Okungenzeka ukuhlanganiswa kwamabhizinisi asezansi eMoeve naseGalp Lokhu kuye kwanyakazisa umkhakha wamandla wase-Iberia futhi kwaphakamisa ukukhathazeka ngokuncintisana mayelana nobuholi be-Repsol. Lezi zinkampani ezimbili zisayine isivumelwano esingabophezeli sokuqhubekela phambili nokuhlanganiswa okuzothi uma kuphumelele, kuhlanganiswe izindawo zabo zokucwenga kanye namanethiwekhi eziteshi zesevisi eSpain nasePortugal ngaphansi kwesakhiwo esisodwa.
Lona umsebenzi obanzi ohlose ukudala "iqhawe lamandla" eNhlonhlweni yase-IberiaNjengoba kunezinkampani ezimbili ezintsha ezikhethekile: enye igxile emisebenzini yezimboni (ukucwenga, amakhemikhali, kanye nama-molecule aluhlaza) kanti enye igxile ekuhambeni nasekuthengisweni kwezimpahla zikaphethiloli nezinsizakalo. Lesi sinyathelo sihambisana nesu laseYurophu lokuthola isilinganiso sokuncintisana namaqembu amakhulu omhlaba.
Kuzoba yini isakhiwo sokuhlanganiswa kweMoeve-Galp?
Umklamo okuvunyelwene ngawo yizinkampani ezimbili zikawoyela uhilela ukudala amapulatifomu amabili ahlukene, i-IndustrialCo kanye ne-RetailCo, ngokusekelwe ekuhlukanisweni kwangaphambilini kwamabhizinisi abo angaphansi komfula. Iqembu ngalinye lizoqala ngokwenza spin-off ngaphakathi, izimpahla ezizofaka isandla kuzo zizohlonzwa, futhi ngemva kwalokho, lawo mabhulokhi emisebenzi alinganayo azohlanganiswa.
Inhlangano yokuqala, eyaziwa okwesikhashana ngokuthi I-IndustrialCo, izohlanganisa imisebenzi ye ukucwenga, ikhemistri, ukuhweba kanye namandla asekelwe kuma-molecule aluhlaza, njenge-biofuels ethuthukisiwe kanye ne-hydrogen. Le nkundla izoqondiswa kumakhasimende ezimboni, ngokugxila okucacile kwe-B2B kanye neso lokuguqula izindawo zokucwenga zamanje zibe ama-hub amaningi anamandla amaningi ahlanganisiwe, anokukhishwa okuncane komoya.
Ingxenye yesibili yesivumelwano izoba I-RetailCoInkampani egxile ekuthengiseni uphethiloli, inethiwekhi yayo yeziteshi zikaphethiloli, izitolo ezithengisa izinto ezidingekayo, kanye nezixazululo zokuhamba. Lesi sigaba sizohlanganisa kokubili ukusatshalaliswa kukaphethiloli okuvamile kanye... ukushaja kagesi kanye nezinye izinsizakalo ezihlobene nokuhamba okusha.
Lolu hlelo lubonisa ukuthambekela okukhulayo kulo mkhakha, lapho izinkampani zihlukana khona amabhizinisi adinga imali eningi (njengokucwengisisa) lezo eziqondiswe kumakhasimende okugcina, ukuze kunikezwe ukucaca okukhulu emakethe futhi kusize amasu ahlukene okuxhasa ngezimali, izivumelwano kanye nokwabiwa kwezimali.
Ukusatshalaliswa kwamandla kanye namasheya ku-IndustrialCo kanye ne-RetailCo
Epulatifomu yezimboni yesikhathi esizayo, okwamanje Abanikazi bamasheya baseMoeve, Mubadala kanye neCarlyle bazoqhubeka nokulawulaIsivumelwano sokuqala sibeka ukuthi laba balingani bazoba ngabanikazi abacishe babe ngu-80% we-IndustrialCo, kuyilapho I-Galp izogcina isabelo sayo singaphezu kuka-20%Ngale ndlela, i-Cepsa yangaphambili izozibeka njengomlingani obalulekile engxenyeni ebaluleke kakhulu neyiqhinga yebhizinisi.
