ʻO nā hoʻopaʻi Komohana no ka hoʻouka kaua kaua o Rusia ma Ukraine hiki ke hoʻoikaika i ʻelua oligarchs Lūkini, ʻo Vladimir Potanin lāua ʻo Oleg Deripaska, e hoʻopau i ka hakakā lōʻihi loa ma ka mōʻaukala hui Lūkini a ma kahi o ka hoʻohui ʻana i kā lākou mau mea nunui metala - nickel a me palladium nui Norilsk Nickel a me alumini United Company Rusal.
E like me ka uhi kikoʻī ʻia e bne IntelliNews, ua hoʻokomo ʻia kekahi mau metala Lūkini i nā mākeke honua a paʻakikī ke ʻae ʻia.ʻO ka mea i hala aku nei, ua hoʻokuʻu ʻo ʻAmelika i nā metala koʻikoʻi e like me ka palladium, rhodium, nickel, titanium, a me ka alumini crude, mai ka piʻi ʻana o nā tariff import.
ʻO kahi ʻike maikaʻi ʻole ma 2018 ʻo ia hoʻi ua hoʻokō ʻo Potanin a me Deripaska e pale i nā hoʻopaʻi a hiki i kēia manawa.Ua koho ʻia ʻo Deripaska a me kāna mau hui no ka hoʻopaʻi ʻana i kēlā manawa, akā ma hope o ka piʻi ʻana o ke kumukūʻai o ke alumini i ka 40% i ka lā ma ka London Metal Exchange (LME) ma hope o ka nūhou, ua hoʻopaneʻe ka US Office of Foreign Assets Control (OFAC) i ka hoʻokau ʻana i nā hoʻopaʻi. Ua hoʻihoʻi hope loa ʻia, e hana ana i nā hoʻopaʻi ma Deripaska ʻo ia wale nō ka mea i hoʻokuʻu ʻia ma hope mai ka wā i hoʻokomo ʻia ai ke aupuni ma 2014.
ʻOiai ʻo ka hoʻoweliweli o ka hoʻopaʻi kūʻē iā Potanin ua hoʻomaka mua i ka haunaele i ke kumukūʻai nickel, i pālua i ke kumukūʻai ma ʻApelila i ka hoʻomaka ʻana e kau ʻia nā hoʻopaʻi, wāwahi i nā moʻolelo āpau, a me ka koi ʻana i ka LME e hoʻokuʻu i ke kālepa.
No ka makaʻu i ka hoʻopau ʻana i kahi mākeke e hāʻawi ana i kahi mea nui no ka ʻoihana kaʻa uila, mālama ʻo Potanin e pale i nā hoʻopaʻi, ʻoiai ʻo ia ke kanaka waiwai loa ma Rūsia a ʻo kekahi o nā 1990s ʻehiku oligarch ma muli o kāna Norilsk Nickel ka mea hoʻolako nui i ka nickel a me ka palladium. no ka ʻoihana kaʻa honua.Eia nō naʻe, i ka mahina ʻo Iune ua hoʻokani ʻo UK i ka bele hoʻolaha mua ma ka ʻae ʻana i ka oligarch.
Hoʻokahi manawa i nahu ʻia, ʻelua hilahila, ʻaʻole ʻo Rusal kahi pahuhopu pololei o ka raft o ka hoʻopaʻi ma Moscow ma luna o ka hoʻouka kaua ʻana o Lūkini iā Ukraine i kēia manawa, akā ua ʻae ʻia ʻo Oleg Deripaska e UK a me EU.
bne IntelliNews ua manaʻo mua ʻia inā e hoʻomaka ʻo Norilsk Nickel e loaʻa i nā pilikia kālā, pono e makaʻala ʻaʻole e hoʻāla i kāna paio hui me Deripaska, kekahi o nā mea kuleana mua loa i ka mōʻaukala hui Lūkini.Ua hoʻopaʻapaʻa mau ʻo Potanin no ka ʻoki ʻana i nā ʻāpana kālā e hoʻolilo i ke kālā no ka hoʻomohala ʻana ma muli o ka papahana capex ambitious, ʻoi aku hoʻi i ka pā palladium metals, akā ʻo Rusal, ka mea e hilinaʻi nei i nā ʻāpana kālā a Norilsk Nickel no kāna kahe kālā, kūʻē ikaika i ka manaʻo.
I ka makahiki 2021, ua hoʻololi hou ʻo Potanin lāua ʻo Rusal i ka hoʻopaʻapaʻa e pili ana i ka hoʻokaʻawale ʻana o Norilsk Nickel, kahi e hilinaʻi ai ʻo Rusal no kahi hapa nui o kāna kahe kālā.Ua hoʻohaʻahaʻa mua ʻo Norilsk Nickel i ka ʻāpana akā ua manaʻo ʻo ia he $2bn kūʻai hou.
Ma kahi o ka hoʻolōʻihi ʻana i ka ʻaelike kuleana e pau i ka hopena o 2022, hiki i nā hui ʻelua ke ʻimi i kahi ala e hui ai, ʻōlelo ʻo Potanin.Ma lalo o ka ʻaelike, pono e uku ʻo Norilsk Nickel ma kahi o 60% o EBITDA i nā ʻāpana i hāʻawi ʻia i ka net-debt-to-EBITDA leverage he 1.8x (ka uku haʻahaʻa o $1bn).
