Inokwenzeka ukuhlanganiswa kwamashishini asezantsi eMoeve naseGalp Oku kuye kwashukumisa icandelo lamandla lase-Iberia kwaye kwaphakamisa inkxalabo yokhuphiswano malunga nobunkokeli beRepsol. Ezi nkampani zimbini zityikitye isivumelwano esingabophelelanga sokuqhubeka nokudibanisa okuya kuthi, ukuba kuphumelele, kudibanise iindawo zabo zokucocisa kunye nothungelwano lwezikhululo zeenkonzo eSpain nasePortugal phantsi kwesakhiwo esinye.
Lo ngumsebenzi obanzi ojolise ekudaleni "intshatsheli yamandla" kwiSithili sase-IberiaNgeenkampani ezimbini ezintsha ezikhethekileyo: enye igxile kwimisebenzi yemizi-mveliso (ukucoca, iikhemikhali, kunye neemolekyuli eziluhlaza) kwaye enye ijolise ekuhambeleni phambili nasekuthengisweni kwepetroli kunye neenkonzo ngokuthengisa. Le ntshukumo ihambelana nesicwangciso saseYurophu sokufumana ubungakanani bokukhuphisana namaqela amakhulu ehlabathi.
Luza kuba yintoni ulwakhiwo lokudibana kweMoeve-Galp?
Uyilo oluvunyelwene ngalo ziinkampani ezimbini zeoyile lubandakanya ukudala amaqonga amabini ahlukeneyo, i-IndustrialCo kunye ne-RetailCo, ngokusekelwe kulwahlulo lwangaphambili lwamashishini abo asezantsi. Iqela ngalinye liza kuqala lenze jikelezela ngaphandle ngaphakathi, izinto eziza kuba negalelo kuzo kwimanyano ziya kuchongwa, kwaye emva koko, ezo bhloko zomsebenzi zilinganayo ziya kudityaniswa.
Umbutho wokuqala, owaziwa okwethutyana ngokuba I-IndustrialCo, iza kudibanisa imisebenzi ye ukucocwa, ikhemistri, urhwebo kunye namandla asekelwe kwiimolekyuli eziluhlaza, njenge-biofuels eziphambili kunye ne-hydrogen. Eli qonga liza kujongana nabathengi bemizi-mveliso, ligxile kwi-B2B ecacileyo kwaye lijonge ekuguquleni iindawo zokucocisa ezikhoyo zibe ii-hubs zamandla amaninzi ezidibeneyo, ezinokukhupha umbane okuphantsi.
Inxalenye yesibini yesivumelwano iya kuba I-RetailCoInkampani egxile ekuthengiseni amafutha, inethiwekhi yayo yezikhululo zepetroli, iivenkile ezithengisa izinto eziluncedo, kunye nezisombululo zokuhamba. Eli candelo liza kudibanisa ukusasazwa kwamafutha kwendabuko kunye... ukutshaja kombane kunye nezinye iinkonzo ezinxulumene nokuhamba okutsha.
Le nkqubo ibonisa umkhwa okhulayo kweli candelo, apho iinkampani zahlukana khona amashishini asebenzisa imali eninzi kakhulu (njengokucokisa) ezo zijolise kumthengi wokugqibela, ukunika imbonakalo ecacileyo kwimarike kunye nokwenza kube lula iindlela ezahlukeneyo zokuxhasa ngemali, izivumelwano kunye nokwahlulwa kwezabelo.
Ukusasazwa kwamandla kunye nezabelo kwi-IndustrialCo kunye ne-RetailCo
Kwiqonga lemizi-mveliso elizayo, okwangoku Abanini-zabelo baseMoeve, eMubadala naseCarlyle baza kugcina ulawulo lwaboIsivumelwano sokuqala simisela ukuba la maqabane aza kuba ne-80% ye-IndustrialCo, ngelixa IGalp iza kugcina isabelo sayo singaphezulu kwe-20%Ngale ndlela, iCepsa yangaphambili iza kuzibeka njengeqabane elibalulekileyo kwicandelo elinzima nelinobuchule leshishini.
