Fatih Şahin Фатіх Шахін Ukraine, business and international experience — since 2004

2023 in review

Analysis published during 2023.

111 entries

  1. A year in review, and the one ahead: what the second full year settled

    The second full year of the war was the one in which the temporary arrangements became permanent ones. Reviewing it is mostly an exercise in noticing which improvisations…

    Economy & Macro
  2. Christmas 2023

    The first Christmas on the December date. A calendar moved after four centuries, and households worked out for themselves what to do with the change.

    National Days & Anniversaries
  3. The decision to open negotiations

    On 14 December 2023 the European Council decided to open accession negotiations with Ukraine. Eighteen months earlier the country had been granted candidate status with seven conditions attached…

    Foreign relations
  4. Modernism in Ukraine, hung in Madrid

    An exhibition of early twentieth-century Ukrainian art opened in Spain at the end of 2023. The works were rescued, and the argument they make is one most visitors…

    Culture and identity
  5. St Nicholas Day, 6 December 2023

    A greeting on the first December date, and a note on the year the day moved.

    National Days & Anniversaries
  6. Teaching children what not to touch

    Children are disproportionately the victims of explosive remnants, for reasons that are entirely predictable and therefore addressable.

    Domestic balance
  7. Keeping ordinary medicine going

    War does not suspend cancer, diabetes or childhood immunisation. Maintaining routine healthcare has been a quieter and larger task than trauma care.

    Humanitarian dimension
  8. Holodomor Remembrance Day 2023

    Ninety years, and a candle in the window. The shortest of these messages, deliberately.

    National Days & Anniversaries
  9. The second winter, prepared for in advance

    The winter of 2022 was survived by improvisation. The winter of 2023 was prepared for, and the difference between those two words is most of the story.

    Domestic balance
  10. Paying the salaries: budget support in late 2023

    The least discussed form of assistance to Ukraine is also the largest in effect: money that pays teachers, doctors and pensions so the state can spend its own…

    War economy
  11. Repairing a roof before December

    Humanitarian assistance in the third winter of the war concentrated on something specific and unglamorous: making damaged buildings weatherproof before the frost, because a repaired roof is cheaper…

    Humanitarian dimension
  12. The twelfth package and the diamond question

    By late 2023 the European Union was preparing a further package, and the arguments inside it revealed exactly where the political limits sat.

    Foreign relations
  13. Turkey and Ukraine: a trade relationship in detail

    Two Black Sea economies that trade heavily with each other in a small number of categories. The composition explains both the opportunity and the friction.

    Trade & Investment
  14. Measuring what was lost, and teaching it again

    Four years of pandemic and war schooling produced a measurable gap in what children know. By 2023 the response had moved from keeping schools open to catching pupils…

    Culture and identity
  15. Ukrainian Language Day, 9 November 2023

    A greeting for the day, marked in a year when a great many people made a deliberate choice about which language to use.

    National Days & Anniversaries
  16. Mykolaiv and the water supply problem

    A city of several hundred thousand people lost its drinking water source and had to be supplied while a permanent replacement was engineered. The sequence is instructive.

    Reconstruction & Recovery
  17. The icon: technique, canon and the Ukrainian variant

    An icon is made to a procedure that has barely changed in eight hundred years, and the Ukrainian schools took liberties with it that are worth noticing.

    Folklore & Esoterica
  18. Metering, billing and the commercial basis of a utility

    Everything in an energy market rests on knowing who consumed what. Where metering is poor, no tariff reform, no market and no efficiency programme can work.

    Energy & Infrastructure
  19. When the calendar moved

    Ukraine moved Christmas from 7 January to 25 December. What happens to a set of customs when the date they attach to changes is a genuinely interesting question.

    Folklore & Esoterica
  20. The export sectors nobody predicted

    The trade agreement was discussed in terms of grain and steel. What actually grew fastest was furniture, cable assemblies and processed food.

    Trade & Investment
  21. Rebuilding a suburb that people still live in

    The towns north-west of Kyiv were damaged and then, unusually, repopulated quickly. Rebuilding around residents is a different problem from rebuilding an empty place.

