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2007/10/5 日本経済新聞夕刊

アルコア 包装材事業など売却 地金生産に資源集中

 北米最大のアルミメーカ一のアルコアは4日、包装材や自動車向け鋳物事業を売却すると発表した。売却先は明らかにしていない。電線事業も欧米の拠点を合理化し、2007年7−9月期に合計で8億4500万ドル
(約980億円)のリストラ費用を計上する。低採算事業を見直し、鉱山開発や地金生産に経営資源を集中するのが狙いだ。

 投資先の中国のアルミメーカーの株式も売却することが決まっており、海外の鉱山大手にとって資産内容が改善したアルコアは格好の買収の標的になりそうだ。
 
 カナダの同業のアルキャンに敵対的買収を仕掛けたが失敗した経緯があり、買収による規模拡大で世界最大手の
UCルサール(ロシア)に対抗する必要がある。

2007/10/4 Alcoa

Alcoa Updates on Portfolio Review

Following the recent monetization of its stake in Aluminum Corporation of China Limited (Chalco), Alcoa today announced a series of portfolio decisions that will further enhance its capital structure and provide additional opportunities to improve shareholder value.

After completing the strategic review of its portfolio, the Company intends to proceed with
the sale of its Packaging and Consumer business. The company has received strong indications from strategic buyers for that business, and plans to complete the transaction by late 2007 or early 2008. The company is also near a definitive agreement to sell its Automotive Castings business and should close that transaction by the end of the year.

In addition, the company plans to significantly
restructure its Electrical and Electronic Solutions (formerly the Alcoa Fujikura Limited wireharness business) business in the Americas and Europe to improve returns and profitability.


These portfolio actions, combined with
the sale of Alcoas stake in Chalco, will significantly enhance the companys capital structure and add flexibility for both growth opportunities and other initiatives to improve shareholder value.

Chalco  2006/8/25 中国アルミ業界の拡大競争 参照

 


Alcoa Consumer Products is a global leader in the consumer packaged goods industry, supplying high quality and trusted foil, film and paper products to the retail and foodservice sectors. Within Alcoa Consumer Products, there are four businesses that globally manufacture and market branded and private label products.
Reynolds Consumer Products is home to many well-recognized brands such as Reynolds Wrap® Aluminum Foil, Reynolds® Plastic Wrap and Reynolds® Cut-Rite® Wax Paper. Other businesses include Presto Products Company, North America's largest private label plastics company and Baco Consumer Products, the leading supplier of household wraps and bags in the U.K.


Alcoa Automotive Castings

With leading-edge technology and innovative solutions, Alcoa Automotive Castings meets the increasing demands and expectations of the automotive and industrial markets with Vacuum Riser-less and Pressure Riser-less (VRC/PRC)
permanent mold castings of aluminum alloys. VRC/PRC permanent mold casting is a superior technology that produces high quality structurally-focused castings.
  
We currently are the premier manufacturer of components for the suspension and chassis markets and produce sub-frames, cradles, knuckles, brackets and control arms at plants in North America and Europe. AAC castings are found on numerous automobiles, light trucks and other products worldwide, including BMW, Ford, General Motors, Chrysler, Jaguar, Hyundai, Toyota and Volvo products.


2006/1/5 フジクラ

業務上の提携の解消に関するお知らせ

当社は、アメリカAlcoa Inc.(以下「Alcoa」)との間で運営している自動車および情報通信事業における合弁事業会社
Alcoa Fujikura Ltd.(当社49%出資、Alcoa51%出資、以下「AFL」)に関してAlcoaとの間で合弁解消についての基本合意書に調印いたしましたので、下記のとおり、お知らせいたします。

1.解消の理由
当社は、アメリカにおける情報通信事業および自動車事業の展開をAlcoa との合弁会社であるAFL を通して行ってまいりましたが、当社はコア事業である情報通信事業を、またAlcoa は同社のコア事業である自動車事業をそれぞれ単独にて展開していく旨の合意がなされたため。

2.解消の内容
当社はAFL が行なっている情報通信事業を新たに設立される別会社として引継ぎ、AFL は原則現行の自動車事業を引継いだAlcoa100%保有子会社となることで、AFL におけるAlcoa との事業提携を解消いたします。

3.業務提携の解消日
平成17 年3 月末日(予定)

200/4/1 発表

America Fujikura Ltd.

2005年3月31日、AFL Telecommunications LLC において情報通信事業を引き継ぎ。
2006年2月1日、在米日系顧客向けワイヤーハーネス・電装部品製造販売を行なうFujikura Automotive America LLC とその製造工場の Fujikura Automotive Mexico. S. de R.L. de C.V. を設立し事業スタート。


2001/11/6 Alcoa

Alcoa and Chalco Form Strategic Alliance

Alcoa Inc. announced today that it has finalized agreements for
a strategic alliance with Aluminum Corporation of China Limited (Chalco). These agreements mark the beginning of what both companies believe will be a long-term strategic partnership.

