Ubumbano phakathi kweRepsol, iHitecVision, kanye neTotalEnergies lushintsha isimo samandla eBritish North Sea. Ngokubambisana kwabo, i-NEO NEXT Energy, inkampani yaseSpain kanye nesikhwama saseNorway basayine isivumelwano sokuhlanganisa izimpahla zabo zokuhlola uwoyela negesi zase-UK kanye nebhizinisi elihamba phambili leTotalEnergies UK, kwakha ipulatifomu entsha ebizwa ngokuthi i-NEO NEXT+.
Lokhu kuthutha kwenkampani kumele ushintsho olukhulu emkhakheni kawoyela negesi waseYurophu , njengoba inkampani ephumelelayo ihlose ukuba ngomunye wabakhiqizi be-hydrocarbon abazimele abahamba phambili kwi-UK Continental Shelf (UKCS). Lo msebenzi uyingxenye yokuhlelwa kabusha kwe-Repsol kwebhizinisi layo eliyinhloko kanye nesu layo lokusebenzisa izimpahla zayo ezisezingeni eliphezulu ngokulindela ukunikezwa kokuqala komphakathi esikhathini esizayo.
I-NEO NEXT+: umdondoshiya omusha ozimele eBritish North Sea
I-NEO NEXT Energy, umphumela wokuhlanganiswa kwangaphambilini kwebhizinisi elihamba phambili le-Repsol UK ne-Neo Energy — imoto elawulwa yi-HitecVision — ithatha igxathu elikhulu phambili ngokwengeza izimpahla zokukhiqiza ze-TotalEnergies e-UK. Ngalokhu kuhlanganiswa, i-NEO NEXT+ entsha ilindele ukufinyelela ekukhiqizweni kwemiphongolo engaphezu kuka-250.000 yamafutha alingana ngosuku ngo-2026 , ngaphezu kwamandla ahlanganisiwe abancintisana nabo abaningi esigodini.
Lokhu kuthengiselana kuhlanganisa i-NEO NEXT+ njengomqhubi ohamba phambili kanye nomkhiqizi ku-UKCS , kuyibeka phambili kwezinye izinkundla ezizimele ezivele eminyakeni yamuva nje kulandela izinqubo ezifanayo zokuhlanganisa, njengokuhlanganiswa kwezimpahla ze-Shell ne-Equinor noma ukukhula kwe-Harbour Energy. Ukugxila kusezimpahleni ezivuthiwe ezingase zikhule, kugxilwe kakhulu kugesi yemvelo , umthombo wamandla othola ukuvelela njenge-vector yokuguquka.
Ngokusho kwezokuxhumana ezahlukahlukene ezithunyelwe emakethe, inani lentengiselwano alikadalulwa emphakathini, yize imithombo emkhakheni we-hydrocarbon ikubeka cishe ku-€4.000 billion . Ngale kwalesi sibalo, isihluthulelo sisekudaleni ipulatifomu enesisindo esanele sokubamba umnotho wesilinganiso kanye nokwenza ngcono ukutshalwa kwezimali kanye nezindleko zokusebenza endaweni yokulawula neyezimali edinga kakhulu.
Ukuhlanganiswa kwezimpahla ze-TotalEnergies kwakhelwe esisekelweni esivele sihlanganisiwe: ekubambisaneni ne-HitecVision, i-Repsol yayinikele ngezimpahla ezibiza cishe ama-euro ayizigidi eziyizinkulungwane eziyi-1.224 ukuze ithole isabelo esingu-45% ku-NEO NEXT. Ngokungena kweqembu laseFrance, inkampani yaseSpain yehlisa isabelo sayo samaphesenti kodwa ithola ukuba khona epulatifomu enkulu nethembisayo , enephrofayili ehlukile yengozi kanye nokubuyiselwa kwemali.
Ukwakheka kwamasheya kanye nemibandela yezezimali yesivumelwano
Esinye sezici ezibalulekile zalolu shintsho yisakhiwo esisha sobunikazi se-NEO NEXT+ . Ngaphansi kwemibandela evunyelwene ngayo, i-TotalEnergies UK izolawula u-47,5% wenhloko-dolobha, ibe ngumnikazi wamasheya omkhulu kunabo bonke wemoto ephezulu e-UK. I-HitecVision izogcina u-28,875%, kanti i-Repsol izobamba isabelo esingu-23,625% epulatifomu ehlanganisiwe.
