An tabbatar da Companhia Siderúrgica Nacional (CSN) Cimentos a wannan makon a matsayin wanda ya amince da siyan kasuwancin siminti na Holcim na Brazil tare da ƙimar ciniki ta dalar Amurka biliyan 1.03. Ma'amalar ta hada da na'urorin siminti da aka hada guda biyar, da injin nika guda hudu da kuma kayan aikin siminti guda 19 da aka shirya. Dangane da karfin samar da kayayyaki, yanzu ana sa ran CSN zai zama na uku wajen samar da siminti a Brazil, sai Votorantim da InterCement. Ko, idan kun yi imani da iƙirarin tagulla na CSN game da ƙarfin rashin aiki, kuna a matsayi na biyu!
Hoto 1: Taswirar masana'antar siminti da aka haɗa a cikin CSN Cimentos na mallakar kadarorin Brazil na LafargeHolcim. Tushen: Gidan yanar gizon Dangantakar masu saka hannun jari na CSN.
Tun da farko CSN ya fara ne da samar da karafa, kuma har yanzu yana da wani muhimmin bangare na kasuwancinsa har yau. a ranar 2020 ya kasance dalar Amurka biliyan 5.74. Kimanin kashi 55% na kasuwancin karafa ne, kashi 42% daga sana’ar hakar ma’adinai, kashi 5% daga sana’ar dabaru, kuma kashi 3% ne kawai daga kasuwancin siminti. Ci gaban CSN a cikin masana'antar siminti ya fara ne a cikin 2009 lokacin da ya fara niƙa ƙona murhu da ƙugiya a masana'antar Presidente Vargas a Volta Redonda, Rio de Janeiro. Daga baya, kamfanin ya fara samar da clinker a cikin 2011 a haɗin gwiwar masana'antar Arcos a Minas Gerais. A cikin shekaru goma masu zuwa, abubuwa da yawa sun faru a bainar jama'a aƙalla, saboda ƙasar na fuskantar koma bayan tattalin arziki kuma tallace-tallacen siminti na ƙasa ya faɗi ƙasa a cikin 2017. Tun daga kusan 2019, CSN Cimentos ya fara tattaunawa kan wasu sabbin shawarwari. ayyukan masana'anta a wasu wurare. Brazil, ya danganta da ci gaban kasuwa da bayar da tallafin jama'a na farko (IPO). Waɗannan sun haɗa da masana'antu a Ceara, Sergipe, Para da Parana, da kuma faɗaɗa masana'anta zuwa kudu maso gabas. Daga baya, CSN Cimentos ta amince ta sayi Cimento Elizabeth akan dala miliyan 220 a watan Yuli 2021.
Yana da kyau a lura cewa samun Holcim har yanzu yana buƙatar amincewar hukumar gasar ta gida. Misali, masana'antar Cimento Elizabeth da kamfanin Caaporã na Holcim duk suna cikin jihar Paraíba, kimanin kilomita 30 baya da juna. Idan aka amince da hakan, wannan zai baiwa CSN Cimentos damar mallakar biyu daga cikin masana'antar hadakayya ta jihar, sauran biyun kuma Votorantim da InterCement ne ke sarrafa su. Har ila yau, CSN na shirye-shiryen sayen masana'antu masu haɗin gwiwa guda hudu a Minas Gerais daga Holcim don haɓaka wanda yake da shi a halin yanzu. Ko da yake saboda yawan shuke-shuken da ke jihar, da alama hakan ba ya samun kulawa sosai.
Holcim ya bayyana karara cewa karkatar da akalar da aka yi a Brazil wani bangare ne na dabarunta na sake mai da hankali kan hanyoyin samar da ci gaba mai dorewa. Bayan kammala siyan Firestone a farkon 2021, za a yi amfani da abin da aka samu don mafita da kasuwancin samfurin. Har ila yau, ya bayyana cewa yana son mayar da hankali kan kasuwanni masu mahimmanci tare da dogon lokaci. A wannan yanayin, haɓakar haɓakar ciminti ta manyan masana'antun ƙarfe kamar CSN ya bambanta sosai. Dukkanin masana'antu duka masana'antu ne masu fitar da iskar carbon dioxide, don haka CSN ba za ta yi nisa da masana'antu masu ƙarfin carbon ba. Duk da haka, ta hanyar yin amfani da slag a cikin samar da siminti, biyun suna da haɗin kai dangane da aiki, tattalin arziki da dorewa. Wannan ya jagoranci CSN Cimentos don yin haɗin gwiwa tare da Votorantim na Brazil da simintin JSW na Indiya, wanda kuma ke samar da siminti. Koma dai menene kuma zai faru a taron sauyin yanayi na Majalisar Dinkin Duniya (COP26) karo na 26 a watan Nuwamban 2021, da alama ba zai yuwu a sami raguwar bukatar karafa ko siminti a duniya ba. CSN Cimentos yanzu zai dawo hannun jarin IPO don tara kuɗi don siyan Holcim.
Samun duk game da lokaci ne. Kasuwancin CSN Cimentos-Holcim ya biyo bayan samun CRH Brazil da Buzzi Unicem's Companhia Nacional de Cimento (CNC) haɗin gwiwa a farkon 2021. Kamar yadda aka ambata a sama, kasuwar siminti ta Brazil tana da kyau tun lokacin da ta fara farfadowa a cikin 2018. Idan aka kwatanta da sauran. kasashe, saboda raunin matakan kulle-kulle, cutar sankarau ba ta rage jinkirin wannan yanayin ba. Dangane da sabbin bayanai daga Ƙungiyar Masana'antar Siminti ta ƙasa (SNIC) a cikin Agusta 2021, haɓakar tallace-tallace na yanzu na iya yin rauni a hankali. Tun daga tsakiyar 2019, jimlar mirgina kowane wata na karuwa, amma ta fara raguwa a watan Mayu 2021. Bisa ga bayanai ya zuwa yanzu a wannan shekara, tallace-tallace a cikin 2021 zai karu, amma bayan haka, wa ya sani? Wani daftarin ranar masu saka hannun jari na CSN a cikin Disamba 2020 ya annabta cewa, kamar yadda ake tsammani, bisa ga ci gaban hasashen tattalin arziki gabaɗaya, yawan amfani da siminti na Brazil zai ci gaba da ƙaruwa har zuwa aƙalla 2025. Duk da haka, damuwa game da hauhawar farashin kayayyaki, hauhawar farashin da rashin tabbas na siyasa kafin babban zaɓe na gaba a. karshen 2022 na iya rushe wannan. Misali, InterCement ta soke shirinta na IPO a watan Yuli 2021 saboda ƙarancin ƙima saboda rashin tabbas na masu saka hannun jari. CSN Cimentos na iya fuskantar matsaloli iri ɗaya a cikin shirin IPO ɗin sa ko kuma fuskantar wuce gona da iri yayin biyan kuɗin LafargeHolcim Brazil. Ko ta yaya, CSN ta yanke shawarar yin kasada a kan hanya don zama na uku mafi girma a samar da siminti a Brazil.
Lokacin aikawa: Satumba-22-2021