As RBC writes with reference to the Kommersant report, Yandex.Drive carsharing may lose a large share of its fleet this year due to the expiration of leasing contracts. Since January, the company has been returning cars to lessors under expiring contracts. According to one of Kommersant’s interlocutors, this year the operator may lose up to 35% of its fleet.
The main leasing company that Yandex.Drive cooperates with is Major. And she refuses to renegotiate contracts in favor of further resale of cars or offers unfavorable conditions for Yandex. At the same time, Yandex.Drive is experiencing difficulties with the purchase of new cars, including due to leasing rates that have grown from 8% to 20%. Another factor in the shortage of cars is that automakers have stopped issuing quotas for car sharing services.
Other carsharing companies also have difficulties in purchasing new cars. They complain about the shortage of components due to supply disruptions and the rising cost of spare parts. The publisher of the Trusharing project, Yuri Nikolaev, believes that Chinese manufacturers will not be able to replace demand, including due to high prices and logistical problems, and Russian brands are unlikely to be suitable for carsharing.