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The impact is clear: 40 per cent lower CO2 missions from cement

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The maths is simple: replace 30 per cent of clinker with calcined clay for up to a 40 per cent reduction in CO2 emissions. It’s smart, it’s efficient, and it’s something almost every cement manufacturer could do right now. Steven Miller, Global Process Line Manager at FLSmidth, shares insights on the naturally occurring mineral that is set to accelerate the green transition of cement.

With 7 per cent to 8 per cent of all global carbon emissions coming from cement production, the pressure is rising. Environmental regulations grow progressively more demanding. Financiers shy away from emissions-intensive investments. And around the world, citizens, governments, and a broad range of other organisations are calling for action on climate change. For the cement industry, it’s the perfect storm – and it calls for innovation and ingenuity. Right now, there is no substitution at scale for concrete. But we all know we can’t continue our current practices. To meet our sustainability commitments in line with the Paris Agreement, we need to make some radical shifts. This challenge presents a new opportunity for a centuries-old material combined with 21ˢᵗ century technology.

Step one: Cut the clinker factor
The science of the cement manufacturing process is well known. Reducing energy consumption and switching from fossil fuels to carbon neutral alternative fuels have the capability to cut CO2 emissions by up to ~35 per cent. But the majority of the CO2 coming from the manufacturing process occurs during limestone calcination. In the future, we hope these emissions will be captured before entering the atmosphere, but right now that technology is still some way off widescale availability. Instead, we have a more accessible solution: Cut the clinker factor – i.e. the quantity of clinker used in the cement mix.

For many years, cement manufacturers around the world have been doing just that. Fly ash from coal fired power plants, blast furnace slag from iron and steel manufacturing, and a range of other natural and manmade pozzolans have helped cement manufacturers achieve clinker factors as low as 0.4 for some cement types.

However, these low clinker factors are not possible across the board. They are highly dependent on local availability. And as coal-fired power is phased out and iron and steel producers work to reduce their environmental impact, the availability of these industry by-products will fall away altogether. What we don’t want is to see the clinker factor increasing again, along with emissions.

Fortunately, we have an alternative. A widely available, naturally-occurring mineral can be activated into a supplementary cementitious material that can replace 30 per cent of clinker and eliminate up to 40 per cent of CO2 emissions.

In some cases, an even higher percentage of clinker replacement is possible. Best of all, the technology to incorporate it into your process already exists. It has a low ROI, and it’s actually cheaper to manufacture than clinker. What are we talking about?

Calcined Clay – the future of green cement
Clay is found almost everywhere in the world, making it a natural solution in regions where a lack of limestone availability drives up the cost of cement. With the right treatment, it makes an excellent replacement for clinker. You may even be able to use some of the equipment you already have on site, further reducing your investment.

The process is simple. We use the best available technologies from the cement and mining industries to optimise clinker substitution while maintaining cement quality.

This begins with our established ET dryer crusher, which is especially designed for materials like clay with up to 40 per cent moisture content. Using waste gases from the preheater, feed material is dried and crushed in one operation, achieving both the required fineness and a free moisture content of just 1 per cent by the time the clay enters the preheater.

From the dryer crusher, the material is fed to the 2-stage preheater/calciner system for calcination. It’s important to note that any fuels you fire in your existing calciner can be used in the clay calciner, including up to 100 per cent waste fuels.

What colour should green cement be?
Perhaps in the future, the natural red colour of calcined clay will be a sign of a green cement. For now, however, our clay calciner includes colour control technology to ensure the final result is traditional cement grey. This will ensure easy adoption by the cement industry’s customers who have had many decades of building grey buildings, bridges and roads – and may need additional time to change their perspective on colour.

The calciner is engineered for consistent clay activation. This ensures you get the uniform product quality that enables you to substitute more clinker in your cement product. After the activated clay has been collected in the bottom stage of the calciner, it is sent to a reducing zone where the colour control process takes place. From there the clay is introduced to a series of cooling cyclones to attain a final product temperature in the range of 100 – 120˚C. Cooling is achieved using fresh air, which is then heated by the cooling clay and recovered for use as combustion air in the calciner. This is significantly more efficient than water cooling and ensures the lowest possible fuel consumption.

Elimi nate f ossil f uels by electrif ying clay calcination To further decarbonise the cement industry, FLSmidth and a series of leading industry experts have formed a new partnership called ECoClayTM.

To reduce CO2 emissions from cement production by up to 50 per cent, the ECoClay partners will develop and commercialise the technology needed to replace fossil fuels in the calcination of clay by fully electrifying the process.

Led by FLSmidth, the global ECoClay partners include US-based industrial heating expert Rondo Energy, cement producers VICAT from France and Colombian Cementos Argos, and the Technical University of Denmark.

Based on the shared research and tests on hightemperature electric heat generation, storage solutions and renewable grid integration, the ECoClay partnership will build a pilot plant at FLSmidth’s R&D Center in Denmark. The consortium will seek to demonstrate how the ECoClay process is superior to the conventional combustion processes, has a smaller physical footprint on site and significantly lower emissions of air pollutants.

According to the project plan, the ECoClay partners expect to be able to commence construction of the first full-scale electric clay calcination installation by the end of 2025.

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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