According to RBC, citing a report by Kommersant, Yandex.Drive carsharing may lose a significant portion of its fleet this year due to the expiration of leasing contracts. The company has been returning cars to lessors under expiring contracts since January. According to one of Kommersant’s interlocutors, the operator could lose up to 35% of its fleet this year.
The main leasing company with which Yandex.Drive cooperates is Major. And it refuses to renegotiate contracts in favor of further resale of cars or offers unprofitable conditions for Yandex. At the same time, Yandex.Drive is experiencing difficulties buying new cars, including due to leasing rates that have risen from 8% to 20%. Another factor in the shortage of cars is that car manufacturers have stopped issuing quotas for carsharing services.
Other carsharing companies also have difficulties buying new cars. They complain about the shortage of components due to supply disruptions and the rising cost of spare parts. Yuri Nikolaev, the publisher of the Trushearing project, believes that Chinese manufacturers will not be able to substitute demand, including due to high prices and logistical problems, while Russian brands are unlikely to be suitable for carsharing.