    Reconstruction & Recovery
  22. Compensation for a destroyed home, paid through an app

    A compensation scheme for damaged and destroyed housing is normally a decade of paperwork. Ukraine built one that a person applies to from a phone, and the speed…

    War economy
  23. Tariff rate quotas and the honey deadline problem

    A tariff quota that fills in three days is not a safeguard. Understanding how quotas are allocated explains why some Ukrainian exporters plan their year around a calendar…

    Agriculture & Food
  24. Kyivan baroque and its symbolic world

    For a century and a half, educated Kyiv thought in emblems: images paired with mottoes and verses, read as a system. It produced a visual language that is…

    Folklore & Esoterica
  25. Ukraine Market Report — Q3 2023

    The corridor arrangement lapsed in July and Ukraine established a unilateral route along its western Black Sea coast. Within months it was carrying more than the arrangement it…

    Quarterly & Annual Reports
  26. The philosophy of the heart

    A recognisable line of Ukrainian thought holds that the seat of a person is not the intellect, and it runs from an eighteenth-century wandering teacher through to the…

    Folklore & Esoterica
  27. Crop insurance and the risk nobody wanted to price

    Agricultural insurance in Ukraine has existed for years and covers a small fraction of the planted area. The reason is a data problem more than a demand problem.

    Agriculture & Food
  28. Preparing for a winter before it arrives

    The winter of 2022 was survived by improvisation. The winter of 2023 was prepared for: equipment stockpiled, substations physically protected, and repair crews rehearsed against scenarios rather than…

    Domestic balance
  29. Keeping procurement open when secrecy is tempting

    Some wartime purchases genuinely cannot be published. Deciding which ones, and keeping the boundary narrow, is the whole of the problem.

    Politics & Governance
  30. The folk song archive

    A very large body of song was collected, written down and later recorded, mostly in the last hundred and fifty years, and mostly just in time.

    Folklore & Esoterica
  31. Housing first, and the problem of proving what you lost

    The largest single category of damage in Ukraine is housing. Rebuilding it turned out to depend less on construction capacity than on paperwork.

    War economy
  32. The first September back in classrooms

    In September 2023 a substantial number of Ukrainian schools reopened for in-person teaching. What made it possible was concrete, in the literal sense.

    Culture and identity
  33. Reading a reconstruction market before it opens: pricing, capacity and the first-mover question

    Reconstruction markets have a characteristic shape that is visible in advance. Understanding how capacity constraints translate into pricing, and when being early is an advantage rather than a…

    Reconstruction & Recovery
  34. Mental health, treated as public health

    A country where almost everyone has been displaced, bereaved, bombed or waiting for news needs mental health provision on a scale no health system was built for. Ukraine…

    Humanitarian dimension
  35. Ukrainian music abroad

    Music travels further and faster than any other cultural product, and Ukrainian artists have used that in a period when other channels were harder.

    Society & Regions
  36. Water supply after Kakhovka

    The loss of a reservoir removed the water source for cities, farms and a nuclear plant's cooling. The response was immediate engineering; the reconstruction question is much longer.

    Energy & Infrastructure
  37. Turning demining into an industry

    By 2023 clearance had outgrown the model of a few accredited operators. Ukraine opened the sector to certified commercial companies, created a national authority, and started building a…

    Domestic balance
  38. When the water goes

    The destruction of a dam in June 2023 created a humanitarian problem that most responses are not designed for: not shortage of food, but shortage of water.

    Humanitarian dimension
  39. Knowledge Day, 1 September 2023

    A school year that begins in several different formats at once.

    National Days & Anniversaries
  40. Vetting the judges

    Ukraine has repeatedly tried to assess the integrity of its own judges. The mechanism that finally produced results has a specific and instructive design.

    Politics & Governance
  41. Grain from Ukraine as humanitarian supply

    Some Ukrainian grain has left not as a commercial cargo but as a humanitarian one, purchased by donors and shipped to countries in food crisis.

    Agriculture & Food
  42. The Fund programme as an external audit

    An International Monetary Fund programme is usually discussed as money. Its more valuable function during this period was quarterly verification that other lenders could rely on.

    War economy
  43. Independence Day 2023: a corridor of its own

    Thirty-two years. Five weeks after the grain initiative lapsed, Ukraine has opened a unilateral shipping route along its western coast — and the economy is growing again for…

    National Days & Anniversaries
  44. The sanctions argument moved from adding to enforcing

    By the third quarter of 2023 the interesting question was no longer what to prohibit. It was why prohibited goods were still arriving.

    Foreign relations
  45. Anti-corruption enforcement comes of age

    Ukraine built a set of anti-corruption institutions over a decade. The interesting question is not whether they exist but whether they produce outcomes, and by now they do.

    Politics & Governance
  46. Culture as an industry

    Publishing, film, music and design employ people, generate revenue and export. Treated as an industry rather than as a subsidised good, the sector looks different.

    Society & Regions
  47. Ukrainian art on tour, and what an exhibition does

    Evacuating a collection protects it. Exhibiting it abroad does something else: it puts Ukrainian art into the permanent record of European museums, in front of audiences who had…

    Culture and identity
  48. The corridor Ukraine opened on its own terms

    When the grain arrangement lapsed in July 2023, the expectation was that Ukrainian seaborne exports would stop. Instead Ukraine declared its own corridor, hugging the western coast, and…

    Foreign relations
  49. The seven steps, and the reform machine they started

    Candidate status came with a list. Whatever one thinks of external conditionality, the list produced more legislative movement in a year than the preceding several.

    Politics & Governance
  50. Language in daily life

    What people actually speak here has changed, and the practical implications for a business are simpler than the discussion around the subject suggests.

    Society & Regions
  51. The Euro-Atlantic dimension, described factually

    Set out as a description of instruments and programmes rather than as a political argument, because the instruments are what actually operate.

    EU & Euro-Atlantic Integration
  52. Sanctions compliance for a company trading here

    A company trading in this region needs a screening process, and it is neither expensive nor complicated. Not having one is the risk.

    Trade & Investment
  53. Protecting a house

    Building a house was accompanied by a set of practices concerning where it stood, what went under the first course and who crossed the threshold first.

    Folklore & Esoterica
  54. What convergence is worth to a company

    Adopting somebody else's rules sounds like a concession. For an exporting firm it is a cost reduction, and the saving can be calculated.

    EU & Euro-Atlantic Integration
  55. The corridor Ukraine ran itself

    When the negotiated arrangement lapsed, Ukraine established an export route on its own terms. That it worked commercially is the remarkable part.

    Agriculture & Food
  56. Autonomous trade measures and the tariff-free years

    For a period, Ukrainian goods entered the European market with no tariffs and no quotas at all. The effect on volumes was immediate and the transition back is…

    Trade & Investment
  57. European gauge and the border bottleneck

    Two railway systems built to different widths meet at the western border. Everything crossing has to be lifted, tipped or have its wheels changed.

    Energy & Infrastructure
  58. What convergence costs a company

    European alignment is discussed as a national project. For an individual firm it is a specific bill, and knowing the size of it before it arrives is worth…

    EU & Euro-Atlantic Integration
  59. Charitable giving and where it goes

    Domestic philanthropy here operates at a scale and speed that would be remarkable anywhere, and it runs largely on payment apps and personal reputation.

    Society & Regions
  60. The corridor Ukraine opened on its own terms

    When the negotiated grain arrangement ended, Ukraine established its own Black Sea shipping corridor without an agreement. It worked, and the reasons are instructive.

    Trade & Investment
  61. Day of Ukrainian Statehood, 15 July 2023

    A greeting for a young holiday about an old subject, kept to what can safely be said by a guest.

    National Days & Anniversaries
  62. Ukraine Market Report — Q2 2023

    Growth continuing from a low base, inflation falling rapidly, and an export corridor whose continuation was uncertain from one renewal to the next.

    Quarterly & Annual Reports
  63. The Danube ports that carried a country

    Izmail and Reni had handled modest volumes for decades. Within months they were moving a large share of a national export trade.

    Energy & Infrastructure
  64. Ivana Kupala, 7 July 2023

    A midsummer night marked more quietly than usual.

    National Days & Anniversaries
  65. The economy that kept working

    After a severe contraction in 2022, the Ukrainian economy returned to growth while the war continued. The composition of that growth is more interesting than the rate.

    Economy & Macro
  66. Export credit and the agencies that carry the risk

    An exporter cannot offer a Ukrainian buyer two-year payment terms out of their own balance sheet. An export credit agency is what makes that offer possible.

