Against the backdrop of unprecedented Western sanctions, the chairman of the board of directors of the Delo group of companies (which owns the largest container operator in Russia, TransContainer), Sergey Shishkarev, proposed creating the second largest "trade artery" of the Eastern Hemisphere - North - South, which will run perpendicular to the "most rolled out" international transport corridor West-East. He wrote about this in an article for RBC.
Now the North-South path is much less developed than the West-East, and is not a single integrated complex, the businessman explains. To do this, it must turn into a "maximally seamless" corridor all the way from Russia through Iran to India. “In this case, a multimodal route - from Southeast Asia through the ports of India and Iran and further by rail, across the Caspian Sea to Russia, Central Asia, through the Black Sea from Turkey to Russia and Europe - can create real competition for the route through the Suez Canal ", - Shishkarev is sure.
Sergei Shishkarev Logistics of an uncomfortable world. Sergey Shishkarev - about new trade routes Opinion
In addition, the North-South is routes through the southern Russian ports towards Africa, which in the next decade will begin to play a more important role in the global economy as a consumer market against the backdrop of a growing population of the continent and as a source of cargo base when an increasing volume of production is located there, he adds.
Since the start of a special military operation in Ukraine on February 24, Russia has faced unprecedented sanctions. Restrictions were imposed on the entry of Russian ships into foreign ports, a ban on the entry of trucks into the territory of the European Union, almost all foreign maritime operators refused to work with Russian cargo, and insurance coverage was increased for those ships that still continue to work with Russia. “Logistics, for all its seemingly service function in relation to real production, is the basis for the uninterrupted functioning of many economic, social and, step by step, political processes,” Shishkarev comments. “Therefore, it is not surprising that logistics became one of the elements of the sanctions pressure on Russia after February 24.”
But he believes that "there is a blessing in disguise" and as a result, Russia will receive a new logistics system, including land and sea infrastructure, rolling stock, containers and ships under the control of Russian beneficiaries. “And even after the inevitable warming of relations in the future, we must learn the right lesson and have a national logistics system independent of the geopolitical situation,” he concluded.
Sergei Shishkarev owns 70% of the Delo group (another 30% belongs to Rosatom). Delo Group is a transport and logistics holding that owns the largest railway container operator in Russia, TransContainer, and 30.75% of Global Ports (one of the largest operators of port terminals). The group also includes DeloPorts, which owns the NUTEP container terminal in Novorossiysk, the Delo service company and 75% of the KSK grain terminal.
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