I-Saudi Aramco ihlala i-Crown jewel yaseSaudi Arabia - Zhongxing

I-Saudi Aramco ikhuphe iziphumo zika-2023 Iziphumo zaphinda zangqina amandla enkampani kunye nokubaluleka kwako konke.

 

Ngaphandle kokwehla amaxabiso e-oyile jikelele kulo lonke ixesha lonyaka wama-2023 xa kuthelekiswa nonyaka ophelileyo, kwaye ukwandiswa kwemveliso ye-OPC + yengeniso ye-201 yeebhiliyoni ukusuka kwi-20 yeebhiliyoni kwi-201 yezigidi zeedola ngo-2022, kodwa intsebenzo yayo yayisaqinile. Ukujonga iNgxelo yeMali, kukho la manqaku amane alandelayo anomdla ngakumbi

 

Olunye lunyuke olubukhali kwiNtlawulo yeNdawo. Ngowama-2023, isahlulo esibhalwe nguSaudi Aramco senyuke ngonyaka wama-30% ngonyaka ukuya kwi-98 yezigidigidi. Oku kulandela isigqibo seNkampani ukuhlawula "ukwahlula-hlulwa" kwi-Premidend ephezulu yesahlulo esisiseko kwikota yesithathu yama-2023. Isigaba sokuqala esiphakamileyo siya kubanceda ngokukhethekileyo abanini zabelo abakhulu, urhulumente waseSaudi kunye neNgxowa-mali yoTyalo-mali yoLuntu (iPIF).

Inkcitho yesibini, inkunzi yenkcitho yanda kakhulu. Ngo-2023, uSaudi Aramco wanyusa utyalomali kwi-Upstream, ezantsi kunye namandla amatsha e-Saudi Arabia nakwa-phesheya, ngenkcitho ye-phesheya kunyaka wama-50 eedola ukuya kuthi ga kwi-50 yezigidi zeedola. Inkampani ikwatsho nokuba inkcitho eyinkunzi ngo-2024 iya kuba phakathi kwe- $ 48 yezigidigidi kunye ne- $ 58 yezigidigidi. Ukuhlehliswa kukaRhulumente wase-Saudi ekubhengezwe ngaphambili izicwangciso zokwandisa amandla e-oyile kuqikelelwa ukugcina i-aramco malunga ne-40 yeebhiliyoni kwinkcitho eyongezelelweyo kwinkcitho eyongezelelweyo kwi-2028.

I-Saudi Aramco yenza intlawulo yokugqibela kwi-Pif ngo-2023 ukufunyanwa kweMveliso yeSudi esisiseko ye-SAUDI (i-SAIC) ngo-2020. Ukudityaniswa kwezinto, kubandakanya ukwandiswa kwezahlulo, inkcitho yemali mboleko kunye nentlawulo yemali mboleko, iyonke i-Saudi Aramco ukuya malunga ne- $ 100 yeebhiliyoni kwi-20 yeebhiliyoni zobukumkani. Ngokuthelekisa, i-asethi yolwelo kwi-PIF ye-PIF yema malunga ne- $ 22 yezigidi zeedola ngoSeptemba 2023, ngelixa urhulumente wase-SAUDI wayene-116 yezigidigidi kwi-bhanki yelizwe elikwi-2023.

Umbuzo ngulo, ngaba i-aramco yesahlulo esingapheliyo?

Izahlulo zayo zabanini zabelo ziye kuphakame ukusuka kwi- $ 75bn nge-2022 ukuya kwi-98bn kwi-202bn kwi-202bn ngo-2023 kwaye kunokwenzeka ukuba iphakame ngakumbi kwi-124bn kulo nyaka. Njengoko sele kukhankanyiwe apha ngasentla, esona sizathu siphambili sokukhula kukwazisa "ukwahlulahlulo kwikota yesithathu ye-2023, njenge-782 yemali yokuhamba kwemali" kunye ne-2023. I-2023 ihlawulwe ngekota kwikota yesine engama-2024.

Ngoobani abaxhamli ophambili kwi-Saudi Aramco yahlulwe? Kuyabonakala ukuba, urhulumente we-saudi kunye nePIF.

Ekupheleni kuka-2022, uSaudi Aramco wayene- $ 135 yezigidigidi kwimali kunye notyalo-mali lwexeshana. Enkosi kwiminyaka emibini elandelelanayo yamaxabiso e-oyile jikelele yehlabathi jikelele kwi-2021 nangama-2022, kwaye uqhubeke nempahla yeempahla kwiinkampani ezimbini zepayiphu, i-Saudi Aramco ineemali eziphindwe kabini kule minyaka mibini idlulileyo.

Ngenxa yokonyuka kwe-Capex nakwiintlawulo zamatyala ngo-2023 kunye nokuhla kwengeniso yeoyile, inkampani "eyabiwe" i-33 yezigidi zeedola zokuhlawula izabelo eziphakamileyo zokwabelana. Oku kunokwenzeka ukuba kuqhubeke ngo-2024. Ngocwangciso lwe-Aramco ukuze inyuse inkcitho yemali ngo-2024, inkampani inokudlula kwimali yayo yokusebenza ukuze isebenzise inkxaso-mali yangaphandle okanye ithengise impahla ekhoyo. Ewe kunjalo, unikwe ukuba iSaudi Aramco isenokubamba i- $ 102 yezigidigidi kwimali kunye notyalo-mali lwexeshana kwiincwadi zalo ekuqaleni kuka-2024, oku akuyi kuba yingxaki kakhulu okwethutyana.

Urhulumente wase-Saudi kunye nePIF, njengabanini zabelo zikhulu ze-Saudi Aramco, ngabaxhamli ophambili wesahlulo esiphezulu sokugqibela. Ngapha koko, ukungeniswa kwengcaciso yentsebenzo yentsebenzo lilungiselelo elikhethekileyo lenkampani ukuba ihlangabezane ngemali kwezi zabelo zimbini ziphambili, ukuze kudluliselwe i-giftity kwaye igcwalise i-gap yorhulumente kunye nePIF. I-PIF ifumene malunga ne- $ 5.5 yezigidigidi zahlulelo ezongeziweyo ukusuka eSaudi Aramco ngo-2022, kwaye isixa sezigidi ezingama-20 kwi-US $ 82. Kurhulumente wase-Saudi, kukwakho nesivuno esiphakamileyo sahlumelo ngo-2024 ngaphezulu kwe-2023, ubukhulu becala ngohlobo lwezahlulo zentsebenzo ezinxulumene nomsebenzi ohambelana ngokuhambelana nexabiso le-8% le-Cquintand Equity. Ukuya kuthi ga kwinqanaba elithile, inokubonwa njengokwenzela ilahleko yale-8% yokudluliselwa kwe-8%. Kodwa ingeniso yesahlulo esivela kule mimandla i-8% ayizaliswanga, ishiya i-1 yeebhiliyoni ezingama-2 bhiliyoni kwi-2 yeebhiliyoni "zohlahlo-lwabiwo mali lwe-Saudi. Ekuphela kwento eyodwa kukuba isahlulo esiphakamileyo senze i-aramco sabelana kakuhle kubatyali.