Ibihano by’iburengerazuba byatewe n’Uburusiya gutera Igisirikare cya Ukraine bishobora guhatira oligarach ebyiri z’Uburusiya, Vladimir Potanin na Oleg Deripaska, guhagarika amakimbirane maremare yabayeho mu mateka y’amasosiyete y’Uburusiya ahubwo agahuza ibihangange by’ibyuma - nikel na palladium Norilsk Nickel na aluminium United Company Rusal.
Nkuko byavuzwe mu buryo burambuye na bne IntelliNews, ibyuma bimwe by’Uburusiya byinjijwe cyane ku masoko y’isi kandi biragoye kubihagarika.Vuba aha, Amerika yasoneye ibyuma byingenzi nka palladium, rhodium, nikel, titanium, ndetse na aluminiyumu ya peteroli, kugira ngo hongerwe imisoro ku bicuruzwa bitumizwa mu mahanga.
Uburambe bubi muri 2018 bivuze ko Potanin na Deripaska bombi bashoboye kwirinda ibihano kugeza vuba aha.Deripaska hamwe n’amasosiyete ye bahisemo ibihano icyo gihe, ariko nyuma y’uko igiciro cya aluminiyumu cyazamutseho 40% mu munsi ku isoko ry’i Londere (LME) nyuma y’amakuru, ibiro bishinzwe kugenzura umutungo w’Amerika muri Amerika (OFAC) byatinze gushyiraho ibihano kandi amaherezo yasubiye inyuma burundu, bituma ibihano kuri Deripaska aribyo byonyine byakuweho nyuma y’ubutegetsi bwashyizweho mu 2014.
Ndetse n'iterabwoba ry'ibihano kuri Potanin rimaze guteza imvururu ku giciro cya nikel, cyikubye kabiri igiciro muri Mata ubwo ibihano byatangiraga gutangwa, guca amateka yose, no guhatira LME guhagarika ubucuruzi.
Kubera gutinya guhungabanya isoko ritanga igice cyingenzi mu nganda z’amashanyarazi, Potanin abasha kwirinda ibihano, nubwo yari umuherwe w’Uburusiya akaba n'umwe mu ba mbere mu myaka ya za 90 oligarch kubera Norilsk Nickel we watangaga nikel na palladium ku nganda z’imodoka ku isi.Ariko, muri kamena Ubwongereza bwahamagaye inzogera ya mbere yo kuburira yemeza oligarch.
Rusal imaze kurumwa, kugira isoni ebyiri, Rusal nayo ntabwo yibasiwe cyane n’ibihano byafatiwe Moscou kubera Uburusiya bwateye Ukraine muri iki gihe, ariko Oleg Deripaska yemerewe n’Ubwongereza n’Ubumwe bw’Uburayi.
bne IntelliNews imaze gutanga igitekerezo ko Norilsk Nickel aramutse atangiye guhura nibibazo byamafaranga, bigomba kwitonda kugirango bidateza amakimbirane afitanye na Deripaska, umwe mubanyamigabane ba kera mumateka yuburusiya.Potanin yakomeje impaka zo kugabanya inyungu kugira ngo akoreshe amafaranga mu iterambere kubera gahunda ikomeye ya capex, cyane cyane mu cyuma cya palladium, ariko Rusal, ishingiye ku nyungu za Norilsk Nickel ku nyungu zayo, irwanya cyane iki gitekerezo.
Mu 2021 Potanin na Rusal bongeye kuganira ku bijyanye no kugabana inyungu Norilsk Nickel, Rusal ashingiraho igice kinini cy’amafaranga yinjira.Norilsk Nickel mbere yagabanije inyungu ariko atanga igitekerezo cyo kugura $ 2bn.
Potanin avuga ko aho kongera amasezerano y’abanyamigabane azarangira mu mpera za 2022, ibyo bigo byombi byashoboraga kubona uburyo bwo guhuza.Muri ayo masezerano, Norilsk Nickel agomba kwishyura byibuze 60% ya EBITDA mu nyungu yatanzwe n’umwenda-kuri-EBITDA ni 1.8x (umushahara muto wa $ 1bn).
Ati: “N'ubwo nta cyemezo cya nyuma cyafashwe kandi hakaba hari ibintu byinshi bitandukanye by’amasezerano, twizera ko gukuraho mu myaka mike ishize, amasezerano y’abanyamigabane yarangiye mu 2022 ndetse n’ingaruka z’ibihano by’Uburusiya byashyizeho urwego rwo kwishyira hamwe, ”Umurwa mukuru wa Renaissance watanze ibisobanuro ku ya 5 Kamena.
