Hello! This week, we look at how a closed, state-run poll reveals more than meets the eye about the Russian public’s attitudes towards the war in Ukraine. We also look at why Putin’s gas war with Europe has only just begun and why Russian lawmakers are eyeing a total ban on LGBT information.

The Bell got the chance to see the latest closed poll conducted by Russia’s leading state sociological center, VTsIOM, into the public’s feelings about the ‘special military operation’ in Ukraine. There is an even split between those who believe that Russia should continue its military activities in Ukraine and those who believe it is high time for peace talks. The majority of under-35s support an immediate ceasefire and a negotiated settlement.
In June, the state-run VTsIOM pollster carried out a closed survey of Russians’ feelings about the ‘special military operation’ (as Russia officially describes its war). The survey, called ‘SMO: Problem Zones’, was discussed at a meeting within the presidential administration in late June, a Kremlin source told The Bell. The survey was also reported by Italy’s Corriere della Sera at the weekend, while Meduza uncovered the answers to one question last week.
The key findings from the survey:
Since the outbreak of the war, analysts in Russia and the West have debated the extent to which we can trust sociological data from Russia given the state’s effective monopoly on polling and the current wartime conditions. This question is even more pertinent when most polls produce numbers favorable to the Kremlin. There is no clear answer: it’s obvious that a significant proportion of the answers are insincere and polling technology can be steered towards numbers that favor the authorities, but it is not clear to what extent this distorts the findings.
Sociologist Grigory Yudin urges us to remember that the presidential administration is the client for these VTsIOM polls: “The results of these surveys are regarded as a reflection of the will of the people, so VTsIOM will highlight those results that strengthen its client’s position and not show any that are disadvantageous to the customer”. At the same time, Russians themselves believe that these polls are conducted by the state and tailor their answers accordingly. “People are well-attuned to the atmosphere: direct questions about ‘support’ are seen as a requirement to show loyalty. VTsIOM is also aware of this, and therefore asks indirect questions, asking about which scenario seems more favorable to respondents right now. These questions are less pressured and give more problematic answers, so VTsIOM does not publish the results.”
One of the more striking conclusions we can draw from this poll is the generation gap. Young Russians are more minded to halt the war, and their view of the president in the light of the war and sanctions is steadily becoming less positive. A clear split between the generations has emerged on all key policy questions of recent years, Yudin adds. “Putin’s core support comes from the older generation, who have lived through various crises in their middle age.” Independent sociologist Alexander Prokopenko sees this generational split as an important factor: the stability and sustainability of autocratic regimes largely depends on the younger part of the population.
It’s hard to evaluate specific figures from the VTsIOM poll and during war or large-scale crises, sociology tends to change rapidly. However, it is possible to draw some unequivocal conclusions from the survey – support for Vladimir Putin and his actions is relatively low among young people, and it is falling fast.
Vladimir Putin has unleashed his most potent economic weapon against Europe: the threat of halting or restricting gas supplies. However, this gas war is no blitzkrieg, but a battle of attrition. After a week and a half of anxious waiting, Nord Stream 1 finally resumed operations – but at 40 percent capacity. This leaves Russia with plenty of wiggle room when it comes to applying future pressure – and clears the way for Gazprom to record increased profits against the odds and generate serious problems for Europe this coming winter.
Since the start of the war it has been clear that if Russia has any significant economic weapon against Europe, it would be gas. Most European countries are not hugely dependent on Russian oil and Europe itself decided to stop buying oil from Russia this spring. But the EU cannot wean itself off Russian gas so easily, while Russia has scope in its budget to risk some of its gas revenues: even in 2021, amid record prices in Europe, gas exports to Europe represented only a quarter of its total oil-and-gas revenues.
Moscow deployed its gas weaponry for the first time in mid-June. On June 14, Gazprom announced it was reducing the flow through Nord Stream to 60 percent of its planned capacity, followed by a further cut to 40 percent just one day later. The reduction was blamed on delays in the delivery of a turbine being serviced at a Siemens plant in Canada. While sanctions were lifted from the turbine in question, the gas pipeline operated at a reduced capacity for the following month. When, on July 11, it was closed completely for 10 days of planned maintenance, Europe was left to wonder whether the taps would re-open at all. On July 21, the gas pipeline began working once more, but at the same 40 percent of capacity. Putin warned that further repair work was scheduled and made clear that Europe should not count on receiving a full gas flow for the foreseeable future.
