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The Future of Gypsum

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ICR charts out the evolution of gypsum and the role it plays in manufacturing in a bid to understand the economics of sustainability in cement production.

The word gypsum is derived from the Greek word ‘gypsos’ meaning ‘plaster.’ The quarries of the Montmartre district of Paris have long furnished burnt gypsum (calcined gypsum) used for various purposes, this dehydrated gypsum became known as plaster of Paris. The ability to harden or set when added with water makes it a very useful mineral for construction. In the mid-18th century, Gypsum was found to have great capabilities as a fertiliser. It is this connection as a fertiliser that today the world over phospho gypsum is now available aplenty as a by-product from fertiliser plants, and which can be gainfully used as an additive in the cement making process, replacing mineral gypsum.
The production of phosphate fertilisers requires breaking down calcium-containing phosphate rock with acid, producing calcium sulphate waste known as phospho-gypsum (PG). Similar is the case with the desulphurisation process of flue gas (to take out the SOx from the emissions) from power plants when natural limestone is used for this process resulting in FGD gypsum as the bi-product. This product is pure enough to replace natural gypsum in a wide variety of fields including drywalls, water treatment and cement set retarder.

Sustainability ahead
As a sustainability initiative, replacing natural gypsum scores better, but first let us understand the role of gypsum in the cement to concrete process.
The main purpose of adding gypsum in the cement is to slow down the hydration process of cement once it is mixed with water. The process involved in hydration of cement is that, when the water is added into cement, it starts reacting with the C3A (tricalcium aluminate, which is the main component of Portland cement) and hardens. The time taken in this process is very less, which doesn’t allow time for transporting, mixing and placing. When gypsum is added into the cement and water is added to it, reaction with C3A particles takes place to form ettringite. This ettringite is initially formed as very fine-grained crystals, which form a coating on the surface of the C3A particles. These crystals are too small to bridge the gaps between the particles of cement. The cement mix therefore remains plastic and workable. The time allowed for mixing, transporting and placing plays an important role in strength, composition and workability of concrete. As gypsum retards the process of hydration, it is termed as retarding agent of cement.
The role of gypsum in concrete making can be summarised as follows:

  1. Gypsum prevents flash setting of cement during manufacturing.
  2. It retards the setting time of cement.
  3. Allows a longer working time for mixing, transporting and placing.
  4. When water is mixed to cement aluminates and sulphates react and evolve some heat but gypsum acts as coolant and brings down the heat of hydration.
  5. Gypsum cements possess considerably greater strength and hardness as compared to non-gypsum cement.
  6. Water required in gypsum based cement for the hydration process is less.
    The use of gypsum as an additive in cement ranges from 2.5 to 5 per cent.
    In its natural form, gypsum can be found as thick layers in shale and as attractive crystals. No gypsum deposits are 100 per cent pure. It is usually found with deposits of a combination of the following: limestone, sand, shale, anhydrite and sometimes rock salt. To be a commercial deposit, gypsum content should be at least 75 per cent. But as mines get old the percentage of gypsum could be as low as 45 per cent in many of the natural deposits.

Logistically speaking
Gypsum mines or deposits can be found all over the world, but Spain, Thailand, United States, Turkey, Russia, UAE, Oman and Chile are the leading producers. India has deposits mainly in Rajasthan and that makes the logistics cost play an important role in the use of gypsum in cement and concrete in India. There are two components to be seen, the percentage of gypsum in the mineral (purity) that one is transporting and therefore total cost of moving it when compared with other forms of gypsum, which could be non-mineral, from synthetic or anhydrous to simply the spent acid or other forms of industrial or chemical waste.
The desulphurisation process itself now being made mandatory for all coal fired power plants creates an enormous opportunity for non-mineral gypsum to be used in cement. But the economics could be very tricky. Let us see the cost dynamics in some details as this could be the most sustainable way for producing gypsum for cement and concrete.
It is calculated that a 500 MW power plant would need 40,000T of limestone annually to take care of the SOx emissions through the desulphurisation process. This would amount to about 12 million tonne of limestone consumption (less than 3 per cent of the total limestone use per year) for the entire power generation of India. But the economics would lie in transportation. Even if limestone is available free of cost, the transportation cost including handling and royalty beyond 250 km could rise to Rs 1000/T as the landed cost at the power plant. The FGD gypsum after production would need to be transported to the cement grinding unit, which if more than 250 km would again cost the same. Thus the FGD gypsum would then compete with phospho gypsum, which is available aplenty in fertiliser or phosphate plants.
As these options compete with each other, use of natural gypsum would subside as the
enormous logistics cost of either importing it or transporting it across India would not be sustainable in the future.

