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Russians turn to cash amid wartime economic strain

Created at 19 Jul · 12:11 AM1 source↑ Market-relevant
IN SHORT

Russians are increasingly withdrawing cash and using it for transactions, driven by mobile internet shutdowns disrupting card payments and businesses seeking to evade taxes. This trend adds further pressure to Russia's slowing wartime economy, which is already facing a widening budget deficit.

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Key Numbers

1.56tn roublescash added to circulation in Russia this year
£14.8bncash added to circulation in Russia this year
$20bncash added to circulation in Russia this year
0.4%Russian GDP growth forecast for 2026
20%previous VAT rate in Russia
22%current VAT rate in Russia
6%entrepreneurs using 'grey schemes'
550bn roubleswithdrawn from Russian bank accounts in May
200bn roubleswithdrawn from fixed-term deposits in May
10%interest rate on Sberbank one-year fixed-term deposit

Who's Involved

Central Bank
analyzed for cash circulation figures
Vladimir Putin
announced partial mobilization in September 2022
Taras Skvortsov
Chief Financial Officer of Sberbank
Interfax
state news agency citing Sberbank comments
Opora Russia
SME association that conducted a survey
Alexander Kolyandr
non-resident senior fellow at the Center for European Policy Analysis
Sberbank
Russia's largest lender

↳ Why This Matters

The increasing reliance on cash and the growth of the shadow economy in Russia pose significant challenges to the government's ability to fund its war effort and manage its economy, potentially exacerbating existing financial pressures and slowing economic growth.

Key facts

  • Russians are increasingly using cash due to mobile internet disruptions and tax evasion efforts.
  • Russia has added 1.56tn roubles in cash to circulation this year, a significant wartime surge.
  • The Russian economy ministry has lowered its 2026 GDP growth forecast to 0.4%.
  • VAT was increased to 22% in January, pushing some businesses towards informal cash transactions.
  • Sberbank noted a worrying trend of businesses paying wages 'in envelopes' to avoid taxes.

Russians are increasingly turning to cash as a financial buffer amid uncertainty, with mobile internet shutdowns disrupting card payments and a growing number of businesses seeking to evade taxes. This trend has led to a significant increase in cash in circulation, adding strain to Russia's wartime economy.

According to Central Bank figures analyzed by the BBC, Russia has added 1.56tn roubles (£14.8bn; $20bn) in cash into circulation since the start of the year. This surge follows earlier wartime increases in cash withdrawals, particularly after President Vladimir Putin's partial mobilization announcement in September 2022 and during the Wagner mercenary group's mutiny in June 2023.

The current spike is partly attributed to repeated mobile internet shutdowns across the country, implemented to counter Ukrainian drone attacks. These shutdowns leave many unable to use card payments, prompting individuals to keep cash on hand for security and to ensure they can purchase necessities.

This shift to cash complicates the government's efforts to collect taxes, especially as it faces a widening budget deficit to fund the war in Ukraine. The Russian economy is also showing signs of slowing, with the economy ministry cutting its 2026 GDP growth forecast to 0.4%. To boost revenues, the government increased VAT from 20% to 22% in January and lowered the threshold for small and medium-sized businesses, pushing many towards informal practices.

Businesses, including pharmacies, restaurants, and shops, are increasingly encouraging cash payments to keep income off the books and stay below the VAT threshold. Some market traders report that it is no longer profitable to stay open due to these pressures. Taras Skvortsov, CFO of Sberbank, warned of a worrying trend where more businesses are paying wages 'in envelopes' and cash is not returning to the banking system.

A survey by Opora Russia indicated that about 6% of entrepreneurs have resorted to 'grey schemes,' such as avoiding cash-register receipts, to cope with the tax burden. This includes understating turnover to remain below the VAT threshold and avoiding payroll taxes on cash wages.

Analysts note a conflict between the government's efforts to increase tax revenue and the impact of internet shutdowns that hinder tax collection. The traditional Soviet-era practice of holding cash 'under the mattress' is resurfacing, despite high interest rates on bank deposits aimed at combating inflation. In May, Russians withdrew 550bn roubles from bank accounts, including 200bn roubles from fixed-term deposits.

Frequently asked questions

Russians are turning to cash due to mobile internet shutdowns that disrupt card payments and a desire to keep income off the books to evade higher taxes.

Russia has added 1.56tn roubles (£14.8bn; $20bn) in cash into circulation this year, the largest amount for the equivalent period outside the Covid-19 pandemic.

The shift to cash makes it harder for the state to collect tax, contributing to a widening budget deficit and potentially slowing the broader economy, which is already facing reduced GDP growth forecasts.

The VAT rate in Russia was hiked from 20% to 22% in January.

What Happens Next

01The Kremlin aims to crack down on the shadow economy.
02Further government measures to increase tax revenue are expected.

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How It Developed

Russians are increasing cash withdrawals and usage.
Mobile internet shutdowns disrupt card payments.
Businesses are increasingly steering customers towards cash to avoid taxes.
Russia has added 1.56tn roubles in cash into circulation this year.
The Russian economy ministry cut its GDP growth forecast to 0.4% for 2026.
Kremlin hiked VAT from 20% to 22% in January.
Sberbank warned of businesses paying wages 'in envelopes'.
About 6% of entrepreneurs reported using 'grey schemes' to cope with tax burdens.

Sources

T1
Russians turn to cash, putting more strain on slowing wartime economyBBC News

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