Izohlwayo zaseNtshona zokuhlasela komkhosi waseRussia eUkraine zinokunyanzela ii-oligarchs ezimbini zaseRussia, uVladimir Potanin kunye no-Oleg Deripaska, ukuba baphelise olona ngquzulwano lude kwimbali yeshishini laseRussia kwaye endaweni yoko badibanise izigebenga zabo zesinyithi - i-nickel kunye ne-palladium enkulu ye-Norilsk Nickel kunye ne-aluminium United Inkampani Rusal.
Njengoko igutyungelwe ngokweenkcukacha yi-bne IntelliNews, ezinye iintsimbi zaseRussia zifakwe nzulu kwiimarike zehlabathi kwaye kunzima ukuzinikezela.Kutshanje i-US ikhulule iintsimbi ezicwangcisiweyo njengepalladium, irhodium, nickel, titanium, kunye ne-aluminiyam ekrwada, ekunyukeni kwamaxabiso avela kwamanye amazwe.
Amava amabi kwi-2018 athetha ukuba zombini i-Potanin kunye ne-Deripaska ziye zakwazi ukuphepha izigwebo kude kube kutshanje.I-Deripaska kunye neenkampani zakhe zakhethwa ngenxa yezohlwayo ngoko, kodwa emva kokuba ixabiso le-aluminium linyuke nge-40% ngosuku kwi-London Metal Exchange (LME) emva kweendaba, i-Ofisi ye-US yoLawulo lwe-Asethi yangaphandle (OFAC) ilibazisekile ukubeka izigwebo kunye ekugqibeleni wabuya umva ngokupheleleyo, ukwenza izohlwayo kwi Deripaska kuphela ziye zaye zayekiswa emva kokuba urhulumente waziswa ngo-2014.
Nokuba isoyikiso sezohlwayo ezichasene nePotanin sele ibangele isiphithiphithi kwixabiso lenickel, eliphindwe kabini kwixabiso ngo-Epreli njengoko izigwebo zaqala ukumiselwa, ukwaphula zonke iirekhodi, kunye nokunyanzela i-LME ukuba imise urhwebo.
Esoyika ukuphazamisa imarike ebonelela ngecandelo eliphambili kushishino lweemoto zombane, iPotanin ikwazile ukunqanda izohlwayo, nangona iyeyona ndoda isisityebi eRussia kwaye yenye yee-oligarch ezisixhenxe zokuqala ze-1990s ngenxa yokuba iNorilsk Nickel ingoyena mthengisi uphambili wenickel kunye ne-palladium. kushishino lweemoto zehlabathi.Nangona kunjalo, ngoJuni i-UK yakhala intsimbi yokuqala yokulumkisa ngokugweba i-oligarch.
Nje ukuba ulunywe, kabini unentloni, uRusal akajoli ngqo kwi-raft yezohlwayo eMoscow ngokuhlasela kweRussia eUkraine ngeli xesha, kodwa u-Oleg Deripaska ugunyaziswe yi-UK kunye ne-EU.
bne IntelliNews sele icebise ukuba ukuba iNorilsk Nickel ingaqala ukufumana iingxaki zemali, kuya kufuneka ilumke ingavuthi impixano yakhe yenkampani kunye neDeripaska, esinye sezona zabelo zakudala kwimbali yeshishini laseRussia.I-Potanin ithe gqolo ukuxoxa ngokucuthwa kwezabelo ukuze ichithe imali kuphuhliso ngenxa yenkqubo ye-capex yamabhongo, ngakumbi kwibala lesinyithi se-palladium, kodwa i-Rusal, exhomekeke kwizabelo ze-Norilsk Nickel ngokuhamba kwemali, iwuchasa ngamandla lo mbono.
Ngo-2021 i-Potanin kunye ne-Rusal zahlaziya ingxoxo malunga nokuhanjiswa kwe-dividend ye-Norilsk Nickel, apho i-Rusal ixhomekeke kwinxalenye ebalulekileyo yokuhamba kwemali yayo.I-Norilsk Nickel ngaphambili yehlise isahlulo kodwa yenza isindululo sokubuyiswa kwe-2 yeebhiliyoni zeerandi.
Endaweni yokwandisa isivumelwano sabanini-zabelo esiphela ekupheleni kuka-2022, ezi nkampani zimbini zinokufumana indlela yokudibanisa, ucebisa uPotanin.Ngaphantsi kwesivumelwano, iNorilsk Nickel kufuneka ihlawule ubuncinci i-60% ye-EBITDA kwizabelo ezinikwe i-net-debt-to-EBITDA i-leverage yi-1.8x (intlawulo ephantsi ye-1bn).
"Nangona kungekho zigqibo zokugqibela zenziweyo kwaye kukho iimeko ezininzi ezahlukeneyo zesivumelwano, sikholelwa ukuba ukunikezela kule minyaka imbalwa idlulileyo, ukuphela kwesivumelwano sabanini-zabelo ngo-2022 kunye nokwanda komngcipheko wezohlwayo eRussia kubeke inqanaba lokudibanisa, ” IRenaissance Capital igqabaze nge-5 kaJuni.