Ngokuphathelene nokuba namasheya, i-Moeve iphethwe kakhulu yi- IMubadala, ingalo yokutshalwa kwezimali yesikhwama semali sikahulumeni sase-Abu Dhabicishe i-67% yenhloko-dolobha, kanye nesikhwama saseBrithani iCarlyle, esangena ngo-2019 sinomkhawulo wengxenye yesithathu yenkampani. Endabeni yeGalp, cishe i-55% yamasheya ayo athengiswa ngokukhululeka e-stock exchange, kanti amanye asatshalaliswa, ikakhulukazi phakathi I-Amorim EnergÃa kanye nenkampani yesifunda sasePortugal iParpública.
para I-RetailCo, i-equation izohlukaI-Moeve ne-Galp zizokwabelana ngokulawula inkampani entsha yokuhamba ngezabelo ezilinganisiwe. Lokhu kubonisa isisindo esifanayo samanethiwekhi womabili eziteshi zesevisi e-Iberian Peninsula, yize kuqinisekiswa iqiniso lokuthi Amandla ezimboni eMoeve makhulu, enezindawo ezimbili zokucwenga eSpain, uma kuqhathaniswa nendawo enkulu yeSines ehlinzekwa yiGalp.
Kunoma ikuphi, lo msebenzi uzokhipha ekuhlanganisweni kwe- amabhizinisi akhuphukayo, avuselelekayo nahlinzeka ngempahla kanye ukuhweba Amandla kaGalpezohlala ngaphansi kwesambulela seqembu lasePortugal njengenkampani ebhalisiwe. I-Moeve, yona, izonikela cishe yonke imisebenzi yayo yokusebenza kwenye yamapulatifomu amabili, ngesakhiwo sayo senkampani esisebenzela inhlangano entsha, ikakhulukazi igatsha lezimboni.
Inethiwekhi yeziteshi zikaphethiloli ezingu-3.500: imbangi eqondile yeRepsol
Omunye wemiphumela emikhulu yokuhlanganiswa kweMoeve-Galp uzobonakala ku- inethiwekhi yeziteshi zesevisi e-Iberian PeninsulaUkuhlanganiswa kweziteshi zikaphethiloli zamaqembu womabili kuzoholela epulatifomu yokuhambahamba enendawo ezungeze 3.500 amaphuzu okuthengisa ESpain nasePortugal, inani elisondele kakhulu kweleRepsol.
ESpain, ngokusho kwedatha yakamuva yomkhakha, I-Repsol ihola imakethe ngeziteshi ezingaphezu kuka-3.200Lokhu kuyenza cishe ibe yingxenye yesine yenani likazwelonke. Ingemuva kakhulu yiMoeve, eneziteshi zikaphethiloli ezingaphansi kuka-1.500, kanye neGalp, eneziteshi zikaphethiloli ezingaphezu kuka-500. Zizonke, lezi zinhlobo ezimbili okwamanje ziqukethe cishe u-16% wemikhumbi yeziteshi zikaphethiloli zaseSpain.
Isithombe siyashintsha uma uwela umngcele. EPortugal, I-Galp ingumqhubi oyinhloko Njengoba ineziteshi zikaphethiloli ezingaphezu kuka-700 kanye ne-20% nje kuphela yenani eliphelele, ilandelwa yi-Repsol kanye ne-BP. I-Moeve isalele emuva, inenani elincane kunezimbangi zayo ezinkulu futhi ingaphansi kwezinye izinkampani ezinkulu ezifana ne-Shell.
Uma womabili amazwe ehlaziywa ndawonye, ​​i-Repsol inenani elingaphansi kancane kune- Izindawo zokuthengisa ezingu-3.800 e-peninsulaLokhu kuphambene neziteshi ezingaphezu kuka-3.100 ezazihlanganiswe yiMoeve neGalp ngaphambi kokuhlanganiswa ngokugcwele kwamanethiwekhi azo. NgeRetailCo entsha, igebe enanini leziteshi zikaphethiloli lincishisiwe kakhulu futhi Isabelo esihlanganisiwe seMoeve neGalp sizoba cishe ngu-20%. yepaki lase-Iberia, okunciphisa igebe maqondana ne-Repsol elinganiselwa ku-23,5%.
