Cunaqabataynta reer galbeedka ee duulaanka militariga Ruushka ee Ukraine waxay ku qasbi kartaa labada oligarchs ee Ruushka, Vladimir Potanin iyo Oleg Deripaska, inay soo afjaraan khilaafkii ugu dheeraa taariikhda shirkadaha Ruushka, taa beddelkeedana ay ku biiraan kooxahooda birta ah - nikkel iyo palladium waaweyn Norilsk Nickel iyo aluminium United Company Rusal.
Sida si faahfaahsan u daboolay bne IntelliNews, qaar ka mid ah biraha Ruushka ayaa si qoto dheer ugu dhex milmay suuqyada caalamka wayna adagtahay in la cunaqabateeyo.Inta badan Maraykanku wuxuu ka dhaafay biraha istiraatijiyadeed sida palladium, rhodium, nikkel, titanium, iyo sidoo kale aluminium cayriin, kor u kaca tacriifadaha soo dejinta.
Waayo-aragnimada xun ee 2018 waxay la macno tahay in Potanin iyo Deripaska labaduba ay ku guuleysteen inay ka fogaadaan cunaqabataynta ilaa dhowaan.Deripaska iyo shirkadihiisa ayaa si gaar ah loogu soo rogay cunaqabatayn, laakiin ka dib markii qiimaha aluminiumku kor u kacay 40% maalin gudaheed Sarifka Birta London (LME) ka dib warka, Xafiiska Maraykanka ee Xakamaynta Hantida Shisheeye (OFAC) ayaa dib u dhigay cunaqabataynta iyo aakhirkii si buuxda ayaa looga noqday, iyada oo cunaqabataynta Deripaska ka dhigaysa kuwa kaliya ee markii dambe la tuuray tan iyo markii nidaamka la soo saaray 2014kii.
Xitaa hanjabaada cunaqabateynta ee ka dhanka ah Potanin ayaa durbadiiba sababtay qalalaasaha qiimaha nikkel, kaas oo labanlaabmay qiimaha bishii Abriil markii cunaqabataynta la bilaabay in la soo rogo, jebisay dhammaan rikoodhada, kuna qasabtay LME in ay hakiso ganacsiga.
Isagoo ka baqaya inuu carqaladeeyo suuqa bixiya qayb muhiim ah oo ka mid ah warshadaha baabuurta korontada, Potanin wuxuu maareeyaa inuu ka fogaado cunaqabateynta, inkastoo uu yahay ninka ugu taajirsan Ruushka iyo mid ka mid ah 1990-yadii asalka ahaa ee toddobada oligarch sababtoo ah Norilsk Nickel oo ah alaab-qeybiyaha ugu weyn ee nikkel iyo palladium. ee warshadaha baabuurta caalamiga ah.Si kastaba ha ahaatee, bishii Juun UK ayaa garaacday gambaleelkii ugu horreeyay ee digniinta iyadoo cunaqabatayn ku soo rogtay oligarch.
Mar la qaniino, laba jeer xishoodo, Rusal sidoo kale maaha bartilmaameedka tooska ah ee cunaqabataynta saaran Moscow ee ku saabsan duullaankii Ruushka ee Ukraine wakhtigan, laakiin Oleg Deripaska waxaa cunaqabatayn saaray UK iyo EU.
bne IntelliNews waxay horeba u soo jeedisay in haddii Norilsk Nickel bilaabo inay la kulmaan dhibaatooyinka lacagta caddaanka ah, waa inay ka taxadiraan si aanay u kicin khilaafkiisa shirkadeed ee Deripaska, mid ka mid ah saamilayda ugu da'da weyn taariikhda shirkadaha Ruushka.Potanin ayaa si joogto ah ugu doodday inay dhimayso saami qaybsiga, si ay lacagta caddaanka ah ugu bixiso horumarinta, sababtoo ah barnaamijka capex ee hamiga leh, gaar ahaan beerta palladium, laakiin Rusal, oo ku tiirsan saami qaybsiga Norilsk Nickel ee socodka lacagta caddaanka ah, ayaa si adag uga soo horjeeda fikradda.
2021 Potanin iyo Rusal waxay dib u soo cusbooneysiiyeen dooddii qaybinta saami qaybsiga Norilsk Nickel, kaas oo Rusal uu ku tiirsan yahay qayb muhiim ah oo ka mid ah socodka lacagta caddaanka ah.Norilsk Nickel ayaa hore u hoos u dhigay saami qaybsiga laakiin waxa uu soo jeediyay $2bn oo dib u soo celin ah.
Halkii la dheerayn lahaa heshiiska saamilayda ee dhacaya dhamaadka 2022, labada shirkadood waxay heli karaan hab ay ku midoobaan, Potanin ayaa soo jeedinaysa.Sida ku cad heshiiska, Norilsk Nickel waa inuu bixiyaa ugu yaraan 60% ee EBITDA saami qaybsiga la siinayo deyn-debt-to-EBITDA leverage waa 1.8x (bixinta ugu yar ee $1bn).
