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Regional trends in cement

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North: Slipping in Rajasthan

Prices slipped in Rajasthan by Rs20-25/bag due to weak demand. Ongoing electoral processes and sand shortage has led to a weakening in demand. Companies are planning further hikes, and demand may improve once elections are over and sand supplies ease up. Price hikes of Rs 25-30/bag have been announced for the first week of December, but the implementation remains a challenge.

November volumes are expected to be weak and the much expected post-Diwali demand recovery has not happened. Funds crunch, sand shortage and labour unavailability continue to weigh on cement demand.

South: Price hikes fail to sustain

Prices were hiked to record levels in all four southern states in the second week of September. However, prices have slipped below 2QFY14 averages in all regions. AP continues to remain under pressure with prices in the non-trade segment receding sharply back to 230-235 levels. In Bangalore too, the gap between trade and non-trade prices has widened; Rs 55 from Rs 30 in early November.

Demand remained weak in AP and TN. In TN, slowdown in government projects is the key driver, while AP remains subdued due to the ongoing political uncertainty. Given sliding prices despite production cuts, further declines are very likely, especially in AP and Karnataka.

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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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