Alexander Kotov
Alexander Kotov is a partner at NEFT Research, specializing in consulting within the energy sector. His recent analysis remarks on the current unprofitability of coal exports from northwestern ports of Russia, attributing this to high logistical costs and current market prices, which pose challenges for coal producers in the region.
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Alexander Kotov, a partner at NEFT Research, highlighted the improvement in profitability for coal exports due to the weakening ruble.
Аналитики спрогнозировали рост погрузки угля впервые с начала года — РБК
Russia· 2025-09-19
Alexander Kotov, a partner at NEFT Research, noted that the resource base for metallurgical coal in China is not very high.
«Мечел» почти на четверть сократил добычу угля из-за ограничения спроса — РБКRussia· 2025-07-06
Alexander Kotov is a partner at NEFT Research who commented on the economic situation of coal operators.
Доходность перевозчиков угля рухнула на фоне кризиса у его добытчиков — РБКRussia· 2025-07-04Alexander Kotov is a partner at NEFT Research and provides insights on fertilizer pricing.
Эксперты оценили «скрытую» субсидию сельскому хозяйству на ₽50 млрд — РБКRussia· 2025-04-15
Alexander Kotov mentioned that local consumers preferred Australian premium coal due to current low prices.
Эксперты увидели шанс для России занять место США на рынке угля в Китае — РБКRussia· 2025-04-11
Alexander Kotov provided insights on the profitability of coal exports from northwestern ports.
Глава Мурманской области предложил ускорить финансирование порта Лавна — РБКRussia· 2025-04-01
