Create: 2024-04-23 Update: 2024-06-07 18:12:31

Чуть ли не главным событием вчерашнего дня стало интервью Владимира Потанина, в котором он заявил о намерении "Норникеля" перенести плавку меди в КНР. Читающей публикой это было воспринято неоднозначно.

Прежде всего это означает отказ от реалиации масштабного экологического проекта, которым всех - и чиновников, и норильчан - "кормили" долгие годы.

Сам премьер Михаил Мишустин порывался помочь "Норникелю" с подбором технологических решений для самого крупного экологического проекта в России, но теперь в этом, видимо, нет нужды.

Перенос предприятия в Китай аргументируют тремя вещами:

➡️ Переехать поближе к потребителю выгодно компании;

➡️ От Китая "Норникель" рассчитывает получить технологии изготовления аккумуляторных батарей, что напоминает концепцию "сырье в обмен на технологии", что, как правильно отмечает "Ъ", российский бизнес уже переживал в 2000-е в отношении Европы.

➡️ Санкционный аргумент: медь, выплавленная в Китае, по факту будет китайской, что увеличит возможности сбыта.

До сих пор речь шла лишь о переориентиации торговых потоков российских производителей на Восток, но если "Норникель" реализует свои планы, это станет первой ласточкой глубокой экономической интеграции России и Китая.

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Чуть ли не главным событием вчерашнего дня стало интервью Владимира Потанина

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