Особенности организации угольной отрасли в России: что мешает выстроить политику развития?

ЭКО. 2026. № 4. С. 55–82.

Ruzhanskaya L., Саблин К. С., Simachev Y. V.

Energy security concerns, environmental constraints, and competition

with other energy sources—combined with the disruption of established global value

chains—are forcing Russian coal companies to undergo transformation. Based on an

analysis of statistical data and the results of in-depth interviews with experts conducted

from August 2024 to January 2025, this study identifies the main challenges facing

the development of Russia’s coal industry and the characteristics of its organizational

structure, which has given rise to five types of business models that are integrated into

value chains in different ways. The authors conclude that overcoming the industry’s

development trap requires a strong player capable of shifting the focus from maintaining

the status quo to innovative development. This role could be assumed, for example, by

an alliance of stakeholders. The findings can serve as a basis for the development of

state industrial policy.

Keywords: промышленная политика, industrial policy, coal industry, Global Value Chains (GVC), угольная отрасль, глобальные цепочки создания стоимости (ГЦСС)

Publication based on the results of: Трансформации цепочек создания стоимости угольной отрасли и связанных с ней отраслей в условиях глобального энергоперехода и санкционного давления на российскую экономику (2025)