Under the strategic alliance, Alcoa and Chalco are
forming a 50/50 joint venture at Chalco's facility at Pingguo, which is one of the most efficient alumina and aluminum production facilities in China. Alcoa believes that the proposed joint venture will allow it to benefit from the growth of China's aluminum market, the fastest growing in the world. Alcoa will transfer management, operational and technical expertise, and best practices to Chalco.

The parties have committed to significantly increase both the refining and smelting capacities at Pingguo over the next few years. Pingguo's current
alumina refining capacity is 400,000 metric tons per year (mtpy), with plans to double that capacity by 2003. There are also plans to expand the 135,000-mtpy aluminum smelter at Pingguo by 220,000 mtpy, bringing total capacity to 355,000-mtpy by 2006.

2004/4/20

Alcoa Inc. and Aluminum Corporation of China Limited (Chalco) announced today that they have received approval from the China National Development and Reform Commission (NDRC) to proceed with formation of their proposed joint venture at the Pingguo Aluminum facility in the Guangxi Zhang Autonomous Region, in South China.

Pingguo's current alumina refining capacity is 850,000 metric tons per year (mtpy) and the capacity of the aluminum smelter is 135,000-mtpy.

As part of the alliance, Alcoa will also become the strategic investor in Chalcos proposed global offering and listing on the New York Stock Exchange and The Stock Exchange of Hong Kong. An offshore subsidiary of Alcoa, Alcoa International (Asia) Ltd., will make the investment, which is expected to equal 8% of the issued and outstanding shares of Chalco after the global offering. In connection with its investment, Alcoa will also be entitled to one seat on Chalcos board of directors. Aluminum Corporation of China, or Chinalco, the parent company of Chalco, will remain the largest shareholder in Chalco.


Sep 13, 2007 Reuters

Alcoa's Chalco sale shows China's changing times

Alcoa Inc pocketed a cool US$1.8 billion this week when it sold its stake in Aluminum Corp of China Ltd -- a handsome return on a six-year investment.

But Alcoa's willingness to cut the ties on its partnership with China's aluminium and alumina powerhouse shows how much China has changed since Chalco, a unit of state-owned Aluminum Corp of China, first listed in Hong Kong.

But "China Inc's" ability to fund itself has permitted it to resume control over strategic sectors like minerals and steel, after a brief opening. Thus, Alcoa found its Chalco connection never translated into a stake in the promising Pingguo alumina project.

"It's never been laid out explicitly but the country doesn't want resources to be given over to foreign hands," Ren Baifang, analyst at Beijing metals consultancy Antaike, said.

"Alcoa doesn't really want to invest in Chalco, it wants to invest in the Chinese market. But the Chalco stake actually limited their flexibility to maneuver. They've had to act more like a fund than an investor in the sector," a consultant who advises foreign companies in the metals sector.


2008/12/22 Alcoa

Alcoa and ORKLA ASA Agree to Exchange Equity Stakes

Alcoa to Receive Orkla
s 50% Stake in Elkem Aluminum;
Orkla to Receive Alcoa
s 45% Stake in SAPA Extrusions Business.

Alcoa today announced it has agreed with ORKLA ASA (Orkla) to exchange their stakes in a Norwegian smelting partnership and a Swedish extrusion joint venture in order to focus on their respective areas of expertise and best practices. Alcoa will receive Orkla
s 50 percent stake in Elkem Aluminum ANS while Orkla will receive Alcoas 45 percent stake in the $3.7 billion SAPA extrusion profiles business. The transaction is expected to be completed in the first quarter of 2009.

Elkem Aluminum, which will be 100 percent owned by Alcoa following the transaction, includes aluminum smelters in Lista and Mosjoen, Norway with a combined output of
282,000 metric tons per year (mtpy). Included in the transaction is Elkems stake in a newly opened anode plant in Mosjoen in which Alcoa already holds an approximate 82 percent stake.

The addition of these assets increases Alcoa
s global smelting capacity to more than 4.7 million metric tons, making Alcoa the worlds largest primary aluminum producer.



The SAPA Profiles business, which will be 100 percent owned by Orkla following the completion of the transaction, is a leading independent manufacturer of aluminum extrusions and engages in extensive processing operations, including surface treatment, hydro-forming, friction-stir welding and CNC treatment. Production takes place in 15 European countries, the US and China. The SAPA joint venture was created in July 2007 when Alcoa combined its soft alloy business with Orklas SAPA unit. Aluminum extrusions are used for design solutions in virtually all sectors.