"In kasta oo aan go'aanno kama dambeys ah la gaarin oo ay jiraan xaalado badan oo kala duwan oo ku saabsan heshiiska, waxaan aaminsanahay in ka-hortagga dhowrkii sano ee la soo dhaafay, dhicitaanka heshiiska saamilayda ee 2022 iyo kordhinta khatarta cunaqabateynta ee Ruushka ayaa dhigay marxaladda isku-dhafka, "Renaissance Capital ayaa faallo ka bixisay Juun 5.
Potanin waa maamulaha guud ee Norilsk Nickel halka Interros uu leeyahay 35.95% saamiga shirkadda, halka Deripaska Rusal uu leeyahay 26.25% shirkadda.Saamiye kale waa Crispian of oligarch Roman Abramovich iyo Alexander Abramov (qiyaastii 4% saamiyada), oo leh 33% sabbeyn bilaash ah.Saamileyda ugu waaweyn ee UC Rusal waa En+ of Deripaska (56.88%) iyo SUAL Partners ee Victor Vekselberg iyo Leonard Blavatnik.
Marka laga soo tago nikkel iyo palladium, Norilsk Nickel waxa kale oo uu macdanta naxaasta, platinum, cobalt, rhodium, dahab, qalin, iridium, selenium, ruthenium iyo tellurium.UC Rusal mines bauxite waxayna soo saartaa aluminium iyo aluminium.Dakhliga Nornickel sanadkii hore wuxuu ahaa $17.9bn iyo Rusal $12bn.Sidaa darteed labada shirkadood waxay dhalin karaan ku dhawaad $30bn, qiyaasaha RBC.
Tani waxay la mid noqon doontaa macdanta caalamiga ah ee macdanta sida Australo-British Rio Tinto (aluminium, miinooyinka naxaasta, macdanta birta, titanium iyo dheeman, dakhliga 2021 ee $63.5bn), Australia BHP (nickel, copper, iron ore, dhuxusha, $61). bn) Vale ee Brazil (nickel, iron ore, copper iyo manganese, $54.4bn) iyo Anglo American (nickel, manganese, coking coal, biraha platinum, iron ore, copper, aluminium iyo bacriminta, $41.5bn).
"Shirkadda la isku daray waxay lahaan doontaa dambiil dheellitiran oo birta ah, marka loo eego isbeddellada mustaqbalka dhow iyo kuwa fog ee baahida: 75% biraha dakhliga marka loo eego xisaabintayada (oo ay ku jiraan aluminium, copper, nikkel iyo cobalt) ayaa tixraaci doona isbeddellada kaarboonaynta caalamiga ah, halka kuwa kale, oo ay ku jiraan palladium, ay tixraaci doonaan dhimista qiiqa teknoolajiyada jira, "falanqeeyayaasha qiyaasta RenCap.
Xariirka ganacsi ee Bell iyo RBC waxay xasuusinayaan in xanta ugu horreysa ee u dhaxaysa Rusal iyo Norilsk Nickel ay taarikhdu tahay 2008, markii Potanin iyo oligarch kale Mikhail Prokhorov ay kala qaybiyeen hantida warshadaha culus.
Deripaska's UC Rusal ayaa 25% Norilsk Nickel ka iibsaday Potanin, laakiin beddelkii wada shaqaynta mid ka mid ah isku dhacyadii shirkadda ee ugu dheeraa taariikhda Ruushka ayaa soo baxay.
Si degdeg ah u socda duulaanka ka dib 2022 iyo Potanin iyo Deripaska waxay diyaar u yihiin inay dib u eegaan fikradda mar kale, iyadoo Potanin uu ku dooday RBC in isdhexgalka ugu weyn ee suurtagalka ah uu noqon karo isku-dhafka joogtada ah iyo ajandaha cagaaran ee Rusal iyo Norilsk Nickel labadaba, iyo sidoo kale nuugista wadajirka ah taageerada gobolka.
Si kastaba ha ahaatee, wuxuu ku celceliyay "Nornickel wali ma arko wax soo saarka wax soo saarka ee UC Rusal" iyo in asal ahaan shirkaduhu ay ilaalin doonaan laba dhuumood oo wax soo saar oo kala duwan, laakiin si kastaba ha ahaatee waxay noqon karaan "horyaal qaran" gudaha biraha iyo macdanta.
Isagoo ka faalloonaya cunaqabateyntii ugu dambeysay ee UK ay saartay, Potanin wuxuu ku dooday RBC in cunaqabateyntu "aniga khuseyso shaqsi ahaan, iyo sida ku cad falanqaynta aan ku hayno Norilsk Nickel ilaa maanta, ma saameynayaan shirkadda".
Waxa laga yaabaa inuu weli eegayo waayo-aragnimada Deripaska ee qaadista cunaqabataynta Rusal."Aragtidayada, waayo-aragnimada ka saarista SDN ee liiska xayiraadaha iyo qaabka ganacsiga ee Rusal / EN + ayaa door muhiim ah ka ciyaari kara heshiis isku-dar ah oo suurtagal ah," falanqeeyayaasha RenCap ayaa qoray.
Waqtiga boostada: Jul-05-2022