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The future will demand less energy-intensive, greener cements

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Dr Sujit Ghosh, Executive Director – New Product and R&D, Dalmia Cement (Bharat), discusses the alternative raw materials that can be used in the production of cement and its impact on carbon emissions while underscoring the major challenges faced in using other cementitious materials.

What are the core raw materials used in the production of cement?
The core raw materials used in the production of cement are limestone (calcium carbonate) and clay (a source of silica). First, the limestone is roasted/calcined to create activated lime (CaO) in a calciner and then the activated lime along with siliceous clay is proportioned along with some other minor ingredients into a raw mix design and charged inside a kiln to form cement clinker; which is basically made of complex compounds of calcium-silica-oxides primarily, which when mixed with water, reacts, to form a cementitious gel paste that binds all aggregates together and when dried up provides strength to the concrete/plaster, made with cement and the aggregates.
Limestone (calcium carbonate) and clay (silica), which are both available in nature, are inert materials. Only when they are heat-treated at temperatures above 900oC, they become activated lime (CaO) and activated/amorphous silica (SiO2), and fuse inside the cement kiln in liquid form to form complex calcium-silica-oxides, that is cement or cement clinker.

What are the alternative raw materials that can be used in the production of cement? How does that impact the process of production?
As explained in the previous paragraph, any activated lime (CaO) and/or activated/amorphous silica (SiO2), could be potential sources of cementitious material. These could be alternative raw materials for cement production. Thus far, the most widely found and used sources of alternative materials are primarily ‘fly ash’ and ‘blast furnace slag’. Fly ash is a waste product from the burning of coal (as in a thermal power plant etc). It primarily contains amorphous/activated silica (SiO2), but very little active lime (CaO) in the Indian context. So, it is not reactive on its own, it needs activated lime (CaO) to become cementitious – which is available from cement clinker, when the two are co-processed in a cement manufacturing plant. Blast furnace slag likewise is a waste product from the steel manufacturing process and does contain some activated silica and activated lime, but again, not in the proportion/concentration to itself become cementitious. It also has to be co-processed with a cement clinker in a cement manufacturing plant. Overall, these alternative or supplementary cementitious materials, which are other industry wastes, due to the need for co-processing with cement clinker, may add some costs to the production process, but since the use of such alternative raw materials, reduces the dependence on highly energy-intensive clinker, they are welcome by the cement manufacturing fraternity, that helps lower the carbon footprint of production. These cements are called ‘blended cements’ – either fly ash blended (popularly known as PPC) or slag blended (popularly known as PSC) or fly ash + slag blended (popularly known as PCC).

Can cement maintain its quality standard with the inclusion of supplementary raw materials as against limestone?
Absolutely yes. These blended cements made using supplementary raw materials, have ‘additional’ activated silica (SiO2) and/or activated lime (CaO), which when co-processed with cement clinker, provide ‘additional’ cementitious gel paste (complex calcium-silica-oxide-hydrates) when mixed with water, that renders improved strength and durability to the cement-concrete structure. Decades ago, when such co-processing commenced, the industry went through a learning curve, and then, use of supplementary cementitious materials, although provided improved strengths, the rate of strength gain was markedly slow. This is not the case anymore. With specialised processing and with the use of performance enhancers, blended cements using supplementary raw materials, provide acceptable rate of strength gains, comparable to pure-clinker cement and top-class long-term durability, with lower carbon footprints and at the same time effectively finding value-solution to other industry wastes.

Explain the impact on carbon emission of the production unit when alternative raw materials are used in various proportions.
Processing of alternative raw materials at a cement plant and transportation of such alternative materials from distant places (as they are not available in the adjacent limestone mines of a cement plant), do have associated costs and carbon footprints. However, since the use of alternative raw materials reduces dependency on highly energy-intensive clinker, net-net, there is an overall reduction in carbon footprint, in the production of blended cements using alternative/supplementary cementitious raw materials.