Ngokuphathelele ubunini bezabelo, iMoeve ikakhulu iphethwe yi UMubadala, isebe lotyalo-mali kwingxowa-mali yobutyebi yase-Abu Dhabimalunga ne-67% yenkunzi, kunye nengxowa-mali yaseBritane iCarlyle, eyangena ngo-2019 ine-ngaphezulu kwesithathu senkampani. Kwimeko yeGalp, malunga ne-55% yezabelo zayo zithengiswa ngokukhululekileyo kwi-stock exchange, ngelixa ezinye zisasazwa, ngakumbi phakathi I-Amorim EnergÃa kunye nenkampani yelizwe lasePortugal iParpública.
ukuba I-RetailCo, i-equation iya kwahlukaIMoeve kunye neGalp ziza kwabelana ngolawulo lwenkampani entsha yokuhambahambayo ngezabelo ezilinganayo. Oku kubonisa ubunzima obufanayo benethiwekhi zombini zezikhululo zenkonzo kwiPeninsula yase-Iberia, nangona zichanekile kukuba Amandla emizi-mveliso kaMoeve aphezulu, kunye neendawo ezimbini zokucoca eSpain, xa kuthelekiswa nesakhiwo esikhulu saseSines esibonelelwa yiGalp.
Nokuba kunjalo, olu sebenzi aluyi kukhupha kwindibaniselwano amashishini anyukayo, avuselelekayo nabonelela ngeenkonzo kunye urhwebo Amandla kaGalpeza kuhlala iphantsi kweqela lasePortugal njengenkampani ebhalisiweyo. IMoeve, yona, iza kuncedisa phantse yonke imisebenzi yayo yokusebenza kwelinye lamaqonga amabini, kunye nolwakhiwo lwayo lwenkampani oluza kunceda umbutho omtsha, ingakumbi isebe lemizi-mveliso.
Inethiwekhi yezikhululo zepetroli ezingama-3.500: umbangi ngqo weRepsol
Enye yezona mpembelelo zinkulu zokudibana kweMoeve-Galp iza kubonakala kwi- inethiwekhi yezikhululo zenkonzo kwiPeninsula yase-IberiaUkuhlanganiswa kwezikhululo zepetroli zamaqela omabini kuya kubangela iqonga lokuhamba elijikeleze 3.500 amanqaku entengiso ESpain nasePortugal, inani elisondele kakhulu kwelo likaRepsol.
ESpain, ngokwedatha yamva nje yecandelo, I-Repsol ikhokela imakethi ngezikhululo ezingaphezu kwama-3.200Oku kwenza ukuba ibe malunga nekota yenani lilonke lelizwe. Emva kakhulu yiMoeve, enezikhululo zepetroli ezingaphantsi kwe-1.500, kunye neGalp, enezikhululo zepetroli ezingaphezulu kwama-500. Zimbini ezi mpawu okwangoku zimalunga ne-16% yezikhululo zepetroli zaseSpain.
Umfanekiso uyatshintsha xa uwela umda. EPortugal, IGalp yeyona nkampani iphambili Njengoko inezikhululo zeenkonzo ezingaphezu kwama-700 kwaye ingaphezulu nje kwama-20% ewonke, ilandelwa yiRepsol kunye neBP. IMoeve isemva kakhulu, inendawo encinci kunabakhuphisana nayo abakhulu kwaye ingaphantsi kwezinye iinkampani zamazwe ngamazwe ezifana neShell.
Ukuba omabini la mazwe ahlalutywa kunye, iRepsol inexabiso elingaphantsi kancinci kune Iindawo zokuthengisa ezingama-3.800 kwisiqithiOku kwahlukile kwizikhululo ezingaphezu kwama-3.100 ezazidibene neMoeve neGalp ngaphambi kokuba zihlanganiswe ngokupheleleyo. NgeRetailCo entsha, umsantsa kwinani lezikhululo zepetroli uncitshisiwe kakhulu kwaye Isabelo esidibeneyo seMoeve kunye neGalp siya kuba malunga ne-20%. yepaki yase-Iberia, nto leyo enciphisa umsantsa xa kuthelekiswa ne-Repsol emalunga nama-23,5%.
