Zilango Western kwa Russia kuukira asilikali Ukraine akanakhoza kukakamiza oligarchs awiri Russian, Vladimir Potanin ndi Oleg Deripaska, kuthetsa mkangano wautali kwambiri mu mbiri Russian makampani ndi m'malo kuphatikiza zitsulo awo zimphona - faifi tambala ndi palladium yaikulu Norilsk Nickel ndi zotayidwa United Company Rusal.
Monga tafotokozera mwatsatanetsatane ndi bne IntelliNews, zitsulo zina zaku Russia zakhazikika kwambiri m'misika yapadziko lonse lapansi ndipo ndizovuta kuvomereza.Posachedwapa dziko la US lasiya kukwera mtengo kwa zitsulo monga palladium, rhodium, faifi tambala, titaniyamu, komanso aluminiyamu wosakhwima.
Zochitika zoyipa mu 2018 zikutanthauza kuti Potanin ndi Deripaska adatha kupewa zilango mpaka posachedwa.Deripaska ndi makampani ake adasankhidwa chifukwa cha chilango ndiye, koma mtengo wa aluminiyumu udakwera 40% patsiku pa London Metal Exchange (LME) kutsatira nkhani, US Office of Foreign Assets Control (OFAC) idachedwa kuyika zilango ndi pamapeto pake adasiyiratu, ndikupangitsa kuti zilango ku Deripaska zikhale zokhazokha zomwe zidatsitsidwa pambuyo pake kuyambira pomwe boma lidakhazikitsidwa mu 2014.
Ngakhale chiwopsezo cha chilango chotsutsana ndi Potanin chayambitsa kale chipwirikiti pamtengo wa nickel, womwe unawonjezeka kawiri mu April pamene zilango zinayamba kukhazikitsidwa, kuphwanya zolemba zonse, ndikukakamiza LME kuyimitsa malonda.
Powopa kusokoneza msika womwe umapereka gawo lalikulu pamakampani opanga magalimoto amagetsi, Potanin amatha kupewa zilango, ngakhale kuti anali munthu wolemera kwambiri ku Russia komanso m'modzi mwa oligarch 7 zoyambirira za 1990s chifukwa Norilsk Nickel yake ndi yomwe imagulitsa faifi tambala ndi palladium. zamakampani opanga magalimoto padziko lonse lapansi.Komabe, mu June UK inalimba belu loyamba lochenjeza povomereza oligarch.
Akalumidwa, wamanyazi kawiri, Rusal sakhalanso chandamale chandalama zachiwopsezo ku Moscow chifukwa chakuukira kwa Russia ku Ukraine nthawi ino, koma Oleg Deripaska amavomerezedwa ndi UK ndi EU.
bne IntelliNews yati kale Norilsk Nickel ikayamba kukumana ndi mavuto azandalama, iyenera kusamala kuti isayambitse mkangano wake ndi Deripaska, m'modzi mwa omwe adagawana nawo kale kwambiri m'mbiri yamakampani aku Russia.Potanin wakhala akukangana mosalekeza kuti achepetse phindu kuti agwiritse ntchito ndalama pa chitukuko chifukwa cha pulogalamu yofuna kwambiri ya capex, makamaka m'munda wazitsulo za palladium, koma Rusal, yomwe imadalira zopindula za Norilsk Nickel chifukwa cha kayendetsedwe kake ka ndalama, ikutsutsana kwambiri ndi lingaliroli.
Mu 2021 Potanin ndi Rusal adayambitsanso mkangano wogawa magawo a Norilsk Nickel, pomwe Rusal amadalira gawo lalikulu la ndalama zake.Norilsk Nickel m'mbuyomu adatsitsa gawoli koma adaganiza zobweza $2bn.
M'malo motalikitsa mgwirizano wa ogawana nawo womwe utha kumapeto kwa 2022, makampani awiriwa atha kupeza njira yophatikizira, akutero Potanin.Pansi pa mgwirizanowu, Norilsk Nickel ikuyenera kulipira osachepera 60% ya EBITDA m'magawo omwe apatsidwa gawo langongole-kwa-EBITDA ndi 1.8x (malipiro ochepera $1bn).
"Ngakhale kuti palibe zisankho zomaliza zomwe zapangidwa ndipo pali zochitika zambiri za mgwirizanowu, tikukhulupirira kuti kutha zaka zingapo zapitazi, kutha kwa mgwirizano wa omwe akugawana nawo mu 2022 ndikuwonjezereka kwa ziwopsezo ku Russia kunakhazikitsa njira yolumikizirana, ” Renaissance Capital idayankhapo pa June 5.
