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Tough times ahead for cement industry

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As major players push the production capacity further, the cement industry may face tough times ahead. Fresh capacity of 20 million tonnes (mt) will be taking the industry capacity to 370 mt. Overcapacity will dilute the pricing power held by cement companies as they will push additional capacity into the market. On an average cement prices declined by 5 per cent across all-India regions to Rs 289 for a 50 kgs bag in the December quarter against Rs 304 a bag in November. Prices in the western region (Maharashtra, Gujarat and Goa) declined the most by Rs 20 a bag to Rs 293, while it was down by Rs 9 to Rs 274 a bag in the central region (Uttar Pradesh and Madhya Pradesh).

In the southern region, prices were down by Rs 17 to Rs 316 a bag. In the northern and eastern zones, cement prices declined by Rs 13 and Rs 15 to Rs 269 and Rs 295 a bag, respectively.

Concrete

Cement industry to gain from new infrastructure spending

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As per a news report, Karan Adani, ACC Chair, has said that he expects the cement industry to benefit from the an anticipated US$2.2tn in new public infrastructure spending between 2025 and 2030. In a statement he said that ACC has crossed the 100Mt/yr cement capacity milestone in April 2025, propelling the company to get closer to its ambitious 140Mt/yr target by the 2028 financial year. The company’s capacity corresponds to 15 per cent of an all-India installed capacity of 686Mt/yr.

Image source:https://cementplantsupplier.com/cement-manufacturing/emerging-trends-in-cement-manufacturing-technology/

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Concrete

AI boom drives demand, says ACA

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The American Cement Association projects a nearly 1Mt annual increase in US cement demand over the next three years, driven by the surge in AI data centres. Consumption by data centres is expected to grow from 247,000 tonnes in 2025 to 860,000 tonnes by 2027. With over 5,400 AI data centres currently operating and numbers forecast to exceed 6,000 by 2027, the association cautions that regulatory hurdles and labour shortages may impact the industry’s ability to meet demand.

Image source:https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1zOrih.img?w=2000&h=1362&m=4&q=79

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Concrete

GoldCrest Cement to build plant in India

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GoldCrest Cement will build a greenfield integrated plant with a 3.5Mt/yr clinker capacity and 4.5Mt/yr cement capacity. GoldCrest Cement appointed Humboldt Wedag India as engineering, procurement and construction contractor in March 2025 and targets completion by March 2027. It has signed a 40-year supply agreement with Gujarat Mineral Development Corporation for 150Mt of limestone from its upcoming Lakhpat Punrajpur mine in Gujarat.

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