Lokhu kusatshalaliswa kuqinisa isikhundla se-TotalEnergies njengomqhubi ohamba phambili e-British North Sea , lapho ibilokhu ikhona khona iminyaka engaphezu kwamashumi ayisithupha. Ngesikhathi esifanayo, ivumela i-HitecVision ukuthi iqinise isikhundla sayo njengomtshalizimali ochwepheshe emkhakheni wezamandla waseNyakatho Yurophu, kuyilapho i-Repsol igcina ukuba khona esifundeni ngaphandle kokuvezwa okuqondile kakhulu kanye nokugxila okukhulu enzuzweni yezimpahla zayo.
Ngokombono wezezimali, isakhiwo sale ntengiselwano sihlanganisa isici esibalulekile sokugeleza kwemali kweqembu elisha: I-TotalEnergies UK izogcina izibopho zokususa ukusebenza ezifika ku-$2.300 billion ezihambisana nezimpahla zayo esifundeni. Leli lungiselelo likhulula i-NEO NEXT+ engxenyeni ebalulekile yezibopho zesikhathi esizayo ezihlobene nokususa ingqalasizinda namapulatifomu avuthiwe, ngaleyo ndlela kuthuthukiswe ukukhiqizwa kwemali kanye nekhono lokuxhasa amaphrojekthi amasha.
Amaqembu acabanga ukuthi ukuthengiselana ngeke kwenzeke ngokushesha. Ukuvalwa kulindeleke engxenyeni yokuqala ka-2026 , kuye ngokuthola zonke izimvume zomthetho ezifanele e-UK kanye nemvume yeziphathimandla ezifanele. Kuze kube yileso sikhathi, izinkampani zizoqhubeka nokusebenzisa amabhizinisi azo ngaphansi kwezakhiwo zazo zamanje ngenkathi ukuhlanganiswa kokusebenza kanye nokuphathwa kwezinkampani kuchazwa ngokuningiliziwe.
Izimpahla ezibalulekile kanye nokusebenzisana kwe-UKCS
Umnikelo we-TotalEnergies awugcini nje ngobuningi bokukhiqiza. Le nkampani yaseFrance ingeza ku-NEO NEXT+ iphothifoliyo yezimpahla zokukhiqiza ezisezingeni eliphezulu eNorth Sea , okuhlanganisa nezabelo ezakhiweni ezifana ne-Elgin/Franklin kanye nezinye izinkambu ezibalulekile eBritish Basin, kanye nezintshisekelo kumaphrojekthi afana nePenguins, Mariner, Shearwater, Culzean, Alwyn North, kanye neDunbar, phakathi kwezinye izinkambu zamasu.
Lezi zinsimu zibonakala ngokuhlanganiswa kukawoyela, futhi ngaphezu kwakho konke, ukukhiqizwa kwegesi , umthombo odingeka kakhulu kumongo wokuguquka kwamandla eYurophu. Igesi ibhekwa njengento ebalulekile ekuqinisekiseni ukuphepha kokutholakala kwayo ngenkathi ukuthunyelwa kwezinto ezivuselelekayo kusheshisa futhi kwenziwa intuthuko ekufinyeleleni imigomo yokususa i-carbonization ebekelwe u-2050 yizinkampani ezinkulu kanye ne-European Union.
I-NEO NEXT igcizelela ukuthi ukuhlanganiswa kuzoqinisa amakhono okusebenza nokuphathwa kwamaphrojekthi , ikakhulukazi ezindaweni eziyinkimbinkimbi ngobuchwepheshe ezifana nokusebenza kwegesi eshisayo neshisayo ogwini lolwandle. Ulwazi oluqoqwe yi-TotalEnergies kulezi zinhlobo zentuthuko lubhekwa njengesivikelo esiyinhloko sokukhipha inani ezimpahleni nokuthuthukisa ukusebenza kahle kwepulatifomu entsha.
Phakathi kwezinzuzo ezilindelekile kukhona ukusebenzisana ezindleleni, ekunakekelweni, nasekuthuthukisweni kwemithombo emisha , kanye nokuguquguquka okukhulu kokuhlela kabusha amaphothifoliyo, ukulungisa amazinga okukhiqiza, kanye nokubeka phambili ukutshalwa kwezimali ngokwezimo zemakethe kanye nezimpawu zomthetho e-United Kingdom. Konke lokhu kuhloselwe ukugcina iphrofayili engabizi kakhulu, ekhipha ukungcola okuncane emisebenzini yansuku zonke, into ehlolwa kakhulu yiziphathimandla kanye nababambiqhaza.
