Strategic Planning and Economic Assessment of Development of Intermodal Transport Infrastructure

The authors set the goals: to assess the socio-economic importance of construction of intermodal transport infrastructure in the Russian Federation in modern conditions, to analyse the degree of development of issues of assessing the economic efficiency of intermodal aspects. To achieve these objectives, the content of modern strategic documents (such as the Comprehensive Plan for Modernization and Expansion o f Trunk Infrastructure, the Long-term Development Program of JSC Russian Railways until 2025, the Spatial Development Strategy of the Russian Federation, etc.), as well as the dynamics of container traffic volumes and results in construction of new and modernization of existing intermodal transport infrastructure were analysed. Based on this, a conclusion was made about relevance, importance, and prospects of development of intermodal transport infrastructure for both passenger and freight transportation.

The degree of elaboration of issues of assessing the economic efficiency of intermodal aspects is analysed, while the historical retrospective of evolution of methods for its assessment within the framework of state or sectoral methodological guidelines adopted in the former USSR and the Russian Federation is considered. When analysing approaches to assessing economic efficiency inherent in a planned economic model, several effects from improvements associated with the development of transport infrastructure and organisation of operation are described. Against this background, the authors reveal the difference between former and new approaches, characteristic of the modern market economy.

Through analysis and synthesis, conclusions were drawn for each part of the study. In the final part, using a dialectical approach, the results obtained are compared. Based on this, conclusions were made on the correlation between the importance of building an intermodal transport infrastructure, the degree of development of issues of assessing the economic efficiency of intermodal aspects and the prospects for development of this research area.

1. Strategy for development of railway transport in the Russian Federation until 2030: Approved by the order of the Government of the Russian Federation of June 17, 2008 No. 877‑r [Strategiya razvitiya zheleznodorozhnogo transporta v Rossiiskoi Federatsii do 2030 goda. Utv. rasporyazheniem Pravitelstva RF ot 17.06.2008 g. № 877‑r]. [Electronic resource]: http://government.ru/docs/19759/. Last accessed 19.06.2020.

2. Lapidus, B. M., Macheret, D. A., Elizariev, Yu. V. [et al]. Strategic development of railway transport in Russia [Strategicheskoe razvitie zheleznodorozhnogo transporta Rossii]. Moscow, MCFER publ., 2008, 304 p.

3. Lapidus, B. M., Macheret, D. A. Railway transport development strategy – an instrument of innovative breakthrough of the industry in the interests of society and the economy of Russia [Strategiya razvitiya zheleznodorozhnogo transporta – instrument innovatsionnogo proryva otrasli v interesakh obshchestva i ekonomiki Rossii]. Ekonomika zheleznykh dorog, 2008, Iss. 10, pp. 12–20.

4. Transport strategy of the Russian Federation: Approved by the order of the Government of the Russian Federation of November 22, 2008 No. 1734‑r [Transportanaya strategiya Rossiiskoi Federatsii: Utv. rasporyazheniem Pravitelstva RF ot 22.11.2008 g. № 1734‑r]. [Electronic resource]: http://government.ru/docs/22047/. Last accessed 19.06.2020.

5. Strategy for scientific and technological development of Russian Railways holding company for the period up to 2025 and for the long term until 2030 (White Book): Approved by the order of JSC Russian Railways dated April 17, 2018 No. 769/r [Strategiya nauchno-tekhnicheskogo razvitiya kholdinga RZD na period do 2025 goda i na perspektivu do 2030 goda (Belaya kniga): Utv. Rasporyazheniem OAO «RZD» ot 17.04.2018 № 769/r]. [Electronic resource]: https://zszd.rzd.ru/static/public/ru? STRUCTURE_ID=4252&layer_id=3290&id=2208. Last accessed 19.06.2020.

6. Comprehensive plan for modernization and expansion of the trunk infrastructure for the period up to 2024: Approved by the order of the Government of the Russian Federation of September 30, 2018 No. 2101‑r [Kompleksniy plan modernizatsii i rasshireniya magistralnoi infrastruktury na period do 2024 goda: Utv. Rasporyazheniem Pravitelstva RF ot 30.09.2018 № 2101‑r]. [Electronic resource]: https://www.mintrans.ru/documents/2/9742. Last accessed 19.06.2020.

7. Long-term development program of the JSC Russian Railways until 2025: Approved by the order of the Government of the Russian Federation of 19.03.2019, No. 466‑r [Dolgosrochnaya programma razvitiya otkrytogo aktsionernogo obshchestva Rossiiskie zheleznie dorogi do 2025 goda: Utv. Rasporyazheniem Pravitelstva RF ot 19.03.2019 g. № 466‑r]. [Electronic resource]: http://government.ru/docs/36094/. Last accessed 19.06.2020.

