
据路透社报道,消息人士透露,俄罗斯政府正准备在今年的预算中削减所有“非敏感”支出10%,但最终决定将取决于伊朗战争引发的油价上涨能否持续。
乌克兰战争已进入第五年,俄罗斯正面临双重打击:能源销售收入下降,经济放缓,进而影响到其他经济部门的税收收入。
政府计划向预算储备基金注入更多资金,以防止其枯竭。此举可能伴随着相应的支出削减。
一位因局势敏感而要求匿名的消息人士表示:“财政部已通知各预算资金分配机构,需要削减开支。他们现在正在商讨削减哪些项目。”四位接近政府的消息人士中,有两位知晓财政部内部沟通,他们提到了削减10%的预算,而另外两位则表示正在讨论削减方案,但未透露具体数额。
财政部在就此报道向路透社发表评论时表示,正在与其他部委商讨优先安排预算支出的措施。俄罗斯央行货币政策部门负责人安德烈·甘甘表示,优化支出无疑是值得欢迎的。
财政部补充说,这些决定不会影响俄罗斯在乌克兰开展的所谓“特殊军事行动”支出,也不会影响对俄罗斯公民的社会义务,但有助于避免债务增加,并维持国家财政的长期稳定。
消息人士称,此次削减并非全面进行,政治敏感的军事支出以及公共部门工作人员的工资或福利支出等社会敏感支出将不受影响。
另一位消息人士表示,“这通常是通过优化非必要开支来实现的。一些新项目将被搁置,例如建筑或道路维修。这些项目很可能会被削减。”
俄罗斯普通民众虽然受到通货膨胀加剧的影响,但尚未感受到高利率引发的经济放缓带来的普遍痛苦,政府削减开支也尚未导致大规模裁员。西方制裁损害了俄罗斯的全球能源销售,使经济形势雪上加霜。
2026年前两个月,俄罗斯的能源预算收入减少了一半,而整体收入下降了11%。俄罗斯去年不得不两次上调预算赤字预期,计划2026年赤字占国内生产总值(GDP)的1.6%。
美国和以色列袭击伊朗并关闭霍尔木兹海峡后,情况急转直下,油价飙升,对俄罗斯石油的需求也随之增加,美国甚至考虑解除对俄罗斯的制裁。
第三位消息人士称,油价长期上涨不可持续,目前的预算状况要求削减开支,无论短期油价如何波动。消息人士强调,目前尚未做出任何决定。
第四位消息人士表示:“由于大家都在观望伊朗冲突将如何影响油价,因此尚未决定削减开支的幅度。”
今年2月,俄罗斯总统弗拉基米尔·普京在克里姆林宫与政府官员举行了一次深夜会议,讨论预算状况。据总理米哈伊尔·米舒斯京称,会议持续了数小时。
会后,财政部长安东·西卢阿诺夫表示,政府将下调所谓的“石油截止价格”(目前为每桶59美元),高于该价格的能源收入将流入储备基金,此举旨在使石油价格与实际情况相符。
2月份,用于征税的俄罗斯石油平均价格比“截止价格”低24%,这意味着政府不得不动用国家财富基金来弥补赤字。
The Russian government is preparing a possible 10% cut to all “non-sensitive” spending in this year’s budget, sources told Reuters, but the final decision will hinge on the sustainability of the oil price rise triggered by the Iran war.
As the war in Ukraine enters its fifth year, Russia is facing a double whammy of falling budget revenues from energy sales and of an economic slowdown, which affects tax income from other sectors of the economy.
The government is planning to divert more money into the budget reserve fund to prevent it from potential depletion. The measure could be accompanied by a corresponding cut in spending.
“The Finance Ministry has informed agencies distributing budget funds that there is a need to cut spending. They are now sitting around thinking what to cut,” said one of the sources, who spoke on condition of anonymity due to the sensitivity of the situation.
Two of the four sources close to the government, who are privy to the Finance Ministry’s communications, mentioned the 10% reduction, while the other two said the cut is being discussed without specifying the figure.
The Finance Ministry told Reuters in comments on this story that it is discussing measures to prioritize budget spending with other ministries. Andrei Gangan, head of the monetary policy department at the central bank, said an optimisation of spending can only be welcomed.
The ministry added that decisions will not affect spending on what Russia terms its “special military operation” in Ukraine or social obligations to Russian citizens, but will help to avoid increasing debt and to retain long-term stability of state finances.
The sources said the cuts will not be across the board and will spare politically-sensitive military spending as well as socially-sensitive spending, such as salaries to public sector workers or welfare payouts.
“This is always done by optimising non-essential expenses. Some new projects will be put on hold, such as construction or road repairs. These are likely to be considered for cuts,” another source said.
Ordinary people in Russia have been hit by rising inflation, but are yet to feel widespread pain from an economic slowdown, triggered by high interest rates, while cuts in government spending have not yet caused mass layoffs. The economic situation is made worse by Western sanctions which hurt Russia’s global energy sales.
In the first two months of 2026, Russia’s budget energy revenues halved while overall revenues fell by 11%. Russia, which had to raise the budget deficit estimate twice last year, plans a deficit of 1.6% of gross domestic product in 2026.
The situation reversed sharply after the U.S. and Israeli attacks on Iran and the closure of the Strait of Hormuz led to oil prices skyrocketing with the demand for Russian oil rising, and the U.S. even considering lifting sanctions on Russia.
The third source said that the oil price growth will not be sustainable in the long term and the current budget situation requires spending cuts regardless of the short-term oil price fluctuations. The sources stressed there was no decision yet.
“Decisions on the extent of spending cuts have not been made yet, as everyone is waiting to see how oil prices will change as a result of the conflict in Iran,” said the fourth source.
Russian President Vladimir Putin held a late-night meeting with his government in the Kremlin on the budget situation in February, which, in the words of Prime Minister Mikhail Mishustin, lasted many hours.
Following this meeting Finance Minister Anton Siluanov said the government will lower the so-called “cut-off” price of oil, currently at $59, above which energy revenues flow into the reserve fund, bringing it in line with reality.
In February, the average price of Russian oil, calculated for taxation purposes was 24% below the “cut-off” price, meaning that the government had to tap the National Wealth Fund to cover the deficit.