Potanin ni umuyobozi mukuru wa Norilsk Nickel naho Interros ye ifite imigabane 35.95% muri sosiyete, naho Rusal ya Deripaska ifite 26.25% muri sosiyete.Undi munyamigabane ni Crispian wa oligarch Roman Abramovich na Alexander Abramov (hafi 4% byimigabane), hamwe na 33% bareremba hejuru.Abanyamigabane nyamukuru ba UC Rusal ni En + ya Deripaska (56,88%) hamwe nabafatanyabikorwa ba SUAL ba Victor Vekselberg na Leonard Blavatnik.
Usibye nikel na palladium, Norilsk Nickel anacukura umuringa, platine, cobalt, rhodium, zahabu, ifeza, iridium, selenium, ruthenium na tellurium.UC Rusal mines bauxite kandi itanga alumina na aluminium.Umwaka ushize Nornickel yinjije miliyoni 17.9 z'amadolari na Rusal $ 12.RBC rero ivuga ko ayo masosiyete yombi ashobora kwinjiza hafi miliyari 30 z'amadolari.
Ibi byaba bihwanye n’ibihangange byo gucukura amabuye y'agaciro nka Ositaraliya n’Ubwongereza Rio Tinto (aluminium, ibirombe bikozwe mu muringa, ubutare bw'icyuma, titanium na diyama, 2021 yinjiza amadolari 63.5 $), BHP yo muri Ositaraliya (nikel, umuringa, ubutare bw'icyuma, amakara, $ 61 ب
Ati: "Isosiyete ikomatanyirijwe hamwe izaba ifite igitebo cyuzuye cy’ibyuma, ukurikije icyerekezo kigufi nigihe kirekire gikenewe: 75% byibyuma byinjira ukurikije imibare yacu (harimo aluminium, umuringa, nikel na cobalt) bizerekeza. icyerekezo cya decarbonisation ku isi, mu gihe ibindi, harimo na palladium, bizerekeza ku kugabanya imyuka ihumanya ikirere kiriho, ”nk'uko abasesengura RenCap babigereranya.
Urubuga rw’ubucuruzi rwa Bell na RBC rwibutsa ko ibihuha bya mbere byo guhuza Rusal na Norilsk Nickel byatangiye mu 2008, ubwo Potanin n’undi oligarch Mikhail Prokhorov bagabanaga umutungo w’inganda zikomeye.
UC Rusal ya Deripaska yaguze 25% ya Norilsk Nickel muri Potanin, ariko aho gukorana ni imwe mu makimbirane maremare y’amasosiyete yabayeho mu mateka y’Uburusiya.
Byihuse nyuma yigitero 2022 kandi Potanin na Deripaska biteguye kongera gutekereza kuri iki gitekerezo, Potanin avuga ko RBC ivuga ko imikoranire nyamukuru ishobora kuba ihuzagurika rirambye hamwe na gahunda y'ibidukikije ya Rusal na Norilsk Nickel, ndetse no kwinjiza hamwe. inkunga ya leta.
Icyakora, yongeye gushimangira ko "Nornickel kugeza ubu itabona imikoranire n’umusaruro hamwe na UC Rusal" kandi ko ahanini amasosiyete yari gukomeza imiyoboro ibiri itandukanye, ariko kandi birashoboka ko ishobora kuba "nyampinga w’igihugu" mu byuma no mu bucukuzi bw'amabuye y'agaciro.
Potanin yagize icyo avuga ku bihano biherutse gufatirwa n'Ubwongereza, Potanin yabwiye RBC ko ibihano “bireba ku giti cyanjye, kandi nkurikije isesengura dufite kuri Norilsk Nickel kugeza ubu, ntabwo bigira ingaruka ku kigo”.
Ashobora kuba akomeje kureba uburambe bwa Deripaska bwo gukuraho ibihano Rusal.Abasesenguzi ba RenCap baranditse bati: "Nkuko tubibona, uburambe bwo kuba SDN yarakuwe ku rutonde rw'ibihano ndetse n'inzego z'ubucuruzi zijyanye na Rusal / EN + zishobora kugira uruhare runini mu masezerano ashobora guhuzwa."
Igihe cyo kohereza: Jul-05-2022