How can the cost of production be reduced by using alternative or supplementary raw materials in cement production?
Since the use of alternative / supplementary cementitious materials has been prevalent in the world and in India, for blended cement production, for the last couple of decades, the demand for such other industry wastes (primarily from thermal power plant or steel plant) has been increasing steadily. This has led to a steep increase in prices for these industry wastes (mainly slags from steel plants) which otherwise were previously dumped in landfills, by opportunistic players and profiteering groups. Also, since steel plants and thermal power plants are not co-located with cement plants geographically, transportation costs of such bulky waste materials have also been increasing. Cost of blended cement production has to reduce or at least maintain at par, as well as, at the same time assist the nation in beneficially getting rid of other-industry-wastes. Cement players can do justice to climate-change by producing less energy intensive blended cements that are in no way inferior in quality to pure-clinker cements. Transport subsidies should also be provided to cement manufacturers by the government as well as at the same time try and administer some polluter-to-pay mechanism (so that these wastes are not conveniently dumped away in nearby landfills by the relevant industries).

What are the major challenges in using other cementitious materials?
Sometimes the quality of other cementitious materials varies significantly, being other industry wastes – hence diligent quality checks of such incoming raw materials become important. And subsequent changes in co-processing with clinker, if necessary, is administered, such that the final product quality is maintained. We see many ready-mix concrete manufacturers, often blend fly ash and/or slag at site with cement, to produce some sort of blended cement concrete. Many times, this leads to questionable quality concrete in our nation – and sometimes earns a bad name to the use of supplementary cementitious raw materials! This is simply because a ready-mix concrete plant just cannot do the necessary processing (namely- polishing, grinding, classification etc) of such industry wastes (fly ash or slag) and neither have the stringent and highly automated factory precision of co-processing and blending, as happens at a cement plant.

What role does technology play in deciding which materials can be used, and than incorporating them in the production process?
Technology plays a very important role in the pre-assessing quality of incoming supplementary cementitious raw materials, with the same rigour, as is mined limestone assessed for its usability in the production process. State-of-the-art, highly automated and high precision expensive types of equipment are deployed along with highly skilled personnel, not only to pre-assess incoming feed quality but also in deciding necessary mix changes, at the production level, to ensure final product quality consistency. Typically, there are highly trained and experienced chemists, chemical engineers, process engineers, doctorates and specialists, who act in unison to produce consistent quality blended cements. Such capabilities and facilities are unfortunately not available to a ready-mix concrete operator or their plant, to try and produce consistent quality by site blending cement with alternative raw materials; and such need to stop. It is therefore recommended that consistent quality blended cements be purchased directly from cement manufacturers by downstream ready-mix-concrete manufacturers.

Does your organisation manufacture a variant of cement made from alternative raw materials? Tell us more about its performance and use.
Yes, we do. We manufacture many variants of cement from alternative raw materials, even some special applications, high-performance ones too! We produce and sell fly ash blended PPC, slag blended PSC, fly ash + slag blended PCC (composite cement), all of which meet all quality criteria of BIS (Bureau of Indian Standards) and are used for regular construction works. We also have blended special application cement like railway sleeper cement and oil well cement – in fact, we are the first manufacturer of such types of cement in India, since decades. Plus, of late, we have highly engineered, proprietary/patented, early strength and high performance blended cement (made using alternative/supplementary cementitious raw materials and special chemicals), that outperforms all cement types including pure-clinker cement, on all performance parameters of strength, crack control, water demand and all durability characteristics, at all ages and can hasten infrastructure construction, by allowing opening of structures within 3 to 7 days, instead of the normal 21 to 28 days. This cement has been in use by the Airports Authority of India at some of their airports’ apron/taxiway construction, for the last several years and is now being also tried for highway construction in the country. Thus, it is evident that blended cement using alternative raw materials, made under factory precision of a cement plant, can clearly outperform pure-clinker energy-intensive normal cement, and is clearly a much greener and environment-friendly alternative.

How do you foresee the future of cement production?
The future will demand less energy-intensive, greener cements, preferably with net zero carbon footprints! Is it possible to produce green cement and yet meet quality requirements? Of course, yes. Continuous research and development initiatives are on at our organisation and likewise, globally. We, as a cement manufacturing organisation, have continuously lowered our carbon footprint over the last decades and are very confident to meet future needs of even greener cements. Hence, we have voluntarily committed at global platforms like the Paris accord, COP26 etc. We recently also signed an MoU with FLSmidth, a major supplier of engineering, equipment, and service solutions to collaborate the research and development of disruptive solutions for next-generation cement manufacturing. All these initiatives are part of our journey to become a net carbon-negative cement company by 2040 and we’re well on our way!