Potanin ndi CEO wa Norilsk Nickel ndipo Interros wake ali ndi 35.95% sheke pakampani, pomwe Deripaska's Rusal ali ndi 26.25% pakampani.Wina wogawana nawo ndi Crispian wa oligarch Roman Abramovich ndi Alexander Abramov (pafupifupi 4% ya magawo), ndi 33% zoyandama zaulere.Ogawana nawo kwambiri a UC Rusal ndi En+ wa Deripaska (56.88%) ndi SUAL Partners a Victor Vekselberg ndi Leonard Blavatnik.
Kuwonjezera pa faifi tambala ndi palladium, Norilsk Nickel imakumbanso mkuwa, platinamu, cobalt, rhodium, golide, siliva, iridium, selenium, ruthenium ndi tellurium.UC Rusal imakumba bauxite ndikupanga aluminiyamu ndi aluminiyamu.Ndalama za Nornickel chaka chatha zinali $17.9bn ndipo Rusal's $12bn.Chifukwa chake makampani awiriwa atha kupanga pafupifupi $30bn, kuyerekeza kwa RBC.
Izi zitha kukhala zofanana ndi zimphona zamigodi yapadziko lonse lapansi monga Australo-British Rio Tinto (aluminium, migodi yamkuwa, chitsulo, titaniyamu ndi diamondi, ndalama za 2021 za $63.5bn), BHP yaku Australia (nickel, copper, iron ore, malasha, $61). bn) Vale ya ku Brazil (nickel, iron ore, copper and manganese, $54.4bn) ndi Anglo American (nickel, manganese, coking coking, platinamu zitsulo, iron ore, mkuwa, aluminiyamu ndi feteleza, $41.5bn).
"Kampani yophatikizidwa idzakhala ndi dengu lazitsulo lokwanira bwino, malinga ndi zomwe zikufunika kwakanthawi kochepa komanso kwakanthawi: 75% yazitsulo ndi ndalama zomwe timawerengera (kuphatikiza aluminiyamu, mkuwa, faifi tambala ndi cobalt). mayendedwe apadziko lonse lapansi a decarbonisation, pomwe ena, kuphatikiza palladium, anena za kuchepetsa mpweya waukadaulo womwe ulipo," ofufuza a RenCap akuyerekeza.
Tsamba la bizinesi la Bell ndi RBC limakumbutsa kuti mphekesera zoyamba kuphatikizika pakati pa Rusal ndi Norilsk Nickel zidayamba mu 2008, pomwe Potanin ndi oligarch wina Mikhail Prokhorov adagawaniza katundu wolemera wamakampani.
UC Rusal wa Deripaska adagula 25% ya Norilsk Nickel kuchokera ku Potanin, koma m'malo mwa mgwirizano umodzi wa mikangano yayitali kwambiri yamakampani mu mbiri yaku Russia idatulukira.
Posachedwa kuukira kwa 2022 ndipo Potanin ndi Deripaska ali okonzeka kubwerezanso lingalirolo, Potanin akukangana ndi RBC kuti mgwirizano waukulu ukhoza kukhala wopitilira muyeso ndi zobiriwira za Rusal ndi Norilsk Nickel, komanso kuyamwa pamodzi kwa thandizo la boma.
Komabe, adabwerezanso kuti "Nornickel sakuwonabe mgwirizano uliwonse wopanga ndi UC Rusal" komanso kuti makampaniwo azisunga mapaipi awiri osiyana, koma atha kukhala "ngwazi yadziko" mkati mwa zitsulo ndi migodi.
Pofotokoza za zilango zaposachedwa ndi UK, Potanin adatsutsa RBC kuti zilangozo "zimandikhudza ine ndekha, ndipo malinga ndi kusanthula komwe tili ku Norilsk Nickel mpaka pano, sizikhudza kampaniyo".
Angakhale akuyang'anabe zomwe Deripaska adachita pochotsa zilango ku Rusal."M'malingaliro athu, zomwe SDN idachita pakuchotsedwa pamndandanda wa zilango komanso mawonekedwe abizinesi a Rusal / EN + zitha kukhala ndi gawo lalikulu pakuphatikizana," ofufuza a RenCap adalemba.
Nthawi yotumiza: Jul-05-2022