Western mmachi maka Russia agha mbuso agha Ukraine nwere ike ịmanye abụọ Russian oligarchs, Vladimir Potanin na Oleg Deripaska, kwụsị ogologo esemokwu na Russian ụlọ ọrụ akụkọ ihe mere eme na kama jikota ha iche ọla Giants – nickel na palladium isi Norilsk Nickel na aluminum United Company Rusal.
Dị ka bne IntelliNews kpuchiri ya n'ụzọ zuru ezu, ụfọdụ ọla ndị Rọshịa abanyela nke ukwuu n'ahịa zuru ụwa ọnụ ma sie ike ịkwado.N'oge na-adịbeghị anya, US ewepụla ọla dị iche iche dị ka palladium, rhodium, nickel, titanium, yana aluminium crude, site na mmụba nke mbubata tarifu.
Ahụmahụ ọjọọ na 2018 pụtara na ma Potanin na Deripaska jisiri ike zere mmachi ruo n'oge na-adịbeghị anya.Deripaska na ụlọ ọrụ ya bụ ndị a họpụtara maka mmachi mgbe ahụ, ma mgbe ọnụahịa nke aluminum rịrị elu 40% n'otu ụbọchị na London Metal Exchange (LME) na-esote akụkọ ahụ, US Office of Foreign Assets Control (OFAC) na-egbu oge itinye iwu na N'ikpeazụ kwụsịrị kpamkpam, na-eme ka mmachi na Deripaska bụrụ naanị ndị e mechara kwụsị kemgbe ewepụtara ọchịchị na 2014.
Ọbụna egwu nke mmachi megide Potanin ebutelarị ọgba aghara na ọnụahịa nke nickel, nke okpukpu abụọ na ọnụ ahịa n'April ka a malitere ịmanye iwu ahụ, na-agbaji ihe ndekọ niile, na-amanye LME ka ọ kwụsịtụ ịzụ ahịa.
N'ịtụ egwu imebi ahịa nke na-enye ihe dị mkpa maka ụlọ ọrụ ụgbọ ala eletrik, Potanin jisiri ike zere mmachi, n'agbanyeghị na ọ bụ onye kasị baa ọgaranya na Russia na otu n'ime 1990s asaa oligarch n'ihi Norilsk Nickel ya bụ onye na-ebubata nickel na palladium. maka ụlọ ọrụ ụgbọ ala zuru ụwa ọnụ.Otú ọ dị, na June UK kụrụ mgbịrịgba ịdọ aka ná ntị mbụ site n'ịkwado oligarch.
Ozugbo atachara Rusal, ihere ugboro abụọ, Rusal abụghịkwa ebumnuche nke oke mmachi na Moscow maka mbuso agha Russia wakporo Ukraine n'oge a, mana UK na EU kwadoro Oleg Deripaska.
bne IntelliNews tụrụ aro na ọ bụrụ na Norilsk Nickel ga-amalite inwe nsogbu ego, ọ ga-akpachara anya ka ọ ghara ịkpalite esemokwu ụlọ ọrụ ya na Deripaska, otu n'ime ndị na-eketa òkè kacha ochie na akụkọ ụlọ ọrụ Russia.Potanin anọgidewo na-arụrịta ụka maka ịbelata ego iji mefuo ego ahụ na mmepe n'ihi mmemme capex na-achọsi ike, karịsịa na palladium metals ubi, ma Rusal, nke dabere na Norilsk Nickel dividends maka ego ego ya, na-emegide echiche ahụ.
Na 2021 Potanin na Rusal weghachiri arụmụka banyere nkesa nkesa Norilsk Nickel, nke Rusal dabere na akụkụ dị mkpa nke usoro ego ya.Norilsk Nickel buru ụzọ wedata nkesa ahụ mana tụpụtara azụta $2bn.
Kama ịgbatị nkwekọrịta ndị na-eketa òkè nke na-agwụ na njedebe nke 2022, ụlọ ọrụ abụọ ahụ nwere ike ịchọta ụzọ ha ga-esi jikọta, Potanin na-atụ aro.N'okpuru nkwekọrịta ahụ, Norilsk Nickel ga-akwụrịrị opekata mpe 60% nke EBITDA na nkewa enyere net-ụrịrị na-EBITDA leverage bụ 1.8x (nke kacha nta nke $1bn).
"Ọ bụ ezie na ọ nweghị mkpebi ikpeazụ e mere na enwere ọtụtụ ọnọdụ dị iche iche maka nkwekọrịta ahụ, anyị kwenyere na ịwepụ n'ime afọ ole na ole gara aga, njedebe nke nkwekọrịta nke ndị na-eketa òkè na 2022 na ụbara ihe ize ndụ nke mmachi na Russia setịpụrụ ụzọ maka njikọ ahụ, " "Renaissance Capital kwuru na June 5.
