Cement News tagged under: BNP Paribas Exane

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2024: from black swans to green leaders?

22 December 2023, Published under Cement News

The New Year brings hope for a more “normal” period in the cement markets with a return to profit on the back of favourable price-cost dynamics rather than demand growth. By Paul Roger, BNP Paribas Exane, UK. Figure 1: forecast growth in cement consumption, 2024 (Source: BNP Exane Paribas) The past few years have called into question the usefulness of bottom-up modelling, including yours truly for the global cement industry. It is no hyperbole to say in defence that the world ha...