shipped to Kazakhstan and other CIS countries, much of the product eventually reaches Russia.

🛒 Sold through marketplaces, wholesalers, small stores, and some retail chains.

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TradeReport — экономика Казахстана без воды

Если вам надоели сухие пресс-релизы, репосты, красивые отчеты без смысла и новости, где за цифрами не видно реальной картины, тогда вам в TradeReport.

Здесь простым языком разбираются внешняя торговля, инвестиции, импорт, экспорт, промышленность, регионы, цены, инфраструктура и экономические зависимости Казахстана и Центральной Азии.

Только цифры, контекст и выводы: что растет, что проседает, где скрыты риски и почему это важно для бизнеса, государства и обычных людей.

TradeReport читают те, кому важно понимать экономику не по заголовкам, а по данным.

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TRADEREPORT | THREADS

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🇷🇺📊 Russia Maintains Trade Surplus in January–April 2026, but the Gap Narrows

According to Russia’s Federal Customs Service (FCS), the country maintained a positive foreign trade balance during the first four months of 2026. However, the trade surplus declined by 3.36% year-on-year to $43.1 billion.

📈 Exports increased by $4.5 billion, reaching $135.4 billion.

📦 Imports grew even faster, rising by $6 billion to $92.3 billion.

🔄 Total trade turnover reached $227.7 billion, up 4.83% compared to the same period in 2025.

Regional breakdown:

➡️ Europe
• Exports: ↓ 11% to $18 billion
• Imports: ↑ 6.8% to $23.8 billion

➡️ Asia
• Exports: ↓ 8.6% to $61.9 billion
• Imports: ↑ 7.3% to $61.9 billion

➡️ Africa
• Exports: ↓ 11.5% to $6.1 billion
• Imports: ↓ 5.2% to $1.5 billion

➡️ North & South America
• Exports: ↓ 24% to $3.3 billion
• Imports: ↑ 7.2% to $5.1 billion

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⚡🌍 One World, Many Energy Paths

Every country powers its economy differently:

🇺🇸 United States — Natural Gas
🇫🇷 France — Nuclear Energy
🇳🇴 Norway — Hydropower
🇨🇳🇦🇺 China & Australia — Coal
🇨🇱 Chile — Solar Power
🇰🇪 Kenya — Geothermal Energy

💡 Key takeaway: There is no single global energy transition.

Energy choices depend on natural resources, infrastructure, energy security, geography, and cost.

The future of energy won’t be one technology — it will be a different mix in every country.

#Energy #PowerMarkets #EnergyTransition #Electricity #Commodities #Infrastructure

🇷🇺🦀🇲🇽 Russia Exports Crabs to Mexico for the First Time

In January–May 2026, Russia exported approximately 3.5 tons of frozen crabs to Mexico, valued at around US$200,000. This marks the first-ever recorded shipment of Russian crabs to the Mexican market.

Other Russian agricultural exports to Mexico in 2026 included:
☕ Instant coffee — over US$1.7 million
🍞 Active yeast — over US$530,000
🍺 Beer — over US$10,000

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⚠️ Planning to send an advance payment for sulphur, urea, diesel, grain, metals, or other commodities from Kazakhstan or any other country?

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📊 Great infographic and analysis of natural gas exports from Central Asia and the Caspian region.

🔥 Azerbaijan earns more from gas exports than its Central Asian neighbors thanks to access to the premium European market.

💰 In 2025, Azerbaijan generated around $9 billion in gas export revenue, nearly matching Turkmenistan despite lower export volumes.

🇨🇳 Kazakhstan, Turkmenistan, and Uzbekistan mainly supply gas to China at stable prices of $230–250 per 1,000 m³. Kazakhstan and Uzbekistan have already reduced exports due to rising domestic demand.

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🟡 CIS Sulphur Production — Key Plants & Volumes (2025)

Sulphur in the CIS is mainly a by-product of oil & gas processing.

🏆 Main production hubs:

🇷🇺 Russia — ~5.5–6.5 mln t/year
• Astrakhan GPP — ~3.0–3.5
• Orenburg GPP — ~0.8–1.0
• Refineries (Volga/Ural) — ~1.5–2.0

🇰🇿 Kazakhstan — ~4.0–4.5 mln t/year
• Tengiz — ~2.4–2.7
• Kashagan (Bolashak/NCOC) — ~1.1–1.3
• Karachaganak chain — ~0.3–0.5

🇹🇲 Turkmenistan — ~1.2–1.5 mln t/year
• Galkynysh complex

🇺🇿 Uzbekistan — ~0.35–0.45 mln t/year
• Mubarek + Shurtan plants

📊 Market view:
Russia + Kazakhstan = ~80–85% of CIS sulphur supply
Kazakhstan leads exports, Russia leads total production

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🏭🌍 Global aluminum production remains heavily concentrated, with a handful of countries accounting for most of the world’s primary aluminum output.

Top producers by annual output:

🇨🇳 China – 41.0 million tons (59%)
🇮🇳 India – 4.1 million tons (6%)
🇷🇺 Russia – 3.8 million tons (5%)
🇨🇦 Canada – 3.0 million tons (4%)
🇦🇪 UAE – 2.7 million tons (4%)
🇧🇭 Bahrain – 1.6 million tons (2%)
🇦🇺 Australia – 1.5 million tons (2%)
🇳🇴 Norway – 1.3 million tons (2%)
🇧🇷 Brazil – 1.1 million tons (2%)

China alone produces nearly 60% of the world’s aluminum, while India, Russia, Canada, and the UAE form the second tier of major producers. Aluminum remains a critical material for construction, transportation, packaging, power infrastructure, and manufacturing worldwide. (Elements⁠)

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🌍 94% of Kazakhstan’s Sulphur Production is Exported

📊 Key facts (March 2025 – March 2026):

✅ 1,147 export shipments
✅ 88 exporters in Kazakhstan
✅ 112 importing companies
✅ 29 destination countries

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🇮🇷🍎🥒 EAEU Prepares New Duty-Free Quotas for Iranian Fruits and Vegetables

The Eurasian Economic Commission is planning to expand the list of Iranian agricultural products eligible for duty-free import quotas starting in 2027.

For Russia, the proposed annual quotas include:
• 18.8K tons of potatoes
• 26.8K tons of tomatoes
• 37.4K tons of cucumbers and gherkins
• 86.7K tons of apples
• Additional quotas for cabbage, beetroot, carrots, and canned tomatoes

The quota volumes are expected to remain at the same levels as in 2026. In addition, a 5,000-ton quota for Iranian poultry meat and by-products is already in place for 2026 across EAEU member states.

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Current oil rates including freight:

🇰🇿 Kazakhstan’s Food Security Snapshot

Kazakhstan remains one of the world’s key agricultural producers and ranks 32nd globally in food security.

📊 Self-sufficiency levels by product:

• Legumes – 696% (major export product)
• Grain & Flour – Surplus (export-oriented)
• Fruits – 237%
• Potatoes – 126%
• Vegetables – 104%
• Chicken Eggs – 100%
• Meat – 89%
• Milk – 82%
• Fish – 66%

⚠️ Import-dependent sectors:
• Cheese
• Sugar

Kazakhstan comfortably meets domestic demand for most staple foods while maintaining strong export positions in several agricultural categories.

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Urea is one of the most actively traded fertilizers in the world.

A large share of global demand is concentrated in a relatively small number of importing countries — shaping trade flows, freight routes, pricing, and overall market dynamics.

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