Question 1

Сценарий A: Escalation?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Russia's increased agricultural exports trigger heightened geopolitical tensions as other nations seek to diversify their food supplies or retaliate against sanctions. This could lead to increased trade disputes and diplomatic friction, potentially escalating into a wider conflict with countries like the EU or US. * Confirmation indicators: A surge in Russian military activity near key agricultural export routes (e.g., Black Sea, Baltic Sea), followed by public statements from Western nations regarding potential sanctions on Russian agricultural exports. * Time horizon: 60-90 days Scenario B (Status Quo) — 38% * Chain: Russia's increased agricultural exports continue to be met with limited global response due to existing trade agreements, geopolitical complexities, and focus on other economic prior (31% model probability, not a guarantee)

Question 2

Сценарий B: Status Quo?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Russia's increased agricultural exports trigger heightened geopolitical tensions as other nations seek to diversify their food supplies or retaliate against sanctions. This could lead to increased trade disputes and diplomatic friction, potentially escalating into a wider conflict with countries like the EU or US. * Confirmation indicators: A surge in Russian military activity near key agricultural export routes (e.g., Black Sea, Baltic Sea), followed by public statements from Western nations regarding potential sanctions on Russian agricultural exports. * Time horizon: 60-90 days Scenario B (Status Quo) — 38% * Chain: Russia's increased agricultural exports continue to be met with limited global response due to existing trade agreements, geopolitical complexities, and focus on other economic prior (50% model probability, not a guarantee)

Question 3

Сценарий C: De-escalation?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Russia's increased agricultural exports trigger heightened geopolitical tensions as other nations seek to diversify their food supplies or retaliate against sanctions. This could lead to increased trade disputes and diplomatic friction, potentially escalating into a wider conflict with countries like the EU or US. * Confirmation indicators: A surge in Russian military activity near key agricultural export routes (e.g., Black Sea, Baltic Sea), followed by public statements from Western nations regarding potential sanctions on Russian agricultural exports. * Time horizon: 60-90 days Scenario B (Status Quo) — 38% * Chain: Russia's increased agricultural exports continue to be met with limited global response due to existing trade agreements, geopolitical complexities, and focus on other economic prior (19% model probability, not a guarantee)

Россия увеличит экспорт сельхозпродукции на 22,5% в 2026 году до около $16 млрд

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