kupera konkire

Companhia Siderúrgica Nacional (CSN) Cimentos adatsimikiziridwa sabata ino ngati wogula wogwirizana wa bizinesi ya simenti ya Holcim yaku Brazil ndi mtengo wamtengo wapatali wa US $ 1.03 biliyoni. Ntchitoyi ikuphatikizapo zomera zisanu zophatikizika za simenti, zomera zinayi zopera ndi malo 19 okonzeka osakaniza konkire. Pankhani ya kuchuluka kwa kupanga, CSN tsopano ikuyembekezeka kukhala yachitatu yopanga simenti yayikulu ku Brazil, yachiwiri pambuyo pa Votorantim ndi InterCement. Kapena, ngati mukukhulupirira zonena zopanda pake za CSN zokhuza mpikisano wopanda pake, muli pamalo achiwiri!
Chithunzi 1: Mapu a fakitale ya simenti yomwe ili mu CSN Cimentos yogula katundu wa LafargeHolcim waku Brazil. Gwero: Tsamba la CSN Investor Relations.
CSN idayamba ndi kupanga zitsulo, ndipo ikadali gawo lalikulu la bizinesi yake mpaka lero. Mu 2020, idanenanso ndalama zokwana madola 5.74 biliyoni aku US. Pafupifupi 55% amachokera ku bizinesi yazitsulo, 42% kuchokera ku bizinesi yamigodi, 5% kuchokera ku bizinesi yazinthu, ndipo 3% yokha kuchokera ku bizinesi yake ya simenti. Kukula kwa CSN mumakampani a simenti kudayamba mu 2009 pomwe idayamba kugaya ng'anjo yamoto ndi clinker pafakitale ya Presidente Vargas ku Volta Redonda, Rio de Janeiro. Pambuyo pake, kampaniyo idayamba kupanga clinker mu 2011 pamalo ake ophatikizika a Arcos ku Minas Gerais. Zaka khumi zotsatira, zinthu zambiri zidachitika poyera osachepera, chifukwa dzikoli likukumana ndi mavuto azachuma ndipo malonda a simenti a dziko lonse adatsika kwambiri mu 2017. Kuyambira cha 2019, CSN Cimentos ndiye anayamba kukambirana zatsopano zomwe akufuna ntchito zamafakitale kwina. Brazil, kutengera kukula kwa msika komanso zomwe zikuyembekezeka kuperekedwa kwa anthu onse (IPO). Izi zikuphatikiza mafakitale ku Ceara, Sergipe, Para ndi Parana, komanso kukulitsa mafakitale omwe alipo kumwera chakum'mawa. Pambuyo pake, CSN Cimentos idavomereza kugula Cimento Elizabeth kwa USD 220 miliyoni mu Julayi 2021.
Ndikoyenera kudziwa kuti kupeza Holcim kumafunikirabe kuvomerezedwa ndi oyang'anira mpikisano wamba. Mwachitsanzo, fakitale ya Cimento Elizabeth ndi fakitale ya Holcim ya Caaporã onse ali m'boma la Paraíba, pafupifupi makilomita 30 motalikirana. Ngati zivomerezedwa, izi zidzathandiza CSN Cimentos kukhala ndi zomera ziwiri mwazogwirizana za boma, ndipo zina ziwiri zikugwiritsidwa ntchito ndi Votorantim ndi InterCement. CSN ikukonzekeranso kupeza mafakitale anayi ophatikizidwa ku Minas Gerais kuchokera ku Holcim kuti iwonjezere yomwe ili nayo pano. Ngakhale chifukwa cha kuchuluka kwa zomera m'boma, izi sizikuwoneka kuti sizilandira chidwi.
Holcim adanenanso momveka bwino kuti kuchoka ku Brazil ndi gawo limodzi la njira zake zowunikiranso njira zothetsera zomanga. Mukamaliza kupeza Firestone koyambirira kwa 2021, ndalamazo zidzagwiritsidwa ntchito pamayankho ake ndi mabizinesi azogulitsa. Yanenanso kuti ikufuna kuyang'ana kwambiri misika yayikulu yokhala ndi chiyembekezo chanthawi yayitali. Pachifukwa ichi, kukula kosiyanasiyana kwa simenti ndi opanga zitsulo zazikulu monga CSN ndizosiyana kwambiri. Mafakitale onsewa ndi mafakitale otulutsa mpweya wambiri wa carbon dioxide, kotero CSN sikhala kutali ndi mafakitale omwe amatulutsa mpweya wambiri. Komabe, pogwiritsa ntchito slag popanga simenti, awiriwa ali ndi mgwirizano wokhudzana ndi ntchito, chuma ndi kukhazikika. Izi zidapangitsa CSN Cimentos kuti igwirizane ndi Votorantim yaku Brazil ndi JSW Cement yaku India, yomwe imapanganso simenti. Ziribe kanthu zomwe zidzachitike pa Msonkhano wa 26 wa United Nations Climate Change (COP26) mu November 2021, zikuwoneka kuti sizingatheke kuti kufunikira kwa chitsulo kapena simenti padziko lonse kudzachepa kwambiri. CSN Cimentos tsopano iyambiranso masheya ake IPO kuti apeze ndalama zogulira Holcim.
Zogula zonse zimatengera nthawi. CSN Cimentos-Holcim transaction ikutsatira kulandidwa kwa CRH Brazil ndi kampani ya Buzzi Unicem ya Companhia Nacional de Cimento (CNC) koyambirira kwa 2021. Monga tafotokozera pamwambapa, msika wa simenti ku Brazil wakhala ukuyenda bwino kuyambira pomwe unayamba kuchira mu 2018. Poyerekeza ndi zina maiko, chifukwa cha njira zotsika zotsekera, mliri wa coronavirus sunachedwetse izi. Malinga ndi zidziwitso zaposachedwa kwambiri za National Cement Industry Association (SNIC) mu Ogasiti 2021, kukula kwa malonda komweko kumatha kuchepa pang'onopang'ono. Kuyambira pakati pa 2019, chiwerengero cha mwezi uliwonse chikuwonjezeka, koma chinayamba kuchepa mu May 2021. Malinga ndi deta mpaka pano chaka chino, malonda mu 2021 adzawonjezeka, koma pambuyo pake, ndani akudziwa? Chikalata cha CSN Investor Day mu Disembala 2020 chimaneneratu kuti, monga momwe zikuyembekezeredwa, kutengera kukula kwachuma, kugwiritsa ntchito simenti ku Brazil kudzakula pang'onopang'ono mpaka 2025. kumapeto kwa 2022 kungasokoneze izi. Mwachitsanzo, InterCement inaletsa IPO yomwe ikufuna mu Julayi 2021 chifukwa chotsika mtengo chifukwa chakusatsimikizika kwa osunga ndalama. CSN Cimentos ikhoza kukumana ndi zovuta zofananira mu IPO yomwe idakonzekera kapena kukumana ndi mwayi wochulukirapo polipira LafargeHolcim Brazil. Mulimonsemo, CSN idaganiza zoika pachiwopsezo panjira kuti ikhale yachitatu yopanga simenti yayikulu ku Brazil.