8. Strategy for spatial development of the Russian Federation for the period up to 2025: Approved by the order of the Government of the Russian Federation of 13.02.2019, No. 207‑r [Strategiya prostranstvennogo razvitiya Rossiiskoi Federatsii na period do 2025 goda: Utv. Rasporyazheniem Pravitelstva RF ot 13.02.2019 g. № 207‑r]. [Electronic resource]: http://government.ru/docs/35733/. Last accessed 19.06.2020.

9. Macheret, D. A. On the law of advanced development of transport infrastructure [O zakone operezhayushchego razvitiya transportnoi infrastruktury]. Ekonomika zheleznykh dorog, 2018, Iss. 7, pp. 14–19.

10. Annual report of JSC Russian Railways for 2018 [Godovoi otchet OAO «RZD» za 2018 g.]. [Electronic resource]: https://ar2018.rzd.ru/ru. Last accessed 19.06.2020.

11. Macheret, D. A. Methodological problems of assessing the economic efficiency of investments in railway transport [Metodologicheskie problemy otsenki effektivnosti investitsii na zheleznodorozhnom transporte]. Ekonomika zheleznykh dorog, 2017, Iss. 10, pp. 13–19.

12. Ledney, A. Yu. Methods for assessing the economic efficiency of infrastructure projects in transport [Metody otsenki ekonomicheskoi effektivnosti infrastrukturnykh proektov na transporte]. Ekonomika zheleznykh dorog, 2019, Iss. 9, pp. 14–24.

13. Methodology for determining the economic efficiency of using new technology, inventions and improvement suggestions in sea transport [Metodika opredeleniya ekonomicheskoi effektivnosti ispolzovaniya na morskom transporte novoi tekhniki, izobretenii i ratsionalizatorskikh predlozhenii]. Moscow, TsRIA Morflot, 1979, 72 p.

14. Instructions for determining the economic efficiency of capital investments: Approved by Ministry of Marine Fleet of the USSR 30.11.1977 [Instruktsiya po opredeleniyu ekonomicheskoi effektivnosti kapitalnykh vlozhenii: Utv. Ministerstvom mor. flota SSSR 30.11.1977]. Moscow, CBNTI MMF publ., 1977, 177 p.

15. How much did you get in the USSR? [A vy skolko poluchali v SSSR?]. Kommersant Dengi, 2016, Iss. 3, p. 46.

16. Guidelines for assessing the effectiveness of investment projects and their selection for financing: Approved by Gosstroy of the Russian Federation, the Ministry of Economy of the Russian Federation, the Ministry of Finance of the Russian Federation, the State Committee for Industry of the Russian Federation 31.03.1994, No. 7-12/47 [Metodicheskie rekomedatsii po otsenke effektivnosti investitsionnykh proektov i ikh otboru dlya finansirovaniya: Utv. Gosstroem RF, Minekonomiki RF, Minfinom RF, Goskompromom Rossii 31.03.1994 g. № 7-12/47]. NPKVTs «Terinvest», 1994, 80 p.

17. Methodological recommendations on the composition and content of substantiating materials for investment projects [Order of JSC Russian Railways dated 05.03.2012 No. 463r] [Metodicheskie rekomendatsii po sostavu i soderzhaniyu obosnovyvayushchikh materialov po investitsionnym proektam [Rasporyazhenie OAO «RZD» ot 05.03.2012 g. № 463r]]. [Electronic resource]: http://www.consultant.ru/cons/cgi/online.cgi?req=doc&base=EXP&n=540866#04227711086299699. Last accessed 19.06.2020.

18. Methodology for assessing the socio-economic effects of construction (reconstruction) and operation of transport infrastructure facilities planned for implementation with involvement of federal budget funds, as well as with provision of state guarantees of the Russian Federation and of tax benefits (Resolution of the Government of the Russian Federation of November 26, 2019 No. 1512) [Metodika otsenki sotsialno-ekonomicheskikh effektov ot proektov stroitelstva (rekonstruktsii) i ekspluatatsii ob’ektov transportnoi infrastruktury planiruemykh k realizatsii s privlecheniem sredstv federalnogo byudzheta, a takzhe s predostavleniem gosudarstvennykh garantii Rossiiskoi Federatsii i nalogovykh lgot (Postanovlenie Pravitelstva RF ot 26.11.2019 g. № 1512)]. [Electronic resource]: http://government.ru/docs/38488. Last accessed 19.06.2020.