Kanika Mathur

Concrete

Indian Cement Industry Sees Further Consolidation

Cement industry to face consolidation soon.

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India’s cement sector is set for further consolidation in the near-to-medium term, according to a recent report. With increasing competition, rising input costs, and the need for economies of scale, companies are expected to explore mergers and acquisitions (M&A) to strengthen their market positions. As the industry faces various challenges, including high energy costs and fluctuating demand, consolidation is viewed as a strategic move to drive growth and sustainability.

Key Points:
Market Consolidation: The Indian cement industry has already witnessed significant consolidation over the past few years, with several large firms acquiring smaller players to enhance their market share. The trend is expected to continue, driven by the need to optimize operations, cut costs, and gain better pricing power. Consolidation helps companies to expand their geographic reach and strengthen their portfolios.

Rising Costs and Challenges: One of the primary drivers of consolidation is the rising cost of inputs, particularly energy and raw materials. With costs of coal and petroleum coke (key energy sources for cement production) soaring, companies are looking for ways to maintain profitability. Smaller and medium-sized players, in particular, find it challenging to cope with these rising costs, making them more likely targets for acquisition by larger companies.

Economies of Scale: Larger cement companies benefit from economies of scale, which help them absorb the impact of rising input costs more effectively. Consolidation allows firms to streamline production processes, reduce operational inefficiencies, and invest in advanced technologies that improve productivity. These efficiencies become critical in maintaining competitiveness in an increasingly challenging environment.

M&A Activity: The report highlights the potential for more mergers and acquisitions in the cement sector, particularly among mid-sized and regional players. The Indian cement market, which is highly fragmented, presents numerous opportunities for larger companies to acquire smaller firms and gain a foothold in new markets. M&A activity is expected to accelerate as firms seek growth through strategic alliances and acquisitions.

Regional Focus: Consolidation efforts are likely to be regionally focused, with companies looking to expand their presence in specific geographic areas where demand for cement is strong. Infrastructure development, government projects, and urbanization are driving demand in various parts of the country, making regional expansions an attractive proposition for firms looking to grow.

Impact on Competition: While consolidation may lead to a more concentrated market, it could also intensify competition among the remaining players. Larger firms with more resources and market reach could dominate pricing strategies and influence market dynamics. Smaller firms may either merge or struggle to compete, leading to a reshaping of the competitive landscape.

Demand Outlook: The near-term outlook for the cement industry remains uncertain, with demand being influenced by factors such as construction activity, infrastructure projects, and government initiatives. The report notes that while urban demand is expected to remain stable, rural demand continues to face challenges due to slow construction activities in those areas. However, the long-term outlook remains positive, driven by ongoing infrastructure developments and real estate projects.

Sustainability Focus: Companies are also focusing on sustainability and environmental concerns. Consolidation can provide larger companies with the resources to invest in green technologies and reduce their carbon footprint. This focus on sustainability is becoming increasingly important, with both government regulations and market preferences shifting toward greener production practices.

Conclusion:
The Indian cement industry is poised for further consolidation in the coming years, driven by rising costs, competitive pressures, and the need for economies of scale. M&A activity is likely to accelerate, with larger firms targeting smaller and regional players to strengthen their market presence. While consolidation offers opportunities for growth and efficiency, it could also reshape the competitive landscape and influence pricing dynamics in the sector.

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Concrete

Cement Companies May Roll Back Hike

Cement firms reconsider September price increase.

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Cement companies in India might be forced to reverse the price hikes implemented in September due to weakened demand and pressure from competitive market conditions, according to a report by Nuvama Institutional Equities. The recent price increase, which was expected to improve margins, may not hold as demand falls short of expectations.

Key Points:
Price Hike in September: Cement firms across India increased prices in September, aiming to improve their margins amidst rising input costs. This was seen as a strategic move to stabilize earnings as they were grappling with inflationary pressures on raw materials like coal and pet coke.

Weak Demand and Pressure: However, demand has not surged as expected. In some regions, particularly rural areas, construction activity remains low, which has contributed to the tepid demand for cement. The combination of high prices and low demand may make it difficult for companies to maintain the elevated price levels.

Competitive Market Forces: Cement manufacturers are also under pressure from competitors. Smaller players may keep prices lower to attract buyers, forcing larger companies to consider rolling back the September hikes. The competitive dynamics in regions like South India, where smaller firms are prevalent, are likely to impact larger companies’ pricing strategies.