Isu lokuhlanganisa iNorth Sea kanye neqhaza lozakwethu ngamunye
Ukuhlanganiswa kwe-NEO NEXT kanye ne-TotalEnergies UK kuyingxenye yomkhuba wokuhlanganiswa eNorth Sea , lapho abaqhubi abaningana bekhethe ukujoyina amandla ukuze bandise futhi banciphise izingozi. Ukuthengiselana okufanayo kwenzeke eminyakeni yamuva nje, kwakha kabusha uhlelo lwe-ecosystem lwabakhiqizi abazimele esifundeni saseBrithani, ngenxa yokuvuthwa kwemikhakha eminingi kanye nezinguquko zentela ezifana nalokho okubizwa ngokuthi intela ye-windfall eyasetshenziswa ngo-2022, kanye nomthelela we-Brexit ekutshalweni kwezimali.
Kulesi simo, i-NEO NEXT+ ibekwe njengesithuthi esinendima yobuholi ekuhlanganisweni kwe-UKCS . Le nkampani iveze ngokucacile inhloso yayo yokuqhubeka nokuhlonza amathuba okuthola izimpahla kanye nezibambiso, uma nje zinegalelo ekwandiseni ukugeleza kwemali kanye nokuqinisa ukuqina kwephothifoliyo. Isu lenkampani lifingqiwe ngaphakathi ngezinsika ezintathu: “Ukuqina, Inzuzo, kanye Nokukhula . ”
Selokhu yahlanganiswa neRepsol UK ngoMashi 2025, i-NEO NEXT ibilokhu iphishekela uchungechunge lokuthengwa ngendlela efanayo. Lokhu kufaka phakathi ukuthengwa kweGran Tierra North Sea Limited kanye nokuthengwa kwesabelo se-BP ensimini yaseCulzean, izimpahla ezizohlanganiswa manje ngaphansi kwesambulela se-NEO NEXT+ kanye nephothifoliyo ye-TotalEnergies e-UK.
Indima yomlingani ngamunye ohlelweni olusha ichazwe ngokucacile: I-TotalEnergies iletha ububanzi bezimboni kanye nokuhlangenwe nakho kokusebenza ; I-HitecVision inikela ngemali kanye nombono womtshali-zimali ogxile kwezamandla; kanti i-Repsol ihlala ingumlingani wezimboni onolwazi lobuchwepheshe kanye nokuba khona komlando endaweni, ngenkathi ilungisa ukuchayeka kwayo ukuze iqhubeke nokulungisa iphothifoliyo yayo yomhlaba wonke.
Izitatimende ezivela ku-TotalEnergies, Repsol kanye ne-HitecVision
Abaphathi abaphezulu bezinkampani ezihilelekile bagcizelele amandla ahambisanayo okusebenza kwazo kanye nokubaluleka kokuthengiselana ukuze kuqinisekiswe ukuphepha kwamandla e-UK. Isikhulu esiphezulu se-TotalEnergies uPatrick Pouyanné uthe lesi sivumelwano sibonisa ukuzibophezela kwesikhathi eside kweqembu ku-oyela negesi e-UK kanye nokuqinisekisa ukutholakala okuzinzile kwezwe. Uphinde wagcizelela ukuthi inkampani izofaka isandla ekugxileni kwayo emisebenzini engabizi kakhulu nekhipha ukungcola okuphansi, ihlose ukwandisa umnotho wesilinganiso kuphothifoliyo entsha kanye nokuqinisa ukukhiqizwa kwemali ngemuva kokuvalwa kokuthengiselana.
Egameni le-NEO NEXT, i-CEO yayo kanye nomlingani wayo omkhulu kwa-HitecVision, uJohn Knight, ugcizelele ukubaluleka kokuba nomqhubi womhlaba wonke ofana ne-TotalEnergies epulatifomu. Emazwini akhe, ugcizelele ulwazi lwenkampani yaseFrance kumaphrojekthi egesi asezingeni eliphezulu, ashisa kakhulu olwandle futhi waphinda wathi i-NEO NEXT+ izoqhubeka nokufuna izivumelwano ezikhiqiza ukugeleza kwemali okuhle futhi ziqinise isikhundla senkampani e-UKCS eminyakeni ezayo.
