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Russia's Pivot To Asia: Issue 59
October 30, 2025

The erratic nature of US-Russia relations was revealed this week with the postponement of the mooted Budapest summit and the imposition of US sanctions against Russian energy majors and the threats of secondary sanctions against China and India. We take a deep look into the economics to examine the implications. Elsewhere, our intelligence uncovers massive infrastructure development projects in as Russia’s economy diversifies, significant road development plans for Siberia, rail plans for the INSTC, improving supply chains to ASEAN and the likelihood of more Chinese Belt & Road Initiative infrastructure investment into Russia as the two countries update their investment treaty. With best regards; Russia’s Pivot To Asia