Gas market players surveyed by Goldman Sachs at the start of the week (The Bell studied the investment bank’s report) never seriously believed that Nord Stream would stay closed after July 21. They correctly anticipated a restart at 40 percent of capacity, explaining the logic behind this for Russia:
Independent energy expert Sergei Vakulenko explains Russia’s strategy thus: On the one hand, it demonstrates legal responsibility (‘We are fulfilling every obligation that we can given the force majeure situation that Europe along with Ukraine has created’) and does not completely sever trade relations with Europe, making it easier to restore them when the situation returns to normal (as the Russian side seems to expect). On the other hand, Russia continues to generate substantial revenues. All of this continues at a level that does not prevent Europe from falling into an energy crisis this winter.
The ultimate aim, as in any war, is to inflict enough pain on the opposition to force it to change its policies; in this instance, to force Europe to abandon its support for Ukraine and renew its relations with the Kremlin, Vakulenko concludes.
Closing Nord Stream would have been a catastrophe, but limiting gas flows to 40 percent still leaves Europe with serious problems. At this rate, Russian gas exports to Europe by the end of 2022 will fall from 150 billion cubic meters a year to 50 billion, an international oil and gas analyst calculated for The Bell.
Europe’s supply-and-demand situation on the gas market is ‘hanging by a thread’, James Henderson, head of the gas program at the Oxford Institute of Energy Studies, told The Bell. The EU’s gas storage facilities are currently 65 percent full, a figure that should reach 80 percent by Nov. 1 – but Henderson warns that this will not be enough in itself. If Russia cuts off the gas closer to winter, those storage facilities cannot compensate. This is because they are normally used to supplement the flow of imported gas.
“If pumping continues at 20-40 percent the situation will remain manageable only if the winter is not too cold,” said Henderson. A cold winter could increase demand by 20-30 billion cubic meters for a half-year, and if Russian supplies stop, Europe’s industrial production will begin to slow. Based on this figure, the European Commission’s latest recommendation is to reduce demand by 15 percent.
Both business and the general population in Europe have yet to feel the full increase in gas prices – actual retail prices for gas and electricity in many countries remain lower than the exchange prices, an analyst from an international company added. In the second half of the year, the increased price burden will steadily shift onto consumers and he believes this will bring a very severe price shock to businesses and civilians alike.
European politicians are aware of this. On Wednesday, speaking about negotiations with Canada to lift sanctions on equipment for Gazprom, Germany’s Foreign Minister Annalena Baerbock said: “If we don’t get the turbine, we won’t have gas. Then we won’t be able to support Ukraine because instead we will be busy with popular uprisings.”
None. Every expert approached by The Bell agrees that increased gas prices will fully compensate for any reduction in Gazprom’s exports. Russian gas expert Marcel Salikhov assumes that the cost of gas exported via the pipeline will rise by 50-60 percent over the course of 2022, enabling Gazprom to post a 15-20 percent increase in profits even after making allowance for the strengthening of the ruble and the decline in domestic demand for gas.
Gas is the last economic weapon available to Vladimir Putin. The president himself understands full well that within as little as three or four years this threat will lose its potency – so while it exists, he will have no hesitation in using it to the fullest extent. This winter, Europe will have to pay for its support of Ukraine.
In the fifth month of the war, having dealt with the independent media, ‘foreign agents’ and opposition to the war, the Russian authorities remembered their antipathy toward the LGBT community. State Duma deputies from the Communist Party and the LDPR introduced a bill for a complete ban on “propaganda of non-traditional sexual relationships” and “denial of family values”. The current ban only affects “homosexual propaganda” aimed at under-18s. Immediately after the bill was launched, leading tennis player Darya Kasatkina became the first major athlete to come out as gay – and sparked a scandal on state TV.
The man behind the latest ban on LGBT propaganda, Vyacheslav Volodin, is one of those senior officials whose stock has been rising since the start of the war. He speaks even more radically than Putin himself (ex-President Dmitry Medvedev is another striking example of this). A complete ban on gay propaganda can be seen as an attempt at further political prestige. As long as the war continues, the number of repressive measures that are not directly related to the conflict will also increase.