Displaying items by tag: Holcim

Ecuador: Holcim Ecuador has appointed Ivanoff Rojas as production manager at its Guayaquil cement plant.

Rojas previously held a number of production roles for Cementos Pacasmayo in Peru from 2012 to early 2025. Prior to this he worked for companies including Cementera del Perú, Cementos Selva, Cementos Tequendama and Sika Perú. He trained as a chemical engineer at the Universidad Nacional del Callao and holds a master’s degree in engineering from the Tecnológico de Monterrey.

Anhui Conch Cement held an event in Wuhu, China, this week showcasing its new artificial intelligence (AI) model for the cement sector. The cement company and Huawei started the project in April 2024 with the support of the China Building Materials Federation. The companies say they have now identified over 200 “promising AI application scenarios across 15 categories” across the entire production process from quarrying to packaging and logistics. Conch has set up an AI training centre using the Huawei Cloud Stack product. It is using Huawei’s Pangu prediction, computer vision (CV) and natural language processing (NLP) models to create an AI operating system that integrates central training, edge inference, cloud-edge synergy, continuous learning and ongoing optimisation.

Thankfully Huawei gave some examples of what this actually meant for operators in the real world. The model is able to give real-time recommendations of key quality features enabling the prediction of three-day and 28-day clinker strength. The predicted strength values closely match test results, with deviations within 1MPa and an accuracy rate exceeding 85%. Other benefits include reducing kiln fuel consumption by 1%, monitoring and managing various components and machines along the production line, staff safety gains and creating a ‘smart digital assistant’ that can answer technical questions from employees.

Little of this seems particularly novel, so far, compared to what other companies are already doing in this field. For example, ABB said in early 2022 that it was using machine learning to predict 28-day strength on the day of sampling and in 2023 that it was doing it using production data provided every two - three hours. Another example is the work that Inform does using AI-based software to support logistics for heavy building materials. Plenty of other western-based companies also offer production optimisation and/or predictive maintenance products.

Conch’s use of an NLP model to create a knowledge base assistant does seem new for the cement sector. Although how specific the software running it might be to one business or industrial area remains to be seen. One could easily imagine this kind of product being sold to lots of different kinds of industries in the manner of current enterprise style software. Along these lines though, Juan Beltrán, digital manager of global sales excellence at Holcim, told McKinsey in an interview about Holcim’s pilot project in Spain testing an AI-enabled copilot customer-ordering assistant via WhatsApp.

Recent events in AI for the cement sector include ABB’s agreement to work with UK-based Carbon Re in late 2024. This collaboration was intended to combine ABB's expertise in automation and process control with Carbon Re's AI and machine learning technologies. It followed a pilot at a cement plant in the Czech Republic. On the producer side, Holcim said in mid-2024 that it was preparing to expand the use of AI-based software to 100 production plants by 2028. It noted that it had installed the system at 45 plants so far at the time of this announcement and that it was using a predictive maintenance solution from software supplier C3 AI. Titan Cement said that it had invested in Spain-based AI software supplier Optimitive in February 2025. Then, Cemex announced this week that it too had invested in Optimitive, via its corporate venture capital arm Cemex Ventures. Molins has also worked with Optimitive.

What isn't being disclosed much are the examples of the mistakes of introducing AI into cement production. These are valuable learning opportunities for any company implementing this kind of software. However, the developers and cement producers are extremely unlikely to admit anything publicly. Global Cement Weekly has heard off-the-record information previously about AI projects at cement plants that have gone wrong but we can’t reveal it either. To his credit though Beltrán mentions an incident, in his interview with McKinsey, where the WhatsApp ordering assistant was tricked during testing into almost placing an order for a truck of gazpacho soup!

We’re still watching how AI is being deployed in heavy industries such as cement. The announcement by Conch is exactly the kind of thing its peers are doing around the world. So far what they’ve done is impressive but not unique. Yet, China’s large but shrinking cement sector and its determination to develop its own AI-based software sector may start to deliver more cutting-edge advances in the future. Companies elsewhere are also pressing ahead to find out how AI products will deliver efficiency gains.

Canada: Lafarge Canada has appointed Edgardo Rivas as the plant manager of its Brookfield cement plant in Nova Scotia.

Rivas previously worked as a Maintenance Manager for Lafarge Canada from 2023. Before this he held maintenance and engineering roles for Cementos Argos in Honduras from 2015 to 2023. Notably, he was the plant manager of the Río Blanquito grinding unit from 2017 to 2023. Before this, he held positions with Industria Venezolana de Cemento in Venezuela from 2009 to 2015. Rivas holds an undergraduate degree in mechanical engineering from the Universidad Simón Bolívar.

Switzerland: Holcim reported stable net sales of €5.89bn in the first quarter of 2025, down by 0.8% year-on-year from €5.93bn. North America recorded a good start to the year despite unfavourable weather conditions, while Latin America delivered further profitable growth, driven by an 8% rise in local currency. Europe continued strong recurring EBIT growth and margin expansion, and Asia, Middle East and Africa recorded double-digit recurring EBIT growth, led by North Africa. Holcim expects the good momentum to continue with strong demand in North Africa, a positive outlook in Australia and price recovery in China.

Net sales of its low-carbon ECOPlanet cement represented 29% of cement sales, up from 26% year-on-year. Holcim said it is “well-positioned to navigate the current economic uncertainty” and confirmed its 2025 guidance of mid-single digit net sales growth in local currency.

US: Titan America has appointed Jason Morin as the president of its Florida-based division. He succeeds Randy Dunlap in the post. Dunlap will continue to work for Titan America as Executive Director, Growth & Strategy.

Morin started his career in the cement sector when he joined Holcim in 2001. He held the roles of production manager, plant manager, Vice President of Environmental & Government Affairs and Vice President of Manufacturing for the company. He joined Summit Materials’ Continental Cement division in 2015. Then in 2021 he became the CEO of Black Mountain Sand, where he worked until 2023. After this he founded Rearden Advisors, a consultancy providing industrial clients with advisory services in the areas of operational excellence and strategic mergers and acquisitions. Prior to 2021, Morin was an officer in the US Army and worked for General Electric in strategic sourcing and operations leadership roles. He holds a bachelor’s degree from Clarkson University in engineering and management and a master’s of business administration from Missouri State University.

Titan America’s Florida Business Unit includes the Pennsuco cement plant and adjacent aggregate plant, as well as 40 ready-mix concrete plants, three quarries, eight concrete block plants, two fly ash plants, along with rail and marine import terminals.

US: Carbon Upcycling Technologies has appointed Markus Kritzler as its Chief Revenue Officer.

Kritzler previously worked as Head of Group Strategy at LafargeHolcim in the mid 2010s. He later became the Director of Strategy, Marketing and Innovation at Holcim México. More recently he was the managing director of Ingenia Capital in Mexico. Kritzler holds a degree in industrial engineering from the Universidad Iberoamericana Ciudad de México and a master of business administration from the University of Virginia Darden School of Business.

Carbon Upcycling sells technology that enhances supplementary cementitious materials through methods such as capturing and utilising CO₂ emissions.

UK: Holcim UK has published a report called ‘Making Sustainable Construction a Reality’ outlining its plans to support sustainable construction following a survey. It details trends shaping construction and the five commitments the company is making to ensure it reaches a more sustainable future. The key areas include: decarbonisation; circular economy and waste reduction; smarter construction; people and communities; and integrating nature.

The research, involving 2000 participants, revealed that 41% of the group thought that the UK’s urban spaces are currently built sustainably. In addition, 82% of the group believed there should be more access to green spaces across the country, 69% thought that the government should take the lead in driving sustainable action and 54% also held the opinion that businesses must play a key role. Finally, 80% wanted companies to be more transparent about their sustainability policies.

Lee Sleight, CEO at Holcim UK, said “Our research indicates that many recognise the need to incorporate more green spaces across the nation. Yet, it is clear that the government and businesses must work together to achieve this.” He added that the subsidiary of Holcim is addressing the challenges identified through methods such as accurate reporting, higher usage of alternative fuels, its sustainable product ranges and its ongoing Nature Strategy. Projects part of the latter initiative include planting a 64 hectare woodland at Glensanda Quarry in Scotland.

Bangladesh: Holcim has reaffirmed its commitment to the Bangladeshