Kirill Dmitriev, CEO of Russia’s sovereign wealth fund (RDIF) and a presidential envoy, has outlined a forecast of cascading crises in the EU and UK beginning in May 2026.
Russia is signaling that, once the EU and UK accept the reality on the
battlefield—that Russia has prevailed—a new phase of cooperation
based on trust and mutual respect could become possible.
battlefield—that Russia has prevailed—a new phase of cooperation
based on trust and mutual respect could become possible.
According to this scenario, an initial phase of jet fuel shortages would be followed by broader disruptions in oil, gas, and fuel supplies, along with reduced availability of fertilizers and resulting crop and food shortages by the summer. This would ultimately lead to accelerated deindustrialization, a breakdown in currency stability, fiscal conditions, and debt markets, and culminate in a social and political crisis in the fourth quarter of 2026.
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» Awakening and Reset in 2027. «
Dmitriev's narrative
concludes by linking these potential disruptions to a broader
"awakening" and systemic "reset in 2027."
» What we’re looking at is a global struggle—the great game renewed. It’s developing across multiple theaters, starting in the Arctic, where Russia effectively controls the most strategically important coastline for emerging trade routes. The middle layer is the Baltic states pushing toward escalation with Russia. Then comes Ukraine at the center. Below that are Georgia, Azerbaijan, Armenia, the Caucasus, and Central Asia. At the bottom sits Iran. «
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