УДК 338.47:656.61

DOI: https://doi.org/10.36887/2415-8453-2026-2-59

Navrozova Yuliia,
Candidate of Economic Sciences, Associate Professor, Head of the Department «Entrepreneurship and tourism»,
Odesa National Maritime University, Odesa
https://orcid.org/0000-0002-6106-2825

JEL classification: Q56, R40


The purpose of the article is to substantiate and systematize a comprehensive set of indicators for diagnosing the activities of maritime transport enterprises within the framework of the sustainable development concept. The research aims to develop a toolkit that accounts for industry-specific features and enables the balancing of economic, environmental, and social priorities. Methodology. The study employs general scientific methods: a systems approach to structure the indicators; comparative analysis to define adequacy requirements for selected metrics; and grouping and classification methods to categorize indicators into the three pillars of sustainable development (economy, environment, and society). Results. A comprehensive system of indicators has been developed, comprising three key blocks: economic efficiency (including levels of digitalization and innovation), environmental sustainability (energy intensity, carbon footprint, “green” investments), and social responsibility (occupational safety, gender equality, personnel development). Mathematical calculation algorithms are defined for each indicator, along with interpretations of their values for managerial analysis. The scientific novelty lies in refining the criteria for developing a sustainable development diagnostic toolkit. Unlike existing models, this system integrates the specific characteristics of the maritime (port) industry, such as the safety coefficient of cargo handling operations (CHO), the share of alternative fuels in total energy consumption, and the return on environmental investment. The practical significance of the results lies in the potential for maritime port and terminal management to use the proposed indicator system for internal audits, the preparation of non-financial reports in accordance with GRI standards, and strategic decision-making on investment attraction. Implementing this system will enable enterprises to objectively assess their progress toward the UN Sustainable Development Goals.

Keywords: sustainable development, maritime industry, port enterprises, economic efficiency, environmental sustainability, social responsibility, ESG indicators, decarbonization.