    Trade & Investment
  67. Constitution Day 2023

    A short greeting, kept short as always, in a year when the legal framework was being rewritten at speed for a different reason.

    National Days & Anniversaries
  68. The instrument aimed at the detour

    The eleventh package in June 2023 was less about new prohibitions than about a new capability: the power to restrict exports to a third country whose territory is…

    Foreign relations
  69. London: the conference that talked to investors, not only donors

    The recovery conference in London in June 2023 did something the earlier ones had not. It addressed private capital directly, and it spent most of its time on…

    War economy
  70. Reform assessed in public, twice a year

    By mid-2023 Ukraine had entered a rhythm that most candidate countries find uncomfortable: a published external assessment of what has and has not been done.

    Foreign relations
  71. Fifty billion, tied to a plan

    In June 2023 the European Commission proposed a single instrument to carry support for four years — grants, loans and investment guarantees together, released against a reform and…

    War economy
  72. Aligning the customs code

    Customs alignment is invisible until you stand at a border and count the hours. It is one of the most practically consequential chapters there is.

    EU & Euro-Atlantic Integration
  73. Women in the Ukrainian workforce

    Ukraine has high female labour force participation, high female educational attainment, and a persistent pay gap. All three facts have the same set of causes.

    Society & Regions
  74. Coordinating dozens of donors without chaos

    The failure mode of large reconstruction efforts is not lack of money. It is forty donors funding the same visible project while nobody funds the sewer.

    Reconstruction & Recovery
  75. Reserves, and the return of a buffer

    Foreign exchange reserves are an abstraction until you are importing on credit terms, at which point they are the reason your supplier extends them.

    Economy & Macro
  76. Finishing a school year that nobody attended normally

    In June 2023 a cohort finished secondary school having spent most of it online, and sat an admissions examination redesigned for a country under attack.

    Culture and identity
  77. Ukrainian icons on the walls of the Louvre

    In the middle of 2023 a handful of Byzantine icons from a damaged Kyiv museum went on show in Paris. Protecting them and showing them turned out to…

    Culture and identity
  78. Clearing land is the slowest work there is

    Ukraine became one of the most heavily mined countries in the world, and the second quarter of 2023 made the problem harder in a way nobody had planned…

    Domestic balance
  79. Kakhovka: water, and everything that depends on it

    The destruction of the Kakhovka dam in June 2023 was a flood emergency for a few days and a water supply emergency for years. The response had to…

    Humanitarian dimension
  80. What the engineers did with the first quiet summer

    After surviving one winter of attacks on the grid, Ukrainian power engineers had a few warm months to make the second winter less dangerous. They used them well.

    Domestic balance
  81. Vyshyvanka Day 2023

    The third Thursday of May, and a shirt that has become one of the most widely recognised garments in Europe.

    National Days & Anniversaries
  82. Kharkiv: universities, engineering and resilience

    Kharkiv is a university and engineering city that happens to be forty kilometres from a border. Both halves of that sentence explain what has happened to it.

    Society & Regions
  83. Opening accession negotiations

    The decision to open negotiations is a political act with a technical consequence: it starts a process that runs on documents rather than declarations.

    EU & Euro-Atlantic Integration
  84. Easter, 16 April 2023

    An Easter greeting for a second spring under difficult conditions.

    National Days & Anniversaries
  85. Rehabilitation centres built to a standard that did not exist here before

    By 2023 the rehabilitation and prosthetics capacity being built in Ukraine had moved past improvisation. New centres opened designed around a model — surgery, prosthetics, physiotherapy and psychological…

    Humanitarian dimension
  86. Ukraine Market Report — Q1 2023

    The economy stabilised at a much lower level and began growing again from a very low base. A four-year external programme was agreed in March, the first of…

    Quarterly & Annual Reports
  87. Rebuilding a grid while it is being hit

    The electricity system stayed up through repeated damage. That was not luck; it was a small number of engineering decisions and a very large number of repair crews.

    Energy & Infrastructure
  88. Nuclear safety oversight under extraordinary conditions

    Nuclear plants require continuous power, water, staff and independent inspection. Maintaining all four in wartime is an unprecedented problem, and it was addressed procedurally.