Ukongeza kwinani lamanqaku okuthengisa, iqonga elitsha lezorhwebo lijolise ukukhuthaza iinkonzo ezinexabiso eliphezulu: iindlela ezingcono zokunceda, ukutya okulungisiweyo, izisombululo zokuhamba kunye, kwaye ngaphezu kwako konke, ukukhawuleziswa kotyalo-mali kwiinkqubo zothutho olunezingcolisi eziphantsi kunye nezinye.
Ukuhlaziya amandla kunye neendawo zoshishino eSpain nasePortugal
Elinye icandelo eliphambili lokudibana kweMoeve-Galp lishishini lemizi-mveliso. Ngegalelo leendawo zalo zokucocisa, i-IndustrialCo yexesha elizayo iya kufikelela kwi umthamo odibeneyo wemibhobho yeoyile ekrwada ephantse ibe yi-700.000 ngosuku, isasazeke kwiindawo ezintathu ezinkulu kwisiqithi. Linani elibalulekileyo, nangona lingaphantsi kweebhareli ezisisigidi ngosuku eziphathwa ziifektri zeRepsol eSpain.
I-Moveve yongeza okwangoku iifektri ezimbini ezinkulu zokucoca ulwelo kwisiqithi, kwi ILa Rábida (Huelva) kunye neSan Roque (Cádiz)enomthamo odibeneyo omalunga ne-31% yenani lilonke laseSpain, kwaye apho iiprojekthi ze-biofuel kunye ne-fool zokwenziwa sele ziqalile. I-Galp inegalelo kuluhlu lwayo lwe- ISines, kunxweme lwasePortugal, iziko eliphambili lokubonelela ilizwe kunye nokufikelela ngokuthe ngqo kwiindlela zokuthumela iinqanawa zamazwe ngamazwe.
Olu manyano lujolise ekusebenziseni ngokupheleleyo ukufikelela elwandle ngendlela enelungelo kunye ne-logistics edibeneyo kwezi mpahla, nto leyo eqinisa ingcamango yokuziguqula zibe ngamaqonga okuvelisa i-hydrogen eluhlaza kunye nezinye iimolekyuli ezinokukhupha umbane omncinciInjongo ekhankanyiweyo kukubeka i-peninsula njengendawo efanelekileyo ekunikezelweni kwamafutha acocekileyo eYurophu nakwezinye iimarike.
Ngokweengxelo ezivela kuzo zombini iinkampani, i-IndustrialCo yenzelwe ukwenza umsebenzi indima ephambili njengengqwalasela yotyalo-mali lwexesha elide kwezoshishino, ukuxhasa ukuvuselelwa kwemizi-mveliso kulo mmandla kunye nokususwa kweekhabhoni kumacandelo anzima ukuwasebenzisa ngombane, afana neenqwelo-moya, uthutho olunzima okanye amasebe athile oshishino lweekhemikhali.
Le ndlela ihambelana necebo likaMoeve kwiminyaka yakutshanje, eligxile kakhulu ekutsaleni izinto zokukhangela ioyile ukuze kuthunyelwe izixhobo kulo... Utshintsho lwamandla kunye neemolekyuli eziluhlazaKwelinye icala, iGalp ikwahlengahlengise ipotifoliyo yayo ngokwandisa kakhulu iiprojekthi eziya phambili eAngola naseMozambique, ngelixa iqinisa iprofayili yayo yamandla avuselelekayo kunye nokuzibophelela kwayo kwiivektha ezintsha zamandla.
Impembelelo kwimarike yase-Iberia kunye nokhuphiswano neRepsol
Ukudibana kweMoeve neGalp kuza ngexesha apho Icandelo leoyile laseYurophu lifuna ukufumana ubungakanani kunye ngempumelelo ukujongana notshintsho lwamandla. KwiSiqingatha sase-Iberia, olu tyando lutolikwa njengeqhinga elicacileyo lokwenza yima kwiRepsol, kokubini ekucoceni nasekusasazweni kwezinto ezithengiswayo.
