HEADLINE

Russia's regional vape retail restrictions are expanding. State Duma Speaker Vyacheslav Volodin said on November 7 that 17 regions had adopted decisions to ban vape sales, while another 39 were preparing or considering similar legislation. On November 12, lawmakers in Leningrad Oblast and the Republic of Karelia adopted bans scheduled to begin on March 1, 2027. A day earlier, St. Petersburg unanimously approved a five-year ban proposal in its first reading. The city has 615 specialist vape shops and more than 2,400 other retail outlets selling vaping products alongside other goods. Under Federal Law No. 186-FZ, enacted in June 2026, Russian regions may prohibit retail sales of electronic nicotine delivery systems and related liquids between March 2027 and March 2032. The legislation also restricts licensed suppliers from delivering covered products to retail premises in regions where bans apply.

AIR Global PLC (NASDAQ: AIIR) announced on November 5, 2026, that it had submitted a Premarket Tobacco Product Application (PMTA) to the U.S. Food and Drug Administration (FDA) for Crown Switch, its rechargeable pod vape platform. First launched in Germany in November 2025, the device uses Quantum Chip atomization technology developed by Canadian vaporization technology company Greentank Innovations. German retail versions feature 2mL prefilled pods containing 18mg/mL nicotine in six flavors, while AIR has separately tested two 5% nicotine formulations intended for U.S. development. AIR invested $20 million in Greentank in July and reported approximately $3.4 million in U.S. PMTA-related regulatory costs for the first nine months of 2026. The Crown Switch application has been submitted, but the FDA has not granted marketing authorization.

Russia's State Duma passed a government-sponsored amendment on November 11, 2026, by 414 votes to none, seeking to prevent businesses from classifying information on the presence and number of types of certain harmful ingredients in tobacco and nicotine-containing products as trade secrets. The measure covers ingredients capable of increasing nicotine dependence or exhibiting toxic, carcinogenic, mutagenic or reproductive toxicity, including substances that acquire such properties during heating or smoldering. Bill No. 1286415-8 would amend Article 5 of Federal Law No. 98-FZ on Commercial Secrets and is scheduled to take effect on January 1, 2027. The bill has cleared all three readings in the State Duma but has not completed the remaining legislative procedures.

Indonesia's Ulema Council (MUI) published Fatwa No. 131/2026 on November 9, declaring electronic cigarette use, production and trade haram under Islamic religious rules. The council urged the Industry Ministry to prohibit the issuance of vape industry permits and review licensing policies, while calling on the president and parliament to enact a comprehensive ban. On November 10, the Constitutional Court heard a challenge to provisions of the 2023 Health Law seeking a prohibition on vape production, importation, distribution and use. The Health Ministry said on November 11 it was studying stronger restrictions, including a possible ban on circulation, while industry association APVI called for tighter oversight rather than a total ban. Indonesia's Industry Ministry previously estimated the sector comprises about 200 companies, Rp31 trillion ($1.7 billion) in cumulative investment and approximately 100,000 supply-chain jobs. No nationwide statutory ban has been enacted.

Combined tobacco and vaping sales in UK convenience stores fell 10.6% year over year in the first half of 2026, making the category a major drag on channel performance, according to retail research organization IGD. Total convenience sales declined 1.2%, while sales excluding tobacco and vaping increased 0.7%. IGD's 2026 category-share figures show tobacco and vaping accounting for 15.4% of convenience sales, compared with 15.1% for alcohol. The organization forecasts alcohol could overtake tobacco and vaping as the largest category by sales value as early as 2027 if current trends continue. IGD expects the convenience market to increase from £48.6 billion in 2026 to £54.9 billion in 2031, a 2.5% compound annual growth rate, or 3.4% excluding tobacco and vaping.

Turning Point Brands (TPB) reported third-quarter 2026 Modern Oral net sales of $74.4 million on November 9, up 102.9% year over year and representing 49.2% of consolidated net sales. Total company net sales rose 27.0% to $151.1 million, while net income attributable to TPB declined 81.4% to $3.93 million. The company is expanding the US retail presence of its FRE and ALP nicotine pouch brands and expects its Modern Oral chain-store footprint to grow by more than 70% during 2026. Selling, general and administrative expenses increased 69.1% to $75.3 million, while PMTA-related expenses reached approximately $3.15 million and manufacturing start-up costs totaled about $593,000. ALP plans to open a branded pop-up in New York City's SoHo neighborhood on November 13, alongside a marketing campaign extending into January 2027. TPB owns 50% of ALP but consolidates the venture in its financial statements.

A decade-long study published in The Lancet Regional Health – Western Pacific found that heated tobacco product use in Japan increased from 0.1% in 2015 to 14.9% in 2025, although growth slowed after 2018. Switching from conventional cigarettes remained an important source of HTP uptake, while the contribution from previously non-current users increased. Approximately 56% of HTP users also smoked conventional cigarettes in 2025. Separate industry data show that Japan's heated tobacco sales reached 73.4 billion units in fiscal 2025, approaching conventional cigarette sales of 78.2 billion units.