Ngaphezu kwenani lamaphuzu okuthengisa, ipulatifomu entsha yezentengiselwano ihlose ukukhuthaza izinsizakalo ezinenani eliphakeme: izinketho ezingcono zokulula, ukudla okulungisiwe, izixazululo zokuhamba ngokuhlanganyela, futhi ngaphezu kwakho konke, i- ukusheshiswa kokutshalwa kwezimali kwezinye izinhlelo zokuthutha ezikhipha ukungcola okuphansi.
Ukuhlaziya amandla kanye nezindawo zezimboni eSpain nasePortugal
Esinye isici esiyinhloko sokuhlanganiswa kweMoeve-Galp yibhizinisi lezimboni. Ngomnikelo wezindawo zayo zokucwenga, i-IndustrialCo yesikhathi esizayo izofinyelela ku- amandla ahlanganisiwe angaba imiphongolo kawoyela ongahluziwe ecishe ibe ngu-700.000 ngosuku, isakazeke ezindaweni ezintathu ezinkulu kule nhlonhlo. Kuyinani elibalulekile, yize lingaphansi kwemiphongolo eyisigidi ngosuku ephathwa yizindawo zokucwenga zeRepsol eSpain.
I-Moveve okwamanje iyanezela izindawo ezimbili ezinkulu zokuhlanza e-peninsulae I-La Rábida (Huelva) ne-San Roque (Cádiz)ngomthamo ohlangene ongaba ngu-31% wenani lonke laseSpain, futhi lapho amaphrojekthi kaphethiloli we-biofuel kanye nowokwenziwa eseqalile khona. I-Galp inikela ngobuningi bayo be- I-Sines, ogwini lwasePortugal, indawo ebalulekile yokuhlinzeka izwe kanye nokufinyelela ngqo emizileni yokuthumela impahla yamazwe ngamazwe.
Ukuhlanganiswa kuhlose ukusebenzisa ngokugcwele ukufinyelela okuyimfihlo olwandle kanye nohlelo lokuhambisa oluhlanganisiwe yalezi zimpahla, okuqinisa umqondo wokuziguqula zibe amapulatifomu okukhiqiza i-hydrogen eluhlaza kanye namanye ama-molecule akhipha ukungcola okuncaneInhloso eshiwoyo ukubeka le peninsula njengesikhungo esifanele ekuhlinzekweni kukaphethiloli ohlanzekile eYurophu nakwezinye izimakethe.
Ngokusho kwezitatimende ezivela kuzo zombili izinkampani, i-IndustrialCo yakhelwe ukwenza umsebenzi indima ebalulekile njengokugxila kokutshalwa kwezimali kwezimboni kwesikhathi eside, ukusekela ukuvuselelwa kwezimboni zesifunda kanye nokususwa kwe-carbon dioxide emikhakheni okunzima ukuyifakela ugesi, njengezindiza, ezokuthutha ezisindayo noma amagatsha athile embonini yamakhemikhali.
Le ndlela ihambisana nesu likaMoeve eminyakeni yamuva nje, eligxile kakhulu ekuhlukaniseni izimpahla zokuhlola uwoyela ukuze kuqondiswe kabusha izinsiza ziye... ukuguqulwa kwamandla kanye nama-molecule aluhlazaNgakolunye uhlangothi, iGalp iphinde yahlela kabusha iphothifoliyo yayo ngokushintsha okukhulu kumaphrojekthi aphezulu e-Angola naseMozambique, ngenkathi iqinisa iphrofayili yayo yamandla avuselelekayo kanye nokuzibophezela kwayo kumavektha amasha wamandla.
Umthelela emakethe yase-Iberia kanye nokuncintisana ne-Repsol
Ukuhlangana kweMoeve neGalp kuza ngesikhathi lapho Umkhakha kawoyela waseYurophu ufuna ukukhulisa usayizi kanye ukusebenza kahle ukubhekana nokuguquka kwamandla. E-Iberian Peninsula, lo msebenzi uhunyushwa njengomzamo ocacile woku ukumelana neRepsol, kokubili ekucwengisiseni nasekusatshalalisweni kwezitolo.