"ʻOiai ʻaʻole i hoʻoholo ʻia nā hoʻoholo hope loa a he nui nā hiʻohiʻona ʻē aʻe no ka ʻaelike, ke manaʻoʻiʻo nei mākou ʻo ka hoʻopau ʻana i nā makahiki i hala iho nei, ka pau ʻana o ka ʻaelike o nā mea kuleana ma 2022 a me ka hoʻonui ʻana i ka hoʻopaʻi ma Rūsia i ke kahua no ka hui. "Ua ʻōlelo ʻo Renaissance Capital ma Iune 5.
ʻO Potanin ka Luna Hoʻokele o Norilsk Nickel a ʻo kāna Interros he 35.95% i loko o ka hui, aʻo Deripaska's Rusal he 26.25% i ka hui.ʻO kekahi mea kuleana ʻē aʻe ʻo Crispian o oligarch Roman Abramovich lāua ʻo Alexander Abramov (ma kahi o 4% o nā ʻāpana), me 33% lana manuahi.ʻO nā mea kuleana nui o UC Rusal ʻo En + o Deripaska (56.88%) a me SUAL Partners o Victor Vekselberg a me Leonard Blavatnik.
Ma waho aʻe o ka nickel a me ka palladium, ʻo Norilsk Nickel hoʻi nā mines keleawe, platinum, cobalt, rhodium, gula, kālā, iridium, selenium, ruthenium a me tellurium.Hana ʻo UC Rusal i ka bauxite a hana i ka alumina a me ka alumini.ʻO ka loaʻa kālā o Nornickel i ka makahiki i hala he $17.9bn a me Rusal $12bn.No laila hiki i nā ʻoihana ʻelua ke hoʻopuka ma kahi o $ 30bn, manaʻo ʻo RBC.
E like ana kēia me nā nunui eli metala honua e like me Australo-British Rio Tinto (aluminium, mines copper, iron ore, titanium and diamonds, 2021 loaʻa o $63.5bn), Australia's BHP (nickel, copper, iron ore, lanahu, $61. bn) ʻO Vale o Brazil (nickel, hao, copper and manganese, $54.4bn) a me ʻAmelika ʻAmelika (nickel, manganese, coking lanahu, platinum metals, hao hao, keleawe, aluminika a me nā mea kanu, $41.5bn).
"E loaʻa i ka hui hui kahi hīnaʻi kaulike o nā metala, ma ke ʻano o ka wā pōkole a me ka wā lōʻihi i ka noi: 75% o nā metala ma ka loaʻa kālā e like me kā mākou helu (me ka alumini, ke keleawe, ka nickel a me ka cobalt) e pili ana i ʻO ke ʻano decarbonization o ka honua, aʻo nā mea ʻē aʻe, me ka palladium, e kuhikuhi i ka hoʻemi ʻana o ka hoʻokuʻu ʻana o nā ʻenehana i loaʻa," nā mea loiloi ma RenCap kuhi.
Hoʻomaopopo ka puka pāʻoihana ʻo Bell a me RBC i ka hui mua ʻana o Rusal a me Norilsk Nickel i ka makahiki 2008, i ka wā i hoʻokaʻawale ai ʻo Potanin a me kekahi oligarch Mikhail Prokhorov i nā waiwai ʻoihana kaumaha.
Ua kūʻai aku ʻo Deripaska's UC Rusal i 25% o Norilsk Nickel mai Potanin, akā ma kahi o ka synergy ua puka mai kekahi o nā paio hui lōʻihi loa i ka mōʻaukala Lūkini.
ʻO ka wikiwiki i ka post-invasion 2022 a ua mākaukau ʻo Potanin a me Deripaska e ʻike hou i ka manaʻo, me ka hoʻopaʻapaʻa ʻana o Potanin iā RBC ʻo nā synergies koʻikoʻi hiki ke uhi ʻia o ka hoʻomau a me nā kumuhana ʻōmaʻomaʻo o Rusal a me Norilsk Nickel, a me ka hoʻohui pū ʻana o kākoʻo mokuʻāina.
Eia nō naʻe, ua ʻōlelo hou ʻo ia "ʻaʻole ʻike ʻo Nornickel i nā synergies hana me UC Rusal" a ʻo ka mea nui e mālama nā ʻoihana i ʻelua mau paipu hana kaʻawale, akā naʻe hiki ke lilo i "poʻokela aupuni" i loko o nā metala a me nā ʻoihana mining.
Ma ka ʻōlelo ʻana e pili ana i nā hoʻopaʻi hou loa e kūʻē iā ia e ka UK, ua hoʻopaʻapaʻa ʻo Potanin iā RBC e pili ana nā hoʻopaʻi iaʻu iho, a e like me ka loiloi a mākou i Norilsk Nickel a hiki i kēia lā, ʻaʻole lākou e pili i ka hui.
Ke nānā nei paha ʻo ia i ka ʻike o Deripaska no ka hāpai ʻana i nā hoʻopaʻi mai Rusal."I ko mākou manaʻo, ʻo ka ʻike o ka haʻalele ʻana o SDN mai ka papa inoa hoʻopaʻi a me ka ʻoihana ʻoihana Rusal/EN + e pili ana i hiki ke hana i kahi hana koʻikoʻi i kahi kuʻikahi hui," kākau ʻo RenCap.
Ka manawa hoʻouna: Jul-05-2022