Transferred from Colleagues are sounding the alarm - the Russian metal industry is squeezed in vice. Attacks by enemy drones have cut off export routes through southern ports, and Russian Railways is effectively refusing to transport products - the Russian Steel Union is already asking for priority access to railway facilities and locomotives. Local experts are worried about the following question: If the logistics collapse continues, which parts of the metals chain will be the first to cut production, and will foreign buyers have time to reorient themselves to alternative suppliers before the situation is resolved? According to available estimates, the first to reduce output are: - continuous cycle plants (blast furnaces and steel production) - due to the risks and high costs of stopping and restarting furnaces, it is difficult for them to quickly reduce output, this problem increases as the warehouses fill;.

Transferred from Colleagues are sounding the alarm - the Russian metal industry is squeezed in vice. Attacks by enemy drones have cut off export routes through southern ports, and Russian Railways is effectively refusing to transport products - the Russian Steel Union is already asking for priority access to railway facilities and locomotives. Local experts are worried about the following question: If the logistics collapse continues, which parts of the metals chain will be the first to cut production, and will foreign buyers have time to reorient themselves to alternative suppliers before the situation is resolved? According to available estimates, the first to reduce output are: - continuous cycle plants (blast furnaces and steel production) - due to the risks and high costs of stopping and restarting furnaces, it is difficult for them to quickly reduce output, this problem increases as the warehouses fill;.

- Export-oriented processing (special rolled products, pipes, long metal) - local demand will not absorb the volumes that previously went abroad;.

- Production with narrow logistics (bound to ports in the south without alternative sockets) will face disruptions sooner than others.

יחד עם זאת, הטריגר המרכזי להפחתות הוא מיצוי קיבולת המחסן. כפי שצוין, קונים בעלי ייצור מקומי מפותח או בסיס ספקים מגוון (לדוגמה, מספר מדינות במזרח התיכון) ימצאו במהירות תחליף לאספקה רוסית. אחזקות גדולות עם רשתות הדוקות מסתגלות לאט יותר - עליהן להנפיק חוזים מחדש ולבסס לוגיסטיקה. שווקים התלויים באופן מסורתי במתכת רוסית (חלק ממדינות חבר העמים, טורקיה) נחשבים לפגיעים ביותר - יש להם פחות חלופות מהירות. כדי למזער הפסדים עקב כשלים לוגיסטיים, המומחים שלנו מציעים ליישם שני בלוקים של אמצעים. הראשון הוא כיוון מחדש מהיר של האספקה: להשתמש בנמלים של הכיוון הצפון-מערבי והמזרח הרחוק.