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"Without a compass" - coal railroad tracks
The theme of the third issue of the program "Without a compass" was the mining and transportation of coal to the ports of the Far East.
The basis for the conversation was the ambitious plans and decisions of the presidential commission on the fuel and energy complex to ensure that 2025 million tons of coal per year were transported along the BAM and Transsib by 195 (last year, 112 million tons were exported eastward - editor's note). And if the extraction of the required volumes does not cause doubts among industry experts, then the possibility of a rapid expansion of the existing railway network requires compliance with many conditions, the key of which, of course, are financing and production capabilities of Russian Railways and electricity suppliers for all the necessary infrastructure.
- Alexander Kovalchuk - Chairman of the Board of Directors of the Institute of Coal Conjuncture, Doctor of Technical Sciences, Professor, Advisor to the General Director of the Russian Coal Company;
- Maxim Tereshchenko - Minister of Industry and Exploration of the Republic of Sakha (Yakutia);
- Dmitry Nozhenko - co-chairman of the regional branch of the all-Russian organization "Business Russia" in the Khabarovsk Territory and the Jewish Autonomous Region;
- Dmitry Shcherbakov - editor-in-chief of the PanPacific Agency news agency, expert
The conflict of interests of traditional coal exporters from Kuzbass - and the president instructed to increase supplies from this region by 30% - and Yakut coal mining companies, which are going to increase their supplies by 2024-2 times by 3, adds to the acuteness in the problem of the emerging shortage of railway capacity. At the same time, coking coal, necessary in metallurgy, will be transported from Yakutia, the demand for which is now growing, especially in China.
How do EastRussia experts see the development of events and does Southeast Asia need all this volume of coal? And we must not forget that in addition to large companies that have their own ports, coal is mined and shipped by other smaller market players. What will happen to them?
Answers in the third edition of the programs "Without a compass".