Ukudalwa kwamapulatifomu amabili amakhulu angezansi kulandela ezinyathelweni zezinye izinyathelo zakamuva zezinkampani, njenge Ukuhlanganiswa kwamabhizinisi asezingeni eliphezulu phakathi kweRepsol neTotalEnergies eNorth SeaIntambo efanayo iyafana: ukubambisana nabancintisani abaphakathi nendawo ukuze kufinyelelwe esikalini esikhulu, kwabelane ngezingozi, futhi kwandiswe amandla okutshala imali kumaphrojekthi amasha.
Abahlaziyi bemboni bakholelwa ukuthi umbimbi lweMoeve-Galp luhambisana nezincomo ze-EU zokukhuthaza "Abanqobi baseYurophu" abakwazi ukuncintisana emhlabeni jikeleleLokhu kuhambisana nezingxoxo ezivezwe emibikweni efana naleyo elungiselelwe nguMario Draghi mayelana nokuncintisana kwezimboni e-EU. Umkhakha wamandla, ohloselwe umnotho, ungenye yezindawo lapho lokhu kuhlanganiswa kukhuthazwa khona kakhulu.
Ngokuncintisana okuqinile, iqembu elisha lizoba nethuba elithe xaxa lokuxoxisana nabaphakeli, ukwenza ngcono ezokuthutha, kanye imingcele ecindezelayo eziteshini zikaphethiloliLokhu kungathinta ukuguquguquka kwamanani kanye nokunikezwa kwezinsizakalo kumthengi wokugcina. Kuzophinde kuqinise ikhono layo lokuheha uxhaso lwezimali amaphrojekthi okukhishwa kwegesi okuphansi kanye nokuvuselelwa kwengqalasizinda.
Kodwa-ke, intuthuko yalo msebenzi izoqashwa eduze yiziphathimandla zokuncintisana, njenge- CNMC eSpain kanye nomlingani wayo wasePortugal, okungabeka imibandela yokuvimbela ukugxilisa ingqondo ngokweqile ezindaweni ezithile noma ezigabeni zemakethe.
Ikhalenda, imithethonqubo kanye nesimo somsebenzi
Njenganamuhla, isivumelwano phakathi kweMoeve neGalp singu- okungabophezeliIzinkampani seziqalile inqubo yokuxoxisana eningiliziwe futhi ukunakekela ngaphambi kokungenela isivumelwano okuzoqhubeka ezinyangeni ezimbalwa ezizayo, ngenhloso yokuphothula amadokhumenti abophezelayo uma yonke imininingwane yezezimali, yezomthetho kanye neyokusebenza isihlanganisiwe.
Izinkampani zikawoyela zimemezele ukuthi Balindele isivumelwano esiqinile maphakathi no-2026uma nje bevunyelwe amabhodi abaqondisi bezinkampani zombili futhi bedlula ekuhlolweni kweziphathimandla ezilawulayo nezokuncintisana eSpain, ePortugal futhi, ngokubona kusengaphambili, ezingeni lomphakathi.
Okwamanje, uMoeve noGalp bagcizelela lokho Bazoqhubeka nokusebenza njengezinkampani ezizimeleNgeke kube nezinguquko ekusebenzeni kwansuku zonke kwabasebenzi, amakhasimende, noma abaphakeli. Abaphathi baphikelela ngokuthi azikho izinqumo zokugcina ezenziwe mayelana nabasebenzi, isakhiwo sangaphakathi, noma ukufana okungenzeka emisebenzini kulesi sigaba sokuqala.
Sekukonke, izinkampani zidlula Abasebenzi abangu-17.000 emhlabeni jikeleleNgakho-ke, noma yikuphi ukuhlelwa kabusha kwesikhathi esizayo kuzoqashwa eduze yizinyunyana kanye neziphathimandla zabasebenzi. Okwamanje, umyalezo osemthethweni uwukuthi ukuhlanganiswa kwezinkampani kuhlose ukuqinisa imisebenzi e-Iberian Peninsula, hhayi ukunciphisa kakhulu abasebenzi.