Rеferences

  1. United Nations. (n.d.). UN Sustainable Development Goals. https://www.un.org/sustainabledevelopment/sustainabledevelopment-goals
  2. (2023). Review of Maritime Transport 2023. United Nations Conference on Trade and Development. https://iims-media-library.s3.eu-west-2.amazonaws.com/wp-content/uploads/2023/10/06121807/UNCTAD-Review-2023.pdf
  3. Navrozova, Yu. O. (2025). Metodolohichni zasady otsinky rivnia staloho rozvytku diialnosti pidpryiemstv morskoho transportu [Methodological foundations of assessing the level of sustainable development of maritime transport enterprises’ activity]. Upravlinnia Zminamy ta Innovatsiiamy [Change Management and Innovations], (15), 101–107. https://doi.org/10.32782/CMI/2025-15-16
  4. Fei, H., Shi, H., & Pan, X. (2025). A systematic review of green port evaluation: Methods, subjects, and indicators. Journal of Marine Science and Engineering, 13(3), Article 604. https://doi.org/10.3390/jmse13030604
  5. Kudriavtsev, V. M., & Kudriavtseva, O. V. (2023). Metodyka otsinky rivnia staloho rozvytku transportnoho pidpryiemstva [Methodology for evaluating the sustainable development level of a transport enterprise]. Ekonomika Transportnoho Kompleksu [Economics of Transport Complex], (42), 168–181. DOI: 10.30977/ЕТК.2225-2304.2023.42.168
  6. Chakrabartty, S. N. (2024). Port sustainability index: Methodological issues. Journal of Engineering and Environmental Sciences, 2(1), Article 000107. https://doi.org/10.23880/jeesc-16000107
  7. Scholten, P., Raphaël, S., Faber, J., Kreulen, B., & Ouwehand, A. (2023). Benchmark for seaport sustainability (Edition 2023). CE Delft; NMZH.
  8. Peris-Mora, E., Diez Orejas, J. M., Subirats, A., Ibáñez, S., & Alvarez, P. (2005). Development of a system of indicators for sustainable port management. Marine Pollution Bulletin, 50(12), 1649–1660. https://doi.org/10.1016/j.marpolbul.2005.06.048
  9. Pranyoto, Kensiwi, F., Kundori, K., & Astyono, R. (2024). Developing an integrated sustainability assessment framework: Evaluating environmental, social, economic and governance performance at Panjang port. International Journal of Multidisciplinary and Current Research, 6(6), 12–20.
  10. Muangpan, T., & Suthiwartnarueput, K. (2019). Key performance indicators of sustainable port: Case study of the eastern economic corridor in Thailand. Cogent Business & Management, 6, Article 1603275. https://doi.org/10.1080/23311975.2019.1603275
  11. Stanković, J. J., & Marjanović, I. (2021). Social, economic and environmental sustainability of port regions: MCDM approach in composite index creation. Journal of Marine Science and Engineering, 9(1), Article 74. https://doi.org/10.3390/jmse9010074
  12. International Maritime Organization. (n.d.). EEXI / CII Frequently Asked Questions (FAQ). https://www.imo.org/en/MediaCentre/HotTopics/Pages/EEXI-CII-FAQ.aspx
  13. (n.d.). Database. European Commission. https://ec.europa.eu/eurostat/web/main/data/database
  14. Japan Ship Technology Research Association. (2020). Roadmap to zero emission from international shipping. Shipping Zero Emission Project; IMO. https://wwwcdn.imo.org/localresources/en/OurWork/Environment/Documents/
  15. Global Reporting Initiative. (n.d.). GRI Standards. https://www.globalreporting.org
  16. World Bank Group. (n.d.). World Bank Open Data: Search data. https://data.worldbank.org/indicator/
  17. (2024). Annual Safety Statistics Report 2024. International Marine Contractors Association. https://www.imca-int.com/media/pftlykx0/imca-safety-stats-report-2024.pdf
  18. (n.d.). Data: Trusted statistics supporting evidence-based policy. Organization for Economic Co-operation and Development. https://www.oecd.org/en/data/indicators.html
  19. International Maritime Organization. (n.d.). Women in Maritime – IMO’s gender programme. https://www.imo.org/en/ourwork/technicalcooperation/pages/womeninmaritime.aspx
  20. European Commission. (n.d.). Decarbonising maritime transport – FuelEU Maritime. Directorate-General for Mobility and Transport. https://transport.ec.europa.eu/transport-modes/maritime/decarbonisingmaritime-transport-fueleu-maritime_en
  21. Ukrainian Sea Ports Authority. (2025). Dekarbonizatsiia morskykh portiv Ukrainy [Decarbonization of sea ports of Ukraine] (Presentation of SE USPA. Appendix to Letter No. 3439/10-09-02/Vykh). SE “USPA”.
  22. Ukrainian Sea Ports Authority. (2024). Zvit pro upravlinnia za 2023 rik [Management report for 2023] (Presentation of SE USPA). SE “USPA”. https://www.uspa.gov.ua/wp-content/uploads/2024/04/zvit_2023-%E2%80%93-15.04.2024.pdf
  23. Hutsaliuk, O. M., & Mirzoiev, D. Sh. (2025). Formuvannia dydzhytal-instromentiv marketynhu v suchasnykh umovakh [Formation of digital marketing tools in modern conditions]. Aktualni Problemy Innovatsiinoi Ekonomiky ta Prava [Actual Problems of Innovative Economy and Law], (1), 50–53. https://doi.org/10.36887/2524-0455-2025-1-12
  24. Hutsaliuk, O. M., Bondar, Yu. A., Shyshka, I. V., & Kovaliov, D. H. (2026). Osoblyvosti informatsiino-analitychnoho zabezpechennia protsesiv optymizatsii upravlinnia na pidpryiemstvi v umovakh postkonflicktnoi ekonomiky [Features of information and analytical support for management optimization processes at an enterprise in a post-conflict economy]. Zbirnyk Naukovykh Prats Cherkaskoho Derzhavnoho Tekhnolohichnoho Universytetu. Seriia: Ekonomichni Nauky [Collection of Scientific Papers of Cherkasy State Technological University. Series: Economic Sciences], 27(78(1)), 145–156. https://doi.org/10.24025/2306-4420.78(1).2026.356465
  25. Hutsaliuk, O., Panchyshyn, A., Abliazov, D., Buhaieva, M., Pantielieieva, I., Chen, M., & Vlasova, Y. (2025). Economic and mathematical modeling of energy-saving and resource-saving innovations in the project approach to crisis and strategic management of hospitality industry enterprises based on corporate law and public administration: Application of numerical methods. Advances in Nonlinear Variational Inequalities, 28(4s), 351–365. https://doi.org/10.52783/anvi.v28.333
  26. Hutsaliuk, O., Levchenko, A., Panchyshyn, A., Abliazov, D., Buhaieva, M., Pantielieieva, I., & Chen, M. (2025). Leveraging information systems, applications, and technologies for energy-efficient, resource-saving sustainable innovation and strategic development in the hospitality industry: Interactions between corporate law and public administration. International Journal of Basic and Applied Sciences, 14(SI-1), 139–146. https://doi.org/10.14419/a3j94v26

The article was received 31.05.2026


Quote article, APA style

Navrozova Y. 31.05.2026. Methodological foundations for forming a system of sustainable development indicators for maritime enterprises. Ukrainian Journal of Applied Economics and Technology. 2026. №2. 315-319 pp. https://doi.org/10.36887/2415-8453-2026-2-59

Quote article, MLA style

Navrozova Y. Methodological foundations for forming a system of sustainable development indicators for maritime enterprises. Ukrainian Journal of Applied Economics and Technology. 31.05.2026. https://doi.org/10.36887/2415-8453-2026-2-59