I-Potanin yi-CEO ye-Norilsk Nickel kwaye i-Interros yakhe ibambe i-35.95% yesabelo kwinkampani, ngelixa i-Deripaska's Rusal ine-26.25% kwinkampani.Omnye umnini-sabelo nguCrispian we-oligarch Roman Abramovich kunye no-Alexander Abramov (malunga ne-4% yezabelo), kunye ne-33% ye-float yamahhala.Abona banini-zabelo abakhulu be-UC Rusal ngo-En+ waseDeripaska (56.88%) kunye neSUAL Partners of Victor Vekselberg kunye noLeonard Blavatnik.
Ukongeza kwi-nickel kunye ne-palladium, i-Nickel ye-Norilsk iphinda iqhube i-cobalt, i-platinum, i-cobalt, i-rhodium, igolide, isilivere, i-iridium, i-selenium, i-ruthenium kunye ne-tellurium.I-UC Rusal yemba i-bauxite kwaye ivelisa i-alumina kunye ne-aluminium.Ingeniso kaNornickel kunyaka ophelileyo yayiyi-17.9 yeebhiliyoni zeedola kunye ne-Rusal ye-12 yezigidigidi.Ke ngoko ezi nkampani zimbini zinokuvelisa phantse iibhiliyoni ezingama-30 zeedola, uqikelelo lweRBC.
Oku kuya kuhambelana nezigebenga zemigodi yeentsimbi zehlabathi ezifana ne-Australo-British Rio Tinto (i-aluminiyamu, imigodi yobhedu, intsimbi ekrwada, i-titanium kunye nedayimani, ingeniso ka-2021 ye-$63.5bn), iBHP yase-Australia (nickel, ikopolo, intsimbi ekrwada, amalahle, i-$61. bn) IVale yaseBrazil (nickel, intsimbi ekrwada, ikopolo kunye nemanganese, iidola ezingama-54.4 zezigidi) kunye neAnglo American (nickel, manganese, coking coal, metals platinam, ore iron, copper, aluminiyam nezichumiso, $41.5bn).
"Inkampani edibeneyo iya kuba nebhaskithi elungeleleneyo yesinyithi, ngokwexesha elifutshane kunye nexesha elide elifunwayo: i-75% yesinyithi ngengeniso ngokwezibalo zethu (kubandakanya i-aluminium, ubhedu, i-nickel kunye ne-cobalt) umkhwa wehlabathi we-decarbonisation, ngelixa ezinye, kubandakanya i-palladium, ziya kubhekisa ekunciphiseni ukukhutshwa kobuchwephesha obukhoyo, "abahlalutyi kuqikelelo lweRenCap.
I-portal ye-Bell kunye ne-RBC yoshishino ikhumbuza ukuba amahemuhemu okuqala okudibanisa phakathi kwe-Rusal kunye ne-Norilsk Nickel ibuyele kwi-2008, xa i-Potanin kunye nenye i-oligarch uMikhail Prokhorov babesahlula i-asethi enzima yoshishino.
I-UC Rusal kaDeripaska yathenga i-25% ye-Norilsk Nickel kwi-Potanin, kodwa endaweni ye-synergy enye yeengxabano ezide kakhulu kwimbali yaseRashiya yavela.
Ngokukhawuleza phambili emva kohlaselo luka-2022 kunye nePotanin kunye neDeripaska bakulungele ukuphinda bajonge ingcamango kwakhona, kunye nePotanin ephikisana ne-RBC ukuba i-synergies engundoqo enokuthi ibe nokugqithiswa kozinzo kunye ne-ajenda eluhlaza kuzo zombini i-Rusal kunye ne-Norilsk Nickel, kunye nokufunxa ngokudibeneyo. inkxaso karhulumente.
Nangona kunjalo, waphinda wathi “uNornickel akakaboni nakuphi na ukudibana kwemveliso kunye ne-UC Rusal” kwaye ngokusisiseko iinkampani ziya kugcina imibhobho yemveliso emibini eyahlukeneyo, kodwa nangona kunjalo inokuba “yintshatsheli yesizwe” ngaphakathi kwesinyithi kunye nebala lezemigodi.
Ethetha ngezohlwayo zamva nje ezichasene naye yi-UK, uPotanin waphikisana neRBC ukuba izigwebo "zindikhathaza ngokobuqu, kwaye ngokohlalutyo esinalo kwiNorilsk Nickel ukuza kuthi ga ngoku, azichaphazeli inkampani".
Usenokuba usajonge amava kaDeripaska okususa izohlwayo eRusal."Ngokombono wethu, amava okukhutshwa kwe-SDN kuluhlu lwezohlwayo kunye ne-Rusal / EN + ehambelanayo nesakhiwo soshishino sinokudlala indima ebalulekileyo ekudibaniseni okunokwenzeka," abahlalutyi beRenCap babhala.
Ixesha lokuposa: Jul-05-2022