TY JOUR TI From the Geo-economic frontier to the infrastructural reservation: the ontology of the Value Paradox in the assessment of PJSC Sovcomflot as a case of nonlinear capitalization of a sovereign logistics operator KW Sovcomflot KW maritime transportation KW sanctions KW geopolitical risk KW logistical sovereignty KW structural discount KW adaptation model KW investment assessment KW price forecast KW strategic importance KW Northern Sea Route JO JOURNAL OF MONETARY ECONOMICS AND MANAGEMENT AU Skibin, Y.V. AU Korolev, A.A. PY 2026 IS 0 PB ITBO University