Potanin bụ onye isi oche Norilsk Nickel na Interros ya nwere oke 35.95% na ụlọ ọrụ ahụ, ebe Deripaska's Rusal nwere 26.25% na ụlọ ọrụ ahụ.Onye ọzọ na-eketa òkè bụ Crispian nke oligarch Roman Abramovich na Alexander Abramov (ihe dịka 4% nke mbak), yana 33% na-ese n'efu.Ndị isi nke UC Rusal bụ En + nke Deripaska (56.88%) na SUAL Partners nke Victor Vekselberg na Leonard Blavatnik.
Na mgbakwunye na nickel na palladium, Norilsk Nickel na-egwukwa ọla kọpa, platinum, cobalt, rhodium, gold, silver, iridium, selenium, ruthenium na tellurium.UC Rusal mines bauxite ma na-emepụta alumina na aluminom.Ego nwetara Nornickel n'afọ gara aga bụ $17.9bn yana ijeri $12 nke Rusal.Ya mere ụlọ ọrụ abụọ ahụ nwere ike iwepụta ihe fọrọ nke nta ka ọ bụrụ ijeri $ 30, atụmatụ RBC.
Nke a ga-adaba na ndị dike na-egwupụta ọla zuru ụwa ọnụ dị ka Australo-British Rio Tinto (aluminium, mines ọla kọpa, iron ore, titanium na diamonds, ego 2021 nke $63.5bn), BHP nke Australia (nickel, ọla kọpa, iron ore, coal, $61). bn) Vale nke Brazil (nickel, iron ore, ọla kọpa na manganese, $54.4bn) na Anglo American (nickel, manganese, coking coal, platinum metals, iron ore, copper, aluminum and fatilisers, $41.5bn).
"Companylọ ọrụ jikọtara ọnụ ga-enwe nkata ọla dabara adaba karịa, n'ihe gbasara usoro dị mkpụmkpụ na ogologo oge achọrọ: 75% nke ọla site na ego ha nwetara dị ka mgbako anyị (gụnyere aluminium, ọla kọpa, nickel na cobalt) ga-ezo aka. usoro mkpochapụ zuru ụwa ọnụ, ebe ndị ọzọ, gụnyere palladium, ga-ezo aka na mbelata ikuku nke teknụzụ dị ugbu a, "ndị nyocha na atụmatụ RenCap.
Portal azụmahịa Bell na RBC na-echetara na asịrị njikọ mbụ n'etiti Rusal na Norilsk Nickel malitere na 2008, mgbe Potanin na onye ọzọ oligarch Mikhail Prokhorov nọ na-ekewa akụ ụlọ ọrụ dị arọ.
Deripaska's UC Rusal zụtara 25% Norilsk Nickel na Potanin, mana kama ịmekọrịta otu n'ime esemokwu ụlọ ọrụ kacha ogologo na akụkọ ntolite Russia.
Ngwa ngwa na mbuso agha 2022 na Potanin na Deripaska dị njikere ịtụgharị uche ọzọ, na Potanin na-arụ ụka na RBC na isi ihe nwere ike ịmekọrịta nwere ike ịbụ ndagide nke nkwado na akwụkwọ ndụ akwụkwọ ndụ nke ma Rusal na Norilsk Nickel, yana absorption nke nkwonkwo. nkwado steeti.
Otú ọ dị, ọ kwughachiri na "Nornickel ka na-ahụghị ihe ọ bụla mmepụta synergies na UC Rusal" na n'ezie na ụlọ ọrụ ga-edobe abụọ mmepụta pipeline dị iche iche, ma agbanyeghị nwere ike ịghọ a" mba mmeri" n'ime ọla na Ngwuputa ebe.
N'ikwu okwu banyere mmachi kacha ọhụrụ megide ya site na UK, Potanin rụrụ ụka na RBC na mmachi "na-eche banyere m onwe ya, na dị ka nyocha nke anyị nwere na Norilsk Nickel ruo taa, ha adịghị emetụta ụlọ ọrụ".
Ọ ka nwere ike na-ele anya ahụmahụ Deripaska nke ibuli iwu n'aka Rusal."N'echiche anyị, ahụmịhe nke mwepu SDN na ndepụta mmachi yana usoro azụmahịa Rusal / EN + metụtara nwere ike rụọ ọrụ dị mkpa na nkwekọrịta njikọta nwere ike ime," ndị nyocha RenCap dere.
Oge nzipu: Jul-05-2022