Izijeziso zaseNtshonalanga zokuhlasela kwezempi kweRussia e-Ukraine zingaphoqa ama-oligarchs amabili aseRussia, u-Vladimir Potanin kanye no-Oleg Deripaska, ukuthi baqede ukungqubuzana okude kunawo wonke emlandweni wezinkampani zaseRussia futhi esikhundleni salokho bahlanganise imidondoshiya yabo yensimbi - i-nickel ne-palladium enkulu i-Norilsk Nickel ne-aluminium United Company Rusal.
Njengoba kuvezwe ngokuningiliziwe yi-bne IntelliNews, ezinye izinsimbi zaseRussia zishumeke ngokujulile ezimakethe zomhlaba futhi kunzima ukuzivumela.Muva nje i-US iye yakhulula izinsimbi zamasu njenge-palladium, i-rhodium, i-nickel, i-titanium, kanye ne-aluminium engahluziwe, ekukhuphukeni kwentela evela kwamanye amazwe.
Umuzwa omubi ngo-2018 usho ukuthi kokubili i-Potanin ne-Deripaska ikwazile ukugwema unswinyo kuze kube kamuva nje.UDeripaska nezinkampani zakhe baqokelwa unswinyo ngaleso sikhathi, kodwa ngemuva kokuthi intengo ye-aluminium inyuke ngo-40% ngosuku eLondon Metal Exchange (LME) kulandela lezi zindaba, iHhovisi LaseMelika Lokulawulwa Kwempahla Yangaphandle (OFAC) libambezelekile ukuphoqelela unswinyo futhi. ekugcineni yesula ngokuphelele, okwenza unswinyo ku-Deripaska kube yibo kuphela obuye bahoxiswa kusukela umbuso wethulwa ngo-2014.
Ngisho nosongo lwezijeziso ezimelene ne-Potanin seluvele lwadala isiyaluyalu senani le-nickel, eliphindeke kabili intengo ngo-Ephreli njengoba unswinyo luqala ukufakwa, kwephula wonke amarekhodi, nokuphoqa i-LME ukuthi imise ukuhweba.
Esaba ukuphazamisa imakethe ehlinzeka ngengxenye ebalulekile embonini yezimoto zikagesi, uPotanin ukwazile ukugwema unswinyo, naphezu kokuba indoda ecebe kakhulu eRussia futhi ingomunye wama-oligarch ayisikhombisa okuqala ngawo-1990 ngenxa yokuthi iNorilsk Nickel yakhe yaba ngumnikezeli omkhulu we-nickel ne-palladium. embonini yezimoto yomhlaba wonke.Kodwa-ke, ngoJuni i-UK yakhala insimbi yokuqala yokuxwayisa ngokugunyaza i-oligarch.
Uma elunywe, enamahloni kabili, uRusal akayena futhi umgomo oqondile wokuthola unswinyo eMoscow ngenxa yokuhlasela kweRussia i-Ukraine kulokhu nxazonke, kodwa u-Oleg Deripaska ugunyazwe yi-UK kanye ne-EU.
I-bne IntelliNews isivele isiphakamise ukuthi uma kwenzeka i-Norilsk Nickel iqala ukuba nezinkinga zemali, kuzofanele iqaphele ukuthi ingavuthi ingxabano yakhe yebhizinisi ne-Deripaska, okungesinye sezingxabano ezindala kakhulu zabanikazi bamasheya emlandweni wezinkampani zaseRussia.I-Potanin ibilokhu iphikisana ngokuncishiswa kwezinzuzo ukuze ichithe ukheshi kwezentuthuko ngenxa yohlelo lwe-capex olunezifiso, ikakhulukazi emkhakheni we-palladium metals, kodwa i-Rusal, ethembele enzuzweni ye-Norilsk Nickel ngokuphuma kwayo kwemali, iwuphikisa kakhulu lo mbono.
Ngo-2021 i-Potanin ne-Rusal yavuselela inkulumo-mpikiswano mayelana nokusatshalaliswa kwenzuzo ye-Norilsk Nickel, lapho i-Rusal ithembele khona engxenyeni ebalulekile yokuhamba kwemali yayo.I-Norilsk Nickel phambilini yehlise i-dividend kodwa yahlongoza ukubuyiselwa kwemali engu-$2bn.
Esikhundleni sokwelula isivumelwano sabaninimasheya esiphelelwa yisikhathi ekupheleni kuka-2022, lezi zinkampani ezimbili zingathola indlela yokuhlangana, kuphakamisa uPotanin.Ngaphansi kwesivumelwano, i-Norilsk Nickel kufanele ikhokhe okungenani u-60% we-EBITDA kwizabelo ezinikezwe i-net-debt-to-EBITDA inzuzo ingu-1.8x (inkokhelo encane engu-$1bn).
"Nakuba zingekho izinqumo zokugcina ezenziwe futhi kunezimo eziningi ezihlukene zesivumelwano, sikholelwa ukuthi ukwehliswa kwemali eminyakeni embalwa edlule, ukuphelelwa yisikhathi kwesivumelwano sabanikazi bamasheya ngo-2022 kanye nokwanda kwezingozi zenswinyo eRussia kwabeka inkundla yokuhlanganisa, ” I-Renaissance Capital iphawule ngoJuni 5.
