The reason is the fall of export prices and the growth of logistics costs.
coal exports are reduced for the fourth year in a row. In 2025, it will decrease by 3% to 189 million tons, including a decrease in energy coal supplies to 173 million tons. The production will be reduced by 1% to 436 million tons. At the same time, warehouses remain high - 48 million tons against an average level of 27 million tons in 2019–2023.
Energy Colarm exports became loss -making in all areas. In August, Netback through the port of Vostochny amounted to minus 434 rubles/t at a price of 81.6/t, through Taman-minus 1304 rubles/t, through Ust-Luga-minus 1360 rubles/t. In September, the prices in ports decreased by another 11–28% year by the year.
following the results of the first half of the industry, 172 billion rubles amounted to tax. Against 124 billion rubles. For the whole of 2024. The share of unprofitable enterprises increased to 71%. Last year, the total revenue of the sector decreased by 19% and amounted to 1.78 trillion rubles.
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./And now the margins of the coal miners are 21%, while the Russian Railways has plus 46%, port of port operators. Plus 53%.
experts agree that the total loss of the industry in 2025 may exceed 300 billion rubles, which is 2.5 times more than last year’s indicator