Nuvama Report Insights: Nuvama Institutional Equities has highlighted that the September price hikes may not be sustainable given current market conditions. According to the report, the demand-supply imbalance and weak construction activities across many states could push cement companies to reconsider their pricing strategies.

Impact on Margins: If companies are compelled to roll back the price hikes, it could hurt their profit margins in the near term. Cement firms had hoped to recover some of their input costs through the price increases, but the competitive landscape and slow demand recovery could negate these gains.

Regional Variations: Price rollback might not be uniform across the country. In regions where infrastructure development is picking up pace, cement prices may hold. Urban areas with ongoing real estate projects and government infrastructure initiatives could see a sustained demand, making price hikes more viable.

Future Outlook: The outlook for the cement sector will largely depend on the pace of recovery in construction activity, particularly in the housing and infrastructure sectors. Any significant recovery in rural demand, which is currently subdued, could also influence whether the price hikes will remain or be rolled back.

Strategic Adjustments: Cement firms may need to adopt a cautious approach in the near term, balancing between maintaining market share and protecting margins. Price adjustments in response to market conditions could become more frequent as companies try to adapt to the fluctuating demand.

Conclusion:
The September price hikes by cement companies may face reversal due to weak demand, competitive pressures, and market dynamics. Nuvama’s report signals that while the increase was aimed at margin recovery, it may not be sustainable, particularly in regions with low demand. The future of cement pricing will depend on construction sector recovery and regional market conditions.

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Concrete

Bridge Collapse Spurs Focus on Stainless Steel

Climate change prompts stainless steel push.

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The Ministry of Road Transport and Highways (MoRTH) is turning its attention to the use of stainless steel in bridge construction to counteract corrosion, an increasing issue linked to climate change. With recent bridge collapses highlighting the vulnerability of existing infrastructure to corrosion and extreme weather events, the ministry is promoting the adoption of durable materials like stainless steel to ensure the longevity and safety of India’s critical transport infrastructure.

Key Points:

Bridge Collapse and Climate Change: Recent incidents of bridge collapses across the country have raised alarm over the durability of current construction materials, with corrosion cited as a leading cause. Climate change, leading to harsher weather patterns and increased moisture levels, has accelerated the deterioration of key infrastructure. This has prompted MoRTH to consider long-term solutions to combat these challenges.

Corrosion: A Growing Concern: Corrosion of structural materials has become a serious issue, particularly in coastal and high-moisture regions. The Ministry has identified the need for a more resilient approach, emphasizing the use of stainless steel, known for its resistance to corrosion. This shift is seen as crucial in ensuring the longevity of India’s bridges and reducing maintenance costs over time.

Stainless Steel for Bridge Construction: Stainless steel, while more expensive initially, offers long-term savings due to its durability and resistance to environmental factors like moisture and salt. The Ministry is advocating for the material’s use in future bridge projects, particularly in areas prone to corrosion. Stainless steel is seen as a solution that can withstand the pressures of both natural elements and increasing traffic loads.

Government’s Proactive Steps: The government, through MoRTH, has started consulting with experts in the field of metallurgy and civil engineering to explore the expanded use of stainless steel. They are considering updates to construction standards and specifications to incorporate this material in new and rehabilitated infrastructure projects.

Economic Considerations: Although the initial investment in stainless steel may be higher than conventional materials, the reduced need for repairs and replacements makes it a cost-effective option in the long run. This approach also aligns with the government’s push for sustainable infrastructure that can withstand the test of time and climate change effects.

Future of Indian Infrastructure: With the push for stronger, more durable infrastructure, the Ministry’s move to adopt stainless steel for bridge construction marks a shift towards building climate-resilient structures. The use of this material is expected to not only enhance the safety and longevity of bridges but also reduce the financial burden on the government for constant repairs.

Industry Perspective: The stainless steel industry sees this shift as an opportunity to expand its market, particularly in the infrastructure sector. Stakeholders are engaging with the government to demonstrate the benefits of stainless steel, advocating for its increased use not just in bridges but across various infrastructure projects.

Conclusion: In response to the growing threat of climate change and its impact on infrastructure, the Ministry of Road Transport and Highways is prioritizing the use of stainless steel in bridge construction to combat corrosion and ensure the long-term durability of critical transport structures.

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