According to GUS statistics Polish exports to Russia in July this year. amounted to PLN 1.7 billion and it was by 45 percent. less than a year earlier. Counting in the dollar, it is up to 53 percent. less. As a result, Russia fell to the 18th place among the recipients of goods manufactured in our country, although it was seventh a year ago.
There are industries where we export to Russia almost reset. Export of data processing machines, mainly processorswhich in July last year. brought companies from Poland 106 million PLN, this year in the same month it amounted to just over 50 thousand. zloty. Last year, exported car bodies had worth PLN 48 million, and currently only PLN 440 thousand. zloty. Sales of tires to Russia dropped from PLN 40 million a year ago in July to 85 thousand. in current year.
You can see the collapse due to the mutual embargo, but we still sell something there.
There are also goods whose exports have not decreased at all. About PLN 65 million, i.e. by 65 percent year on year, exports of pharmaceuticals increased to PLN 166 million. It looks as if the importers would stock up on Polish medicines in the event of a possible cessation of exports or embargoes. Of this sales of drugs containing antibiotics other than penicillins increased eightfold, i.e. from PLN 2 million to PLN 16.5 million.
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Among Polish companies producing drugs on the “list of less shame” prepared by the Yale School of Management (companies that buy time, that is, withhold investments and advertising, but remain on the Russian market), there was Polpharma, so it is there that the suspicion of an increase in exports to Russia can be drawn first. After the beginning of the war in Ukraine, the latter declared that it would supply the Russian market only with pediatric drugs and drugs used in emergencies or in the treatment of chronic diseases. There were also on the list TZMOi.e. a producer of dressing materials.
However, and Polfa Tarchomin in the financial report for last year she wrote that she was at the final stage of registration in Russia of “a new high-potential product from the group of hospital antibiotics” (Colistin). Adamed before the war, he hoped that it would realize 5 percent of turnover, i.e. an estimated over PLN 60 million.
Optical fibers and bearings
An even greater percentage increase occurred in the case of optical fibers and their bundles – here exports increased from practically zero to PLN 14 million in July this year.
The largest producer of optical fibers in Poland is the American Corning, which has a factory in Stryków and almost all sales are exported. In the financial report, he declared that “there were no transactions with any suppliers or contractors in the countries subject to sanctions and in Ukraine”. Half of the sale of such products for export is directed by a Polish company Fibrain.
Very tall, Polish exports of rolling bearings to Russia recorded a thirteen-fold increase – from PLN 1 million to PLN 13 million. The largest producers in Poland are world tycoons: SKF (has a factory in Poznań), NSK Bearings (factory in Kielce), Timken (Sosnowiec) and FŁT Kraśnik, controlled by the Luxembourg-based ZXY. All of them derive most of their revenues from exports, of which significant supplies go outside the EU.
It remains to be hoped that these bearings and optical fibers will be used for peaceful purposes.
The largest part of Polish exports in July this year. to Russia are machines and mechanical and electrical devices (24% of exports in July this year) and chemical industry products (23.1% of exports). Food accounted for only 8.4 percent. export. Of the machines, harvesters had the largest share, but their sales fell by 15%. yy. Among chemicals, pharmaceuticals were in the lead, with sales higher by 65%. yy.
Russia has been an absorbent but very unpredictable market for our exporters for years. Putin’s administration has often reacted politically to the movements of the Polish government or the European Union.
In 2011, Russia introduced a ban on imports of fresh fruit and vegetables from the EU due to an acute infection caused by a mutation of E.coli in Europe. In 2014, it introduced embargo on European food in opposition to European sanctions after the aggression against Ukraine. Back then, there were beautiful times for European consumers, and unbeatable times for farmers, when food prices were falling because there was too much of it on the market. What did not end up in Russia ended up in stores. It was then the action “eat Polish apples” so that the surplus does not spoil. As a result, consumers in Russia had higher prices, but after some time local producers filled the gap.
Polish apple exporters found workarounds and directed the fruit to Belarus, from where it later went to Russia anyway, only at a higher price. Later in 2015, the sanitary services of Russia discovered the disadvantages of Polish sprats and cheese. In 2019, Russia introduced a ban on the import of apples and pears from Belarus. For this reason, Polish producers did not fall, but redirected exports to other markets. The current food prices mean that the Russians probably miss Polish products.
Author: Jacek Frączyk, journalist at Business Insider Polska