UPotanin uyi-CEO yakwaNorilsk Nickel kanti i-Interros yakhe inamasheya angu-35.95% enkampanini, kanti iRusal kaDeripaska ino-26.25% enkampanini.Omunye umnikazi wamasheya uCrispian we-oligarch Roman Abramovich no-Alexander Abramov (cishe u-4% wamasheya), ne-33% ye-float yamahhala.Abanikazi bamasheya abakhulu be-UC Rusal ngu-En+ waseDeripaska (56.88%) kanye neSUAL Partners of Victor Vekselberg kanye noLeonard Blavatnik.
Ngaphandle kwe-nickel ne-palladium, i-Norilsk Nickel iphinde imayini ithusi, iplatinum, i-cobalt, i-rhodium, igolide, isiliva, i-iridium, i-selenium, i-ruthenium ne-tellurium.I-UC Rusal imayini i-bauxite futhi ikhiqiza i-alumina ne-aluminium.Imali engenayo kaNornickel ngonyaka odlule ibingu-$17.9bn kanti ekaRusal yaba ngu-$12bn.Ngakho-ke lezi zinkampani ezimbili zingakhiqiza cishe u-$30bn, izilinganiso ze-RBC.
Lokhu kuzoba ngokulingana neziqhwaga zezimayini zensimbi zomhlaba ezifana ne-Australo-British Rio Tinto (i-aluminium, izimayini zethusi, i-iron ore, i-titanium namadayimane, imali engena ngo-2021 engu-$63.5bn), i-BHP yase-Australia (i-nickel, ithusi, insimbi, amalahle, amaRandi angama-61). bn) I-Vale yaseBrazil (nickel, iron ore, copper and manganese, $54.4bn) kanye ne-Anglo American (nickel, manganese, coking coal, platinum metals, iron ore, copper, aluminium kanye nomanyolo, $41.5bn).
"Inkampani ehlanganisiwe izoba nobhasikidi wensimbi olinganiselayo, ngokuya ngezitayela zesikhathi esifushane nezesikhathi eside ezifunwayo: u-75% wezinsimbi ngemali engenayo ngokwezibalo zethu (okuhlanganisa i-aluminium, ithusi, i-nickel ne-cobalt) izobhekisela umkhuba womhlaba wonke we-decarbonisation, kuyilapho ezinye, kuhlanganise ne-palladium, zizobhekisela ekuncishisweni kwesisi esikhona sobuchwepheshe obukhona,” abahlaziyi besilinganiso se-RenCap.
Ingosi yebhizinisi ye-Bell kanye ne-RBC ikhumbuza ukuthi amahemuhemu okuqala okuhlanganiswa phakathi kwe-Rusal ne-Norilsk Nickel ahlehlela emuva ku-2008, lapho u-Potanin nomunye u-oligarch u-Mikhail Prokhorov babehlukanisa izimpahla ezisindayo zemboni.
I-UC Rusal kaDeripaska yathenga u-25% we-Norilsk Nickel e-Potanin, kodwa esikhundleni sokusebenzisana kwavela enye yezingxabano ezinde kakhulu emlandweni waseRussia.
Ngokusheshisa ukuhlasela kwangemva kokuhlasela kuka-2022 futhi i-Potanin kanye ne-Deripaska sebekulungele ukuphinde bavakashele lo mbono futhi, lapho u-Potanin ephikisana ne-RBC ukuthi ama-synergies amakhulu angaba ukugqagqana kokusimama kanye ne-ajenda eluhlaza okwesibhakabhaka kokubili i-Rusal ne-Norilsk Nickel, kanye nokumuncwa ngokuhlanganyela ukwesekwa kombuso.
Kodwa-ke, ukugcizelele ukuthi “u-Nornickel namanje akakaziboni noma yikuphi ukusebenzisana kokukhiqiza ne-UC Rusal” nokuthi empeleni izinkampani zizogcina amapayipi okukhiqiza amabili ahlukene, kodwa nokho kungenzeka abe “ingqwele kazwelonke” ngaphakathi kwenkundla yezensimbi nezimayini.
Ephawula ngezijeziso zakamuva ezibhekiswe kuye yi-UK, u-Potanin waphikisana ne-RBC ukuthi unswinyo "lungikhathaza mathupha, futhi ngokohlaziyo esinalo eNorilsk Nickel kuze kube manje, ayithinti inkampani".
Kungenzeka ukuthi usabheka ulwazi lukaDeripaska lokususa unswinyo eRusal."Ngokombono wethu, isipiliyoni sokukhishwa kwe-SDN ohlwini lwezijeziso kanye nesakhiwo sebhizinisi se-Rusal/EN+ esihlobene singadlala indima ebalulekile esivumelwaneni esingase sibe khona sokuhlanganisa," kubhala abahlaziyi be-RenCap.
Isikhathi sokuthumela: Jul-05-2022