Ukudalwa kwamaqonga amabini amakhulu asezantsi kulandela emanyathelweni ezinye iintshukumo zamva nje zeenkampani, ezifana ne- Ukuhlanganiswa kwamashishini anyukayo phakathi kweRepsol kunye neTotalEnergies kuLwandle oluseMantlaIntambo efanayo iyafana: ukusebenzisana nabakhuphisana nabo abaphakathi ukuze kufezekiswe ubungakanani obukhulu, kwabelwane ngemingcipheko, kwaye kwandiswe amandla otyalo-mali kwiiprojekthi ezintsha.
Abahlalutyi beshishini bakholelwa ukuba umanyano lweMoeve-Galp luhambelana neengcebiso ze-EU zokukhuthaza "Iintshatsheli zaseYurophu" ezikwaziyo ukukhuphisana kwihlabathi liphelaOku kuhambelana neengxoxo eziboniswe kwiingxelo ezifana naleyo ilungiselelwe nguMario Draghi malunga nokukhuphisana kwemizi-mveliso kwi-EU. Icandelo lamandla, elicwangcisiweyo kwezoqoqosho, lelinye lawona macandelo apho olu manyano lukhuthazwa kakhulu khona.
Ngokwamanqanaba okhuphiswano oluqinileyo, iqela elitsha liza kuba nethuba elingakumbi lokuxoxisana nababoneleli, ukuphucula uthutho, kunye uxinzelelo lwemida kwizikhululo zepetroliOku kunokuchaphazela indlela amaxabiso atshintsha ngayo kunye nokunikezelwa kweenkonzo kubathengi bokugqibela. Kuya kuqinisa amandla ayo okutsala inkxaso-mali iiprojekthi ezikhupha ukungcola okuncinci kunye nokuhlaziywa kweziseko zophuhliso.
Nangona kunjalo, inkqubela phambili yale nkqubo iya kubekwa esweni ngononophelo ziingcali zokhuphiswano, ezifana ne- CNMC eSpain kunye nomlingani wayo wasePortugal, onokubeka imiqathango yokuthintela ukugxila kakhulu kwiindawo ezithile okanye kumacandelo emarike.
Ikhalenda, imigaqo kunye nesimo somsebenzi
Ukuza kuthi ga namhlanje, isivumelwano phakathi kweMoeve neGalp siyasebenza. ayibophelelangaIinkampani ziqalise inkqubo yothethathethwano oluneenkcukacha kwaye ngokuzimisela okukhulu eza kuqhubeka kwiinyanga ezimbalwa ezizayo, ngenjongo yokugqibezela amaxwebhu abophelelayo xa zonke iinkcukacha zemali, zomthetho kunye nezokusebenza zibotshelelwe.
Iinkampani zeoyile zibhengeze ukuba Balindele isivumelwano esiqinileyo malunga nonyaka ka-2026ukuba nje bafumene imvume kwiibhodi zabalawuli beenkampani zombini kwaye baphumelele ukuphononongwa ziigunya zolawulo nezokhuphiswano eSpain, ePortugal, kwaye, kwangaphambili, kwinqanaba loluntu.
Okwangoku, uMoeve noGalp bagxininisa ukuba Baza kuqhubeka besebenza njengeenkampani ezizimeleyoAkuyi kubakho tshintsho kwimisebenzi yemihla ngemihla yabasebenzi, abathengi, okanye ababoneleli. Abaphathi bagxininisa ukuba akukho zigqibo zokugqibela ezenziweyo malunga nokuqeshwa kwabasebenzi, ulwakhiwo lwangaphakathi, okanye ukungqubana okunokwenzeka kwimisebenzi kweli nqanaba lokuqala.
Xa zizonke, iinkampani zidlula Abasebenzi abayi-17.000 kwihlabathi liphelaNgoko ke, naluphi na uhlengahlengiso lwexesha elizayo luya kubekwa esweni ngokusondeleyo yimibutho yabasebenzi kunye nabasemagunyeni. Okwangoku, umyalezo osemthethweni kukuba olu manyano lujolise ekuqiniseni imisebenzi kwiPeninsula yase-Iberia, kungekhona ukunciphisa abasebenzi kakhulu.
