ATI Casting Service & Wind Energy WIndiana Wind Energy Conference / Indianapolis, IN July 21,...

ATI Casting Service&

Wind EnergyWIndiana

Wind Energy Conference / Indianapolis, INJuly 21, 2010

© 2010 ATI Casting Service

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Company History• First casting poured on 7-24-34, with a crew of 7• Teledyne Industries purchases Casting Service in 1967• 1996 Merger between Allegheny Ludlum & Teledyne forms

Allegheny Teledyne Incorporated• 1999 Allegheny Teledyne transforms into Allegheny

Technologies Incorporated (ATI on the NYSE)• Alpena, Michigan - First expansion outside of LaPorte in

2008 • Added in-house machining capabilities for large castings

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Wind Energy Gear Box Castings

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Casting Service – LaPorte, IN

Physical Plant - 550,000 Square Feet

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Casting Service – Alpena, MI

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Cumulative Global Wind Power DevelopmentActual 1990-2006 Forecast 2007-2011 Prediction 2012-2016

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

1990 2006 2011 2016

MW

Prediction Forecast Existing capacitySource: BTM Consult ApS - March 2007

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Installed capacity in the USACumulative end 2006: 11,635 MW

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

1995 1998 2001 2004 2007

MW

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

Cu

mu

lati

ve

MW

Installed MW Forecast Cumulative Cumul. forecast

Source: BTM Consult ApS - March 2007

11© ATI 2010. All Rights Reserved.

• Quality expectations are high

• JIT/Pull inventory management is expected

• Market swings are dramatic

• Competition is global

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SUMMARY