The premium on Russian primary aluminum in China dropped from 500 USD over Chinese primary aluminum to almost zero. This is due to the recovery of exports from the Middle East and the drop in domestic demand in China itself.
According to Rosstat the Russian economy grew by 1% in Q3 2026 I would point to catering going up by 5,2% even though secondary data shows shrinking and construction by 2% despite again secondary data being terrible.
Russian Ural oil prices dropped by 23,93-24,73 USD per barrel in the week ending on November 6th. Discounts rose by 2,15-2,95 USD per barrel to the highest they have been since April 2023. By comparison freight costs dropped by only 0,5-0,87 USD per barrel.
The premiums to insure Russian data centers against terrorism and sabotage which includes drone attacks has grown from 0,03-0,06% of the insured amount to now start at 1% and can go as high as 5%.