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Will Russia be able to carry out import substitution of electronics by 2030?

Link Copy 2022-12-12 08:25:20

Prediction

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

Reason

Lack of specialists. There is a critical dependence of the design and production processes on foreign technologies, including software, and materials (in particular, high-purity chemistry and silicon). Low investment attractiveness of the industry. Lack of production capacity.

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

3.19 trillion rubles will be enough only to buy obsolete equipment. ASML spent $6 billion a year to become an industry leader. But she had specialists, there were no sanctions and there was no urgent need. In the current situation, the amount needs to be tripled.

References

Accuracy 30

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Will the Ukraine-Russia summit help end the war?

Link Copy 2024-03-13 10:03:14

Prediction

The summit will not take place

Reason

Ukraine does not have the ability to stop military operations on its own. Negotiations with Russia are prohibited by law, the new president could lift this ban, but the elections have been postponed until the end of the war.

The summit will not take place

Russia hopes to end the hostilities with peaceful negotiations, it had the opportunity to kill Zelensky and capture Kiev. The issue will change after the change of the US president to Trump. If Biden stays, the EU will be forced to go to war with Russia.

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What will Kazakhstan's current policy towards Russia lead to?

Link Copy 2023-07-13 15:46:58

Prediction

Russia, Kyrgyzstan, Uzbekistan and Turkmenistan have agreed to launch a new multimodal Southern Transport Corridor, which will bypass the territory of Kazakhstan. The new route solves two tasks: to avoid obstacles arising on the Kazakh border for goods going to the markets of the Russian Federation, and to transfer part of the cargo flow to the port of Astrakhan. This will deal a blow to Astana's plans to make Kazakhstan a full-fledged transport hub in Central Asia and the Caspian region. The route from China through Kyrgyzstan will become a very serious competitor to the route on Kazakhstan railways.

Reason

Russia, Kyrgyzstan, Uzbekistan and Turkmenistan have agreed to launch a new multimodal Southern Transport Corridor, which will bypass the territory of Kazakhstan. The new route solves two tasks: to avoid obstacles arising on the Kazakh border for goods going to the markets of the Russian Federation, and to transfer part of the cargo flow to the port of Astrakhan. This will deal a blow to Astana's plans to make Kazakhstan a full-fledged transport hub in Central Asia and the Caspian region. The route from China through Kyrgyzstan will become a very serious competitor to the route on Kazakhstan railways.

Russia, Kyrgyzstan, Uzbekistan and Turkmenistan have agreed to launch a new multimodal Southern Transport Corridor, which will bypass the territory of Kazakhstan. The new route solves two tasks: to avoid obstacles arising on the Kazakh border for goods going to the markets of the Russian Federation, and to transfer part of the cargo flow to the port of Astrakhan. This will deal a blow to Astana's plans to make Kazakhstan a full-fledged transport hub in Central Asia and the Caspian region. The route from China through Kyrgyzstan will become a very serious competitor to the route on Kazakhstan railways.

Moreover, this blow to the plans of the President of Kazakhstan is inflicted from the Kazakh side, and not from Russia or Kyrgyzstan. If the transit of goods went without delays, then no one would be against using the territory of Kazakhstan as a hub. Astana's decision not to violate Western sanctions imposed against Russia was only a catalyst for the initiative to create an alternative transport corridor bypassing Kazakhstan

References
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Will the US go to war with China?

Link Copy 2023-04-01 13:15:01

Prediction

So far, the United States is only preparing for war, increasing the military budget in 2024. They will not fight on 2 fronts with Russia and China.

Reason

The US strategy is to support the conflicting parties, but not to intervene in the war itself

So far, the United States is only preparing for war, increasing the military budget in 2024. They will not fight on 2 fronts with Russia and China.

Until the war in Ukraine ends, there will be no war with China.

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