Russia’s Budget ⁣Deficit Soars Amid Falling Oil Revenues

⁣ Updated⁤ June 10, 2025

Russia’s budget took a hit in May 2025, with the deficit increasing by ‍168 billion​ rubles ($2.18 billion), according‍ to the Finance Ministry. This​ brings the total deficit for ‍the first five months of the year to 3.4 trillion rubles ($44.2 billion), or ​1.5% of GDP.

The current deficit is nearly five times higher than the same period in 2024 and‍ approaches the⁣ initially projected ⁣deficit for the entire year, which was 3.8 trillion rubles ($49.4 billion), or 1.7% of GDP. The Finance ministry initially aimed for a smaller deficit of 1.2 trillion rubles⁤ ($15.6 billion),or 0.5% of GDP.

Economist Yegor‍ Susin noted that May’s​ budget results were worse than anticipated. Revenue ⁤growth has slowed, and spending, while reduced from early-year advance payments, has not decreased as⁣ much as was to be expected.

Analysts at MMI are concerned⁤ that⁢ the budget situation is⁤ becoming increasingly critical, forecasting a deficit of 6 to 7 trillion rubles ($78-91 ‌billion). The slump in⁤ oil and gas revenues is a primary factor, dropping⁤ to 513 billion rubles ($6.67 billion) in May,‌ the lowest in two and a half⁤ years. Over the first five months‌ of ⁤2025,these revenues totaled 4.24 ‌trillion rubles ($55.1 billion), a 14.4% decrease from the previous year.

Non-oil and gas revenues are providing⁣ some offset, exceeding the revised target with nearly 2 trillion rubles ($26 billion) in May.⁤ Over five months, they totaled 10.5 trillion rubles ($136.5 billion),‍ a 12.3% increase from January-May ‌2024, driven by ‌higher corporate ⁢profit⁤ taxes and increased turnover taxes.

Budget spending in May reached⁢ 2.6 trillion rubles ($33.8 billion), and 18.1 trillion rubles ($235.3 billion) over five ‌months, exceeding last‌ year’s figures by 3.1 trillion rubles ($40.3 billion). The‍ Finance Ministry remains ​confident that the budget will meet the updated plan, partly financed by extra non-oil and gas revenues from late 2024.

Analysts at⁢ tverdyye Tsifry ⁤observed that spending remains on a high​ trajectory,with an annual growth rate of 21% for January-May.

To ‍meet the revised annual target, Gazprombank ‍analysts estimate the Finance Ministry needs to maintain a‌ monthly surplus of 270 billion rubles ($3.51 billion) from May through November.

Experts at the Gaidar Institute predicted the budget deficit would improve after peaking in ⁤May-June. However, they cautioned that‌ economic slowdown, trade conditions, high interest rates, and⁣ geopolitical‍ challenges are straining the budget.

Still, they suggest borrowing and ‍using ⁢liquid ⁣assets from the National‍ Welfare Fund could cover the shortfall. The liquid portion of the fund had‌ decreased to 2.8 trillion rubles ($36.4 billion) by‍ the‌ end of May, with 447 billion rubles ($5.81 billion) allocated ⁣to cover the oil and gas revenue shortfall.

What’s next

The Finance Ministry plans total spending of 42.3 trillion rubles ⁢($549.9 billion) for the ⁢year,requiring a 3.9% spending cut in the second half compared ‍to June-December 2024, according to‌ MMI analysts. The⁣ government will likely explore various measures to stabilize the ‍budget amid ‌ongoing economic pressures.