I-CEO ye-Repsol, uJosu Jon Imaz, uchaze ukuhlanganiswa ne-TotalEnergies UK "njengesinye isinyathelo esikhulu esiqhubekela phambili" kusu le-NEO NEXT futhi, ngokwengeziwe, kumephu yokuhlolwa nokukhiqiza ye-Repsol. Ugcizelele ukuthi, ngephothifoliyo ebanzi nelinganiselayo kanye nokulawula okukhulu kokusebenza okuhlanganyelwe, inkampani izoba sesimweni esingcono sokuncintisana endaweni eyinkimbinkimbi njenge-North Sea, ebonakala ngemithetho eguqukayo kanye nokucindezela okwandayo kokunciphisa izinyawo ze-carbon.
U-Imaz uphinde wagcizelela ukuthi, ngenxa yalezi zinhlobo zezinyathelo, i-Repsol iyaqhubeka nokwenza ngcono iphothifoliyo yayo yempahla yomhlaba wonke , igxile kumaphrojekthi aphezulu futhi ilungisa ukuba khona kwayo ezifundeni ezinezingozi zentela eziphezulu kanye nezomthetho. Inhloso eshiwoyo ukugcina isikali esifanele sebhizinisi elikhuphukayo esikhathini esimaphakathi neside, ngenkathi kwandiswa inani labanikazi bamasheya kanye nokuthuthukiswa kwamalungiselelo e-IPO engaba khona yalesi sigaba eminyakeni ezayo.
I-Repsol ichaza kabusha ubukhona bayo bomhlaba wonke obukhuphuka nomfula
Ukubambisana neTotalEnergies e-UK kuqondwa kangcono uma kubhekwa ukuhlelwa kabusha kweRepsol emhlabeni jikelele . Ukuba khona kwenkampani yaseSpain eNorth Sea kusekelwe ekuthengweni kwayo kweTalisman Energy ngemuva kokuphucwa kwe-YPF, ukuthengiselana, ngaleso sikhathi, okwadala ukungezwani neSinopec, umlingani wenkampani yaseCanada esifundeni. Leyo ngxabano yaxazululwa ngo-2023 ngesivumelwano lapho iRepsol yathola khona isabelo seSinopec esingu-49% ku-RSUK , okwayivumela ukuthi ihlele kabusha isikhundla sayo e-UK.
Kusukela ngaleso sikhathi, umhlahlandlela wenkampani kawoyela yaseSpain ugxile ekusebenziseni lezi zimpahla nokunciphisa kancane kancane ukutholakala kwayo ngqo ezindaweni ezivuthiwe njengoLwandle lwaseNyakatho, ngenkathi ugxila emizamweni yayo yokukhula kwezinye izindawo ezisezingeni eliphezulu njenge-United States, iMexico, iBrazil, neLibya. Ukuthuthukiswa kwensimu yePikka e-Alaska, lapho inkampani yenze khona okunye kokutholwa kwayo kukawoyela okukhulu kakhulu emashumini eminyaka , kuyisibonelo esihle salokhu kushintsha kokugxila.
Ngesikhathi esifanayo, i-Repsol ikwenze kwacaca ukuthi inhloso yayo ukulungiselela ibhizinisi layo elihamba phambili ukuze likwazi ukubhaliswa emakethe yamasheya phakathi kuka-2026 no-2027. Ngenxa yalokhu, yenza inqubo yokwenza lula nokuhlanganisa izimpahla ukuze kube lula ukulinganisa ngabatshalizimali, ukuqinisa ukubonakala kwemali engenayo, kanye nokuyivumela ukuthi iveze iphothifoliyo egxile kumaphrojekthi anenani eliphezulu.
Ukudalwa kwe-NEO NEXT kanye, manje, i-NEO NEXT+, kuyingxenye yaleli qhinga lokwakha izimoto ezithile ezinozakwethu ababalulekile nabaphezulu bezimboni kanye nezezimali, njenge-HitecVision kanye ne-TotalEnergies. Ngale ndlela, inkampani igcina ukuchayeka esifundeni, kodwa inebhalansi ephansi kanye nekhono elikhulu lokusebenzisa kabusha imali kwamanye amathuba.
Ukunyakaza okuhlanganyelwe yiRepsol, iHitecVision kanye neTotalEnergies eBritish North Sea kuqinisa ukuhlanganiswa kweshelufu yezwekazi lase-UK ezungeze abadlali abambalwa abakhulu, ngenkathi kunikeza inkampani yaseSpain indlela ehlelekile yokuthuthukisa inani lebhizinisi layo elikhuphukayo nokuthuthukisa izinhlelo zayo ze-IPO, esimweni lapho ukusebenza kahle, isiyalo semali kanye nokunciphisa ukukhishwa kwegesi kube yizimo ezibalulekile zokuncintisana emkhakheni wezamandla waseYurophu.