Bobabili uMoeve noGalp bazibophezele ekwenzeni ukugcina imakethe kanye nababambiqhaza bayo benolwazi njengoba izingxoxo ziqhubeka, ngokuhambisana nezibopho zabo njengezinkampani ezilawulwayo, futhi esimweni sasePortugal, njengenkampani ebhalisiwe.
Ubukhulu bezezimali kanye nesu lesikhathi eside
Nakuba izinkampani zingakashicileli ukuhlolwa okusemthethweni kwale ntengiselwano, imithombo ehlukahlukene yemakethe ibeka lokhu inani elihlanganisiwe lomngcele ongezansi komfula elingaphezu kwama-euro ayizigidigidi eziyi-15.000Kusetshenziswa izindlela zesamba sezingxenye kanye nezinkomba zokuthengiselana kwangaphambilini, ukwenziwa kwemali emakethe kwamanje kweGalp kunikeza inkomba yobukhulu beqembu, kuyilapho kuMoeve, isilinganiso esiseduze kakhulu ukungena kukaCarlyle ngo-2019.
Ngokuphathelene nemiphumela yakamuva, iMoeve iqophe phakathi kukaJanuwari noSepthemba 2025 a inzuzo elungisiwe yenzuzo engaphezu nje kwezigidi ezingama-470 zama-euro kanye ne-EBITDA elungisiwe engaba yizigidigidi eziyi-1.200, kanti ingxenye enkulu yokutshalwa kwezimali kwayo isivele iqondiswe kumaphrojekthi okushintsha amandla, njengesitshalo esikhulu se-biofuels sesizukulwane sesibili eHuelva.
I-Galp, yona, ithole ezinyangeni zokuqala eziyisishiyagalolunye zika-2025 I-EBITDA icishe ibe yizigidigidi ezingu-2.400 kanye nenzuzo elungisiwe ecishe ibe yi-€1.000 billion, esekelwa yibhizinisi layo lokuhlola nokukhiqiza kanye nokuqaliswa kwamaphrojekthi afana neBacalhau eBrazil. Ngesikhathi esifanayo, isebenzise amathuba okuthengiswa kwamanye amazwe e-Afrika ukuhlela kabusha iphothifoliyo yayo nokuqinisa isimo sayo sezezimali.
Isakhiwo esisha samapulatifomu amabili sizovumela, ngokusho kwezinhlangothi zombili, yabela imali ngokuqondile kuhlobo ngalunye lomsebenzi: ngakolunye uhlangothi, amaphrojekthi amakhulu ezimboni esikhathi eside kanye, ngakolunye uhlangothi, ibhizinisi lokuhamba elinamandla kakhulu, elinamandla okukhula kwezinsizakalo nezixazululo eziphansi zekhabhoni.
Abaphathi abaphezulu bezinkampani, njengo-CEO we-Moeve uMaarten Wetselaar kanye noSihlalo we-Galp uPaula Amorim, bagcizelele obala ukuthi ukuhlanganiswa kuhlose dala abadlali abakhulu baseYurophu e-IberiaUkuhlanganisa ukusebenza kahle kakhulu ezindaweni ezingezansi kanye namaphothifoliyo ephrojekthi angenawo umoya ongcolile kanye nokuchwephesha okukhulu egatsheni ngalinye lebhizinisi.
Uma ukuhlanganiswa kwamabhizinisi asezansi eMoeve naseGalp kudlula kuzo zonke izigaba ezihleliwe, isimo samandla ase-Iberia sizoshintsha kakhulu: I-Repsol izothola umncintiswano ocishe ulingane eziteshini zikaphethiloli kanye nomthamo wokucwenga oqinisiwe, kuyilapho iSpain nePortugal zingahlanganisa isikhungo esisha sezimboni kanye nokuhamba ngezimoto kanye ubukhulu obukhulu, amandla okutshala imali kanye nesifiso sokushintshela kumafutha akhipha ukungcola okuncane kanye nezixazululoKonke lokhu ngaphandle kokulahlekelwa umbono wokuhlolwa kwemithetho kanye nokusabela kwemakethe ezoqhubeka nokuqapha eduze ukuthi lokhu kusebenza kwe-macro kwenzeka kanjani empeleni.
