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The Ukrainian economy at war (2024) - Defence production, energy and endurance

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  1. l_one
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    Description copied from YouTube. Note that links show as shortened and do not copy properly, to click on links, do so from the YouTube description. Recently, we spoke about the state of Russia's...

    Description copied from YouTube. Note that links show as shortened and do not copy properly, to click on links, do so from the YouTube description.

    Recently, we spoke about the state of Russia's economy after more than two and a half years of war. It was characterised by strong growth but also signs of overheating, as the economy ran at or beyond capacity.

    Today, I want to cover the other side, and look at how Ukraine's is holding on after extensive Russian pressure. I'll look at headline economic indicators, the budget, defence production, and the impact of attacks on Ukraine's energy grid.

    Data, graphs and finances - it's sure to be a great time (if the upload is correct this time).

    Patreon:
    / perunau

    Reading and Sourcing:

    IMF - Fourth Review of the Extended Arrangement under the Extended Fund Facility... and Statement by the Executive Director for Ukraine
    https://www.imf.org/en/Publications/C...

    IMF reach staff level agreement on fifth review under the EFF
    https://www.imf.org/en/News/Articles/...

    Centre for Economic Strategy (Ukrainian) war economy tracker
    https://ces.org.ua/en/tracker-economy...

    OECD outlook, Ukraine 2024
    https://newsukraine.rbc.ua/news/ukrai...

    Russia increasing key rate to 19%
    https://www.cbr.ru/eng/press/keypr/

    Reporting on Ukraine deal on pre-war debt
    https://www.politico.eu/article/ukrai...

    Ukraine approves draft 2025 budget
    https://www.reuters.com/world/europe/...

    https://www.pravda.com.ua/eng/news/20...

    https://www.pravda.com.ua/eng/news/20...

    https://newsukraine.rbc.ua/news/ukrai...

    August Russian missile attack, example reporting
    https://www.abc.net.au/news/2024-08-2...

    Previous and other missile attack reporting
    https://www.aljazeera.com/news/2024/9...

    https://apnews.com/article/russia-ukr...

    https://www.cbsnews.com/news/russia-m...

    Bodhana production reporting
    https://kyivindependent.com/ukraines-...

    Funding of UA defence industry using proceeds of Russian assets
    https://neighbourhood-enlargement.ec....

    https://euromaidanpress.com/2024/09/2...

    Rheinmetall in Ukraine

    https://www.rheinmetall.com/en/compan...

    https://thedefensepost.com/2024/05/17....

    https://www.rheinmetall.com/en/media/...

    https://www.dw.com/en/ukraine-updates...

    https://www.rheinmetall.com/en/media/...

    https://www.defenseone.com/business/2...

    https://www.defensenews.com/global/eu...

    Caveats & Comments:
    All normal caveats and comments apply. In particular – I would like to note as always that this material has been created for entertainment purposes and is not intended to be a complete or comprehensive examination of the topic in question and should not be relied upon to inform financial or other similar decisions.

    Timestamps:
    00:00:00 — Opening Words
    00:01:01 — What Am I Talking About?
    00:03:26 — Looking At Ukraine
    00:10:38 — Production Volumes
    00:13:35 — Fiscal Stability
    00:26:40 — Defence Production
    00:38:08 — The Long Range Strike Campaign
    00:41:11 — The Ukrainian Power Grid
    00:51:45 — What Is Going On Here?
    00:56:38 — Interpreting The Data
    01:03:08 — A Hard Winter Ahead
    01:05:03 — Channel Update