Cement News tagged under: demand forecast
2024: from black swans to green leaders?22 December 2023, Published under Cement NewsThe 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... |
What a year that was...03 January 2023, Published under Cement NewsGlobal cement consumption declined by more than five per cent in 2022 – a level not seen since the 1970s. As a new year starts, BNP Paribas Exane provides a first look at what can be expected in the global cement sector in 2023. While some challenges remain, it appears that some headwinds are at least subsiding. By Paul Roger, BNP Paribas Exane. Figure 1: EBITDA scenario, 2022E Last year was quite a rollercoaster. Global cement consumption fell by 230Mt or over five per cent – d... |
Algorithmic demand forecasting09 July 2019, Published under Cement NewsThe use of advanced analytics is now common practice in many industries. It is not only the tech giants such as Google, Amazon and Facebook that apply algorithms to make smarter, faster and unbiased decisions. Players in industries such as natural resources, materials processing and building materials have also started to apply advanced analytics to improve their business performance. A recent publication by the Boston Consulting Group 1 (BCG) makes the case that cement producers need to em... |
Philippines: a clean bill of health31 January 2018, Published under Cement NewsMore than a year has passed since President Rodrigo R Duterte took office in the Philippines and the country’s cement market continues to see strong growth. However, incumbents face challenges in the form of increasing imports and new entrants. Additional capacity is needed as key players fight to retain their market share. By Manas Tamotia, LEK Consulting, Singapore. Republic Cement, a joint-venture between CRH and Aboitiz Equity Ventures, has invested some US$300m to increase cli... |
Mexico: a tough year ahead22 January 2018, Published under Cement NewsThe slowing housing sector and constraints to the public purse have impacted Mexican cement demand in the past two years. The year ahead will present further uncertainties as the country goes to the polls to elect a new president and NAFTA is up for renegotiation. However, the domestic cement industry is in relatively good shape to weather the risks. By Luis Manuel Martinez, S & P Global Ratings, UK. Mexico's cement industry is well equipped to face a challenging 2018. (Pictured: Ceme... |
China: order and growth06 March 2017, Published under Cement NewsFollowing a drop in apparent cement consumption in 2015, China’s cement industry has been destocking ever since. As a result, the country’s cement market has started 2017 on a positive note with cement inventories reported to be decreasing. This resilience is supported by improved producer discipline, increased cooperation between top players and robust government investment in infrastructure and housing. By Addison Dai, DBS Vickers, Hong Kong. China’s cement plants, such as Heidelber... |
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