Zvirango zvekuMadokero zvekupinda nechisimba kweRussia muUkraine zvinogona kumanikidza ma oligarchs maviri eRussia, Vladimir Potanin naOleg Deripaska, kuti vapedze gakava refu munhoroondo yekambani yeRussia uye kuti vasanganise hofori dzavo dzesimbi - nickel uye palladium hombe Norilsk Nickel nealuminium United Company Rusal.
Sezvakafukidzwa zvakadzama nebne IntelliNews, mamwe masimbi ekuRussia akadzika midzi mumisika yepasirese uye yakaoma kubvumidza.Munguva pfupi yapfuura US yakabvisa simbi dzakasimba sepalladium, rhodium, nickel, titanium, pamwe necrude aluminium, kubva mukukwira kwemitengo yekunze.
Chiitiko chakashata muna 2018 chinoreva kuti Potanin neDeripaska vakakwanisa kudzivirira zvirango kusvika nguva pfupi yadarika.Deripaska nemakambani ake vakasarudzirwa zvirango ipapo, asi mushure mekunge mutengo wealuminium wakakwira ne40% pazuva paLondon Metal Exchange (LME) zvichitevera nhau, Hofisi yeUS yeKune dzimwe nyika Kudzora (OFAC) yakanonoka kuisa zvirango uye. pakupedzisira akafuratira zvachose, zvichiita kuti zvirango paDeripaska ive chete zvakazodonhedzwa kubva pakatangwa hutongi mu2014.
Kunyangwe kutyisidzira kwezvirango kuPotanin kwakatokonzera kusagadzikana mumutengo wenickel, iyo yakawedzera mutengo muna Kubvumbi sezvo zvirango zvakatanga kuiswa, kutyora zvinyorwa zvese, uye kumanikidza LME kumisa kutengeserana.
Nekutya kukanganisa musika unopa chikamu chakakosha cheindasitiri yemotokari dzemagetsi, Potanin inokwanisa kudzivirira zvirango, kunyangwe iri murume akapfuma muRussia uye mumwe wema1990s manomwe oligarch nekuda kweNorilsk Nickel yake iri mutengesi mukuru wenickel uye palladium. yeindasitiri yemotokari yepasi rose.Nekudaro, muna Chikumi, UK yakaridza bhero rekutanga rekunyevera nekubvumidza oligarch.
Kana yangorumwa, inonyara kaviri, Rusal haisiriwo yakanangana neiyo raft yezvirango paMoscow pamusoro pekupinda neRussia kuUkraine nguva ino kutenderera, asi Oleg Deripaska anotemerwa neUK neEU.
bne IntelliNews yakatokurudzira kuti kana Norilsk Nickel ikatanga kusangana nedambudziko remari, ichafanirwa kungwarira kuti irege kumutsa mhirizhonga yake yekambani naDeripaska, mumwe wevakuru vevashareri vanopokana munhoroondo yekambani yeRussia.Potanin yakaramba ichipokana nekucheka migove kuti ishandise mari mukusimudzira nekuda kwechishuwo checapex chirongwa, kunyanya mumunda wesimbi wepalladium, asi Rusal, iyo inovimba neNorilsk Nickel mugove wekuyerera kwayo, inopokana nepfungwa iyi.
Muna 2021 Potanin neRusal vakavandudza gakava rekugovaniswa kweNorilsk Nickel, iyo Rusal inotsamira pachikamu chakakosha chekuyerera kwayo.Norilsk Nickel yakambodzikisira chikamu ichi asi yakaronga kudzoreredza $2bn.
Panzvimbo pekurebesa chibvumirano chevagovani chinopera pakupera kwa2022, makambani maviri aya anogona kuwana nzira yekubatanidza, Potanin anoratidza.Pasi pechibvumirano, Norilsk Nickel inofanirwa kubhadhara inokwana 60% yeEBITDA muzvikamu zvakapihwa net-debt-to-EBITDA leverage i1.8x (iyo yakaderera payout ye$1bn).
"Kunyangwe pasina sarudzo dzekupedzisira dzakaitwa uye paine akawanda akasiyana mamiriro echibvumirano, isu tinotenda kuti kuverengera mumakore mashoma apfuura, kupera kwechibvumirano chevagovani muna 2022 uye kuwedzera njodzi dzezvirango muRussia kwakagadzira nhanho yekubatanidzwa, ” Renaissance Capital yakataura musi wa5 Chikumi.
