Yakov and Partners - In the media

China is the unchallenged leader in gallium, germanium, and antimony production, putting other countries in a highly dependent position. “They mine 98%, 94%, and 48% of the world’s gallium, germanium, and antimony, respectively. Meanwhile, the shares of Chinese supplies in the global consumption of these materials are 21%, 26%, and 51%, respectively,” says Sofia Mangileva, an expert at Yakov and Partners Research & Insights Center

“The main drivers behind the increase in domestic steel consumption by 2030 will be rail car manufacturing, construction of railway infrastructure, and pipe industry, while other areas will either stagnate or reduce their steel consumption volume,” says Egor Bespiatov. “For instance, in real estate, demand is expected to fall in 2025–2027 as compared to 2023, with recovery to current levels likely by 2030.”

Despite the general trend of increasing energy efficiency, coal still accounts for more than a quarter of the global energy mix. The decline in consumption and production in Europe and the United States is evident, but it is not yet time to declare coal a thing of the past for these regions. The domestic coal industry is capable of sustaining the required export volumes, but logistics issues are coming to the fore, say Yakov and Partners’ director Egor Bespyatov and expert Sofia Mangileva

64% of respondents from the industry stated that the impact of using digital technologies had reached 2% of EBITDA. Digitalization brings more than 3% EBITDA to every third mining and metallurgy company in the Russian Federation. Yakov and Partners experts estimate that increasing digitalization levels could bring an additional RUB 1–3 bn in EBITDA for companies with a turnover of RUB 100 bn, and an additional RUB 6–10 bn for companies with a turnover of RUB 500 bn