The unrealized supply of Russian extractive industries for attracting additional financing in the open market

Since 2022, the disruption of traditional logistics chains and the increase in anti-Russian sanctions have significantly complicated the operational and financial activities of companies in several export-oriented sectors in Russia. This has particularly affected the fuel and energy sector. Current business conditions have led to a significant decrease in production volumes, output, and goods shipment prices, which has necessitated reducing production capacity utilization or, in cases where this is not possible due to the nature of the technological processes, incurring operational losses. The Russian coal industry is in the most critical situation. The article proposes a possible mechanism for attracting financial resources through the issuance of digital financial assets based on the existing reserves of industry enterprises. At the same time, the sectors under study faced pressure from unfavorable price conditions in foreign markets. The article proposes a methodology for calculating the “hidden potential” — the unrealized supply that has been formed in the country due to the above-mentioned reasons. It also highlights the opportunities provided by the current legislation and the financial instrument landscape of the Russian Federation for monetizing the unrealized supply without diluting the capital of enterprises. In the environment of the inaccessibility of external financial markets and limited support from the state budget, alternative mechanisms for attracting financial resources are becoming increasingly important.