Potanin ndiye CEO weNorilsk Nickel uye Interros yake ine chikamu che35.95% mukambani, ukuwo Deripaska's Rusal ine 26.25% mukambani.Mumwe mugovani ndiCrispian weoligarch Roman Abramovich naAlexander Abramov (inenge 4% yemasheya), ine 33% yemahara float.Vabatiri vakuru veUC Rusal ndiEn+ yeDeripaska (56.88%) uye SUAL Partners of Victor Vekselberg naLeonard Blavatnik.
Mukuwedzera kune nickel uye palladium, Norilsk Nickel inocherawo mhangura, platinamu, cobalt, rhodium, goridhe, sirivha, iridium, selenium, ruthenium uye tellurium.UC Rusal inochera bauxite uye inogadzira alumina nealuminium.Mari yaNornickel gore rapfuura yaive $17.9bn uye Rusal's $12bn.Naizvozvo makambani maviri aya anogona kuburitsa mari inosvika mabhiriyoni makumi matatu emadhora, fungidziro yeRBC.
Izvi zvingave zvinoenderana nehofori dzepasi rose dzemigodhi yesimbi dzakaita seAustralo-British Rio Tinto (aluminium, migodhi yemhangura, iron ore, titanium nemadhaimondi, mari ya2021 yemadhora mazana matanhatu nemakumi matanhatu emadhora), BHP yekuAustralia (nickel, mhangura, iron ore, marasha, $61. bn) Vale yekuBrazil (nickel, iron ore, copper and manganese, $54.4bn) neAnglo American (nickel, manganese, coking coal, platinum metals, iron ore, mhangura, aruminiyamu nefetereza, $41.5bn).
"Kambani yakasanganiswa ichave nedengu rakaenzana resimbi, maererano kwenguva pfupi uye kwenguva refu maitiro ekudiwa: 75% yesimbi nemari inoenderana nekuverenga kwedu (kusanganisira aluminium, mhangura, nickel uye cobalt) inoreva iyo yepasi rose decarbonisation maitiro, nepo vamwe, kusanganisira palladium, vachireva kuderedzwa kwehutsi hwetekinoroji iripo, "vanoongorora paRenCap fungidziro.
Iyo Bell neRBC bhizinesi portal inoyeuchidza kuti yekutanga kubatanidza makuhwa pakati peRusal neNorilsk Nickel yakaitika muna 2008, apo Potanin nemumwe oligarch Mikhail Prokhorov vaipatsanura zvinhu zvinorema zveindasitiri.
Deripaska's UC Rusal yakatenga 25% yeNorilsk Nickel kubva kuPotanin, asi panzvimbo yekubatana imwe yemakakatanwa akareba emakambani munhoroondo yeRussia yakabuda.
Nekukurumidza kune post-invasion 2022 uye Potanin neDeripaska vakagadzirira kudzokorodza zano zvakare, Potanin achipokana neRBC kuti iyo huru inogona kuwirirana inogona kunge iri pamusoro pekugarisa uye girinhi ajenda yezvose zviri zviviri Rusal neNorilsk Nickel, pamwe nekubatanidzwa kwe nyika rutsigiro.
Zvakadaro, akadzokorora kuti "Nornickel haisati yaona kuwirirana kwekugadzira neUC Rusal" uye kuti makambani aizochengeta mapaipi maviri ekugadzira akasiyana, asi zvakadaro anogona kuve "mukwikwidzi wenyika" mukati mesimbi nenhandare yemigodhi.
Achitaura nezvezvirango zvichangoburwa kwaari neUK, Potanin akapokana neRBC kuti zvirango "zvinondinetsa pachangu, uye maererano neongororo yatinayo kuNorilsk Nickel kusvika parizvino, haina kukanganisa kambani".
Anogona kunge achiri kutarisa chiitiko chaDeripaska chekubvisa masanctions kubva kuRusal."Semaonero edu, ruzivo rwekubviswa kweSDN kubva pane zvirango uye yakabatana Rusal / EN + bhizinesi chimiro chinogona kuita basa rakakosha muchibvumirano chekubatanidza," vakanyora RenCap.
Nguva yekutumira: Jul-05-2022