    Energy & Infrastructure
  89. A four-year programme, in the middle of a war

    In March 2023 the International Monetary Fund approved a multi-year programme for Ukraine. The Fund had never before agreed a full programme with a country in a full-scale…

    War economy
  90. Seven recommendations, and the machine they started

    Candidate status came with a list of things to do. The list turned out to be more useful than the status.

    Foreign relations
  91. Someone finally counted

    In March 2023 a joint assessment by the World Bank, the European Commission, the United Nations and the Ukrainian government put a number on what recovery would cost…

    War economy
  92. Compensation that arrives in an app

    Ukraine built a housing compensation system that a citizen operates from a phone. The design decisions behind it are worth studying anywhere.

    Reconstruction & Recovery
  93. A year of school taught through a screen

    By early 2023 Ukrainian schooling had completed a full year of teaching under attack, and the sector had learned things worth writing down.

    Culture and identity
  94. The winter the grid was supposed to fail, and did not

    Through the winter of 2022 and 2023 the Ukrainian energy system was hit repeatedly and was widely expected to collapse. It did not. Understanding why is a lesson…

    Domestic balance
  95. The first surveys, and the size of the problem

    Before land can be cleared it has to be surveyed, and in early 2023 the surveying was still establishing how large the task would be.

    Domestic balance
  96. International Women's Day 2023

    A greeting, brief, in a year when the day was marked quietly in most places.

    National Days & Anniversaries
  97. Housing: the largest single line

    Housing is the biggest item in any damage assessment and the hardest to deliver, because unlike a bridge every unit belongs to somebody with their own circumstances and…

    Reconstruction & Recovery
  98. A hospital needs power before it needs anything else

    In the first months of 2023 the most valuable medical donation to Ukraine was not medicine. It was generators, fuel and the equipment to keep a hospital running…

    Humanitarian dimension
  99. From new restrictions to closing the old ones

    By 2023 the sanctions effort had changed character. The tenth package added measures, but the real work had moved to enforcement: circumvention, third countries, and the components that…

    Foreign relations
  100. The first year of full-scale war: an economic assessment

    Output down by roughly a third, half the budget funded from abroad, the energy system under sustained attack, and an economy that nonetheless kept functioning. What held, what…

    Economy & Macro
  101. Displacement, and the communities that absorbed it

    Millions of people moved within Ukraine, and most of them were housed by ordinary communities rather than by camps. That outcome was not inevitable and is worth understanding.

    Society & Regions
  102. Supporting the towns that took people in

    A town of thirty thousand that receives eight thousand displaced people has a water system, a school and a clinic sized for thirty thousand. Supporting the arrivals without…

    Humanitarian dimension
  103. Who decides what gets rebuilt first

    Three sets of priorities meet in one room: national plans, community proposals and donor preferences. How that meeting is structured determines what gets built.

    Reconstruction & Recovery
  104. Odesa enters the World Heritage list, in danger

    On 25 January 2023 UNESCO inscribed the historic centre of Odesa on the World Heritage List and simultaneously on the List of World Heritage in Danger. Both decisions…

    Culture and identity
  105. Ukraine Annual Review 2022: what an economy does when everything is tested at once

    The deepest contraction in the country's history, and a financial system, a workforce and an export sector that each found a way to keep functioning. The year is…

    Quarterly & Annual Reports
  106. DREAM: a public pipeline for reconstruction projects

    Reconstruction money attracts scrutiny, and it should. DREAM is the answer Ukraine built: a single public register where every project is visible from concept through tender to completion.

    Reconstruction & Recovery
  107. Day of Unity, 22 January 2023

    A greeting for a unity day when the chain could not be formed in the usual way.

    National Days & Anniversaries
  108. Ukraine Market Report — Q4 2022

    Sustained pressure on the electricity system through the winter produced the fastest adoption of distributed generation the country has seen, and turned a temporary response into permanent infrastructure.

    Quarterly & Annual Reports
  109. Counting the damage properly

    Every reconstruction discussion begins with a total. What determines whether that number means anything is the methodology behind it, which almost nobody reads.

    Reconstruction & Recovery
  110. Christmas, 7 January 2023

    A Christmas greeting for a January when households were marking it on two different dates for the first time.

    National Days & Anniversaries
  111. New Year, 1 January 2023

    A new year greeting written in a winter of blackouts, from a city that celebrated anyway and quietly.

    National Days & Anniversaries

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