Bobabini uMoeve noGalp bazibophelele ekwenzeni oku ukugcina imakethi kunye nabachaphazelekayo benolwazi njengoko iingxoxo ziqhubeka, ngokuhambelana neembopheleleko zabo njengeenkampani ezilawulwayo, kwaye kwimeko yasePortugal, njengeenkampani ezidwelisiweyo.
Ubungakanani bezemali kunye nesicwangciso sexesha elide
Nangona iinkampani zingakhange zipapashe ixabiso elisemthethweni lentengiselwano, imithombo eyahlukeneyo yemarike ibeka ixabiso elidibeneyo lommandla osezantsi ongaphezulu kwe-15.000 yeebhiliyoni zeerandiNgokusebenzisa iindlela zokudibanisa iinxalenye kunye neereferensi kwiintengiselwano zangaphambili, utyalo-mali lweGalp lwangoku lubonelela ngesalathiso esicacileyo sobukhulu beqela, ngelixa kwiMoeve, uphawu olusondeleyo kukungena kukaCarlyle ngo-2019.
Ngokuphathelele iziphumo zakutshanje, iMoeve ibhale phakathi kukaJanuwari noSeptemba 2025 a inzuzo elungisiweyo ye-euro engaphezulu nje kwe-470 yezigidi kunye ne-EBITDA ehlengahlengisiweyo emalunga ne-1.200 yeebhiliyoni, kwaye inxalenye enkulu yotyalo-mali lwayo sele ijoliswe kwiiprojekthi zotshintsho lwamandla, ezifana nesityalo esikhulu se-biofuels sesizukulwana sesibini eHuelva.
IGalp, yona, ifumene kwiinyanga zokuqala ezisithoba zowama-2025 I-EBITDA iphantse ibe yi-2.400 yeebhiliyoni kunye nenzuzo ehlengahlengisiweyo ye-€1.000 yeebhiliyoni, exhaswa lishishini layo lokuhlola nokuvelisa kunye nokuqaliswa kweeprojekthi ezifana neBacalhau eBrazil. Kwangaxeshanye, isebenzise ithuba lokwahlulwa kwe-Afrika ukuze ihlengahlengise ipotifoliyo yayo kwaye yomeleze imeko yayo yezemali.
Ulwakhiwo olutsha olunamaqonga amabini luya kuvumela, ngokwamacala omabini, yabela imali ngakumbi kuhlobo ngalunye lomsebenzi: kwelinye icala, iiprojekthi ezinkulu zoshishino zexesha elide, kwaye kwelinye icala, ishishini lokuhamba elinamandla ngakumbi, elinamandla okukhula kwiinkonzo kunye nezisombululo eziphantsi kwekhabhoni.
Abaphathi abaphezulu beenkampani, abafana ne-CEO yeMoeve uMaarten Wetselaar kunye noSihlalo weGalp uPaula Amorim, bagxininise esidlangalaleni ukuba olu manyano lujolise ekuphuhliseni ukudala abadlali abaphambili baseYurophu e-IberiaUkudibanisa ukugqwesa kokusebenza kakuhle kwiindawo ezisezantsi kunye neepotifoliyo zeprojekthi ezinekhabhoni ephantsi kunye nobuchwephesha obuphezulu kwicandelo ngalinye leshishini.
Ukuba ukudibana kwamashishini asezansi eMoeve naseGalp kudlula kuzo zonke izigaba ezicwangcisiweyo, imeko yamandla ase-Iberia iya kutshintsha kakhulu: I-Repsol iya kufumana umncintisani olingana phantse ngobukhulu kwizikhululo zepetroli kunye nomthamo wokucoca oqinisiweyo, ngelixa iSpain nePortugal zinokudibanisa isikhungo esitsha semizi-mveliso kunye nokuhambahamba kunye ubungakanani obukhulu, amandla otyalo-mali kunye nomnqweno wokutshintshela kwi-fuels ezikhupha umbane omncinci kunye nezisombululoKonke oku ngaphandle kokulahlekelwa ngumbono wokuhlolwa kwemithetho kunye nendlela esabela ngayo imakethi eya kuqhubeka nokujonga ngokusondeleyo indlela esebenza ngayo le misebenzi mikhulu.
