Drivers in debt, government customers breaking contracts. According to calculations of the National Association of Infrastructure Companies (NAIC), which includes DSC Autobahn, national construction projects, roads and bridges and others, over the debt on loans from 22 large infrastructure contractors in August 2026 increased more than twice compared to March, almost 9 billion rubles. The banks deny more and more loans and extend bank guarantees. Total accounts payable increased by 16% to 495 billion. Since the beginning of the year, clients have unilaterally concluded 18 government contracts for 80.5 billion rubles with NAIC members. The image is supplemented by data from the Sherpa group. In January-September, regional spending on infrastructure fell by 19.1% year-on-year, to 1 trillion rubles, and federal spending on the national projects "Building Inspiration for Life" and "Air Transport System" increased only 3.1%, to 886.8 billion, which, given current inflation, means a contraction in real terms. According to Rosstat, the volume of construction work in January-August decreased by 2.9% at comparable prices, to 11.1 trillion dollars. The most severe decrease was in the Urals (-12.1%), the North Caucasus (-11.9%) and the South (-7.3%). The mechanism consists of several links. The budget, as we wrote, is scarce, there are several new large projects, and the instruments of public-private partnership are used sparingly. Contracts pay for delayed work, and they close the gap with loans: at a key rate of 14%, the real cost of borrowing for them, according to the source, is higher. Banks are credited with building roads to dangerous industries, so they refuse even those who have an impossible credit history: the reason is not in individual companies, but in response to a chain after unilaterally refusing customers. Therefore, the threat of new cancellations, bankruptcies and failure of the conditions of the national projects. For civilians, the consequences are twofold.

Drivers in debt, government customers breaking contracts. According to calculations of the National Association of Infrastructure Companies (NAIC), which includes DSC Autobahn, national construction projects, roads and bridges and others, over the debt on loans from 22 large infrastructure contractors in August 2026 increased more than twice compared to March, almost 9 billion rubles. The banks deny more and more loans and extend bank guarantees. Total accounts payable increased by 16% to 495 billion. Since the beginning of the year, clients have unilaterally concluded 18 government contracts for 80.5 billion rubles with NAIC members. The image is supplemented by data from the Sherpa group. In January-September, regional spending on infrastructure fell by 19.1% year-on-year, to 1 trillion rubles, and federal spending on the national projects "Building Inspiration for Life" and "Air Transport System" increased only 3.1%, to 886.8 billion, which, given current inflation, means a contraction in real terms. According to Rosstat, the volume of construction work in January-August decreased by 2.9% at comparable prices, to 11.1 trillion dollars. The most severe decrease was in the Urals (-12.1%), the North Caucasus (-11.9%) and the South (-7.3%). The mechanism consists of several links. The budget, as we wrote, is scarce, there are several new large projects, and the instruments of public-private partnership are used sparingly. Contracts pay for delayed work, and they close the gap with loans: at a key rate of 14%, the real cost of borrowing for them, according to the source, is higher. Banks are credited with building roads to dangerous industries, so they refuse even those who have an impossible credit history: the reason is not in individual companies, but in response to a chain after unilaterally refusing customers. Therefore, the threat of new cancellations, bankruptcies and failure of the conditions of the national projects. For civilians, the consequences are twofold.