Procyon Mukherjee

Concrete

Jefferies’ Optimism Fuels Cement Stock Rally

The industry is aiming price hikes of Rs 10-15 per bag in December.

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Cement stocks surged over 5% on Monday, driven by Jefferies’ positive outlook on demand recovery, supported by increased government capital expenditure and favourable price trends.

JK Cement led the rally with a 5.3% jump, while UltraTech Cement rose 3.82%, making it the top performer on the Nifty 50. Dalmia Bharat and Grasim Industries gained over 3% each, with Shree Cement and Ambuja Cement adding 2.77% and 1.32%, respectively.

“Cement stocks have been consolidating without significant upward movement for over a year,” noted Vikas Jain, head of research at Reliance Securities. “The Jefferies report with positive price feedback prompted a revaluation of these stocks today.”

According to Jefferies, cement prices were stable in November, with earlier declines bottoming out. The industry is now targeting price hikes of Rs 10-15 per bag in December.

The brokerage highlighted moderate demand growth in October and November, with recovery expected to strengthen in the fourth quarter, supported by a revival in government infrastructure spending.
Analysts are optimistic about a stronger recovery in the latter half of FY25, driven by anticipated increases in government investments in infrastructure projects.
(ET)

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Concrete

Steel Ministry Proposes 25% Safeguard Duty on Steel Imports

The duty aims to counter the impact of rising low-cost steel imports.

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The Ministry of Steel has proposed a 25% safeguard duty on certain steel imports to address concerns raised by domestic producers. The proposal emerged during a meeting between Union Steel Minister H.D. Kumaraswamy and Commerce and Industry Minister Piyush Goyal in New Delhi, attended by senior officials and executives from leading steel companies like SAIL, Tata Steel, JSW Steel, and AMNS India.

Following the meeting, Goyal highlighted on X the importance of steel and metallurgical coke industries in India’s development, emphasising discussions on boosting production, improving quality, and enhancing global competitiveness. Kumaraswamy echoed the sentiment, pledging collaboration between ministries to create a business-friendly environment for domestic steelmakers.

The safeguard duty proposal aims to counter the impact of rising low-cost steel imports, particularly from free trade agreement (FTA) nations. Steel Secretary Sandeep Poundrik noted that 62% of steel imports currently enter at zero duty under FTAs, with imports rising to 5.51 million tonnes (MT) during April-September 2024-25, compared to 3.66 MT in the same period last year. Imports from China surged significantly, reaching 1.85 MT, up from 1.02 MT a year ago.

Industry experts, including think tank GTRI, have raised concerns about FTAs, highlighting cases where foreign producers partner with Indian firms to re-import steel at concessional rates. GTRI founder Ajay Srivastava also pointed to challenges like port delays and regulatory hurdles, which strain over 10,000 steel user units in India.

The government’s proposal reflects its commitment to supporting the domestic steel industry while addressing trade imbalances and promoting a self-reliant manufacturing sector.

(ET)

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Concrete

India Imposes Anti-Dumping Duty on Solar Panel Aluminium Frames

Move boosts domestic aluminium industry, curbs low-cost imports

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The Indian government has introduced anti-dumping duties on anodized aluminium frames for solar panels and modules imported from China, a move hailed by the Aluminium Association of India (AAI) as a significant step toward fostering a self-reliant aluminium sector.

The duties, effective for five years, aim to counter the influx of low-cost imports that have hindered domestic manufacturing. According to the Ministry of Finance, Chinese dumping has limited India’s ability to develop local production capabilities.

Ahead of Budget 2025, the aluminium industry has urged the government to introduce stronger trade protections. Key demands include raising import duties on primary and downstream aluminium products from 7.5% to 10% and imposing a uniform 7.5% duty on aluminium scrap to curb the influx of low-quality imports.

India’s heavy reliance on aluminium imports, which now account for 54% of the country’s demand, has resulted in an annual foreign exchange outflow of Rupees 562.91 billion. Scrap imports, doubling over the last decade, have surged to 1,825 KT in FY25, primarily sourced from China, the Middle East, the US, and the UK.

The AAI noted that while advanced economies like the US and China impose strict tariffs and restrictions to protect their aluminium industries, India has become the largest importer of aluminium scrap globally. This trend undermines local producers, who are urging robust measures to enhance the domestic aluminium ecosystem.

With India’s aluminium demand projected to reach 10 million tonnes by 2030, industry leaders emphasize the need for stronger policies to support local production and drive investments in capacity expansion. The anti-dumping duties on solar panel components, they say, are a vital first step in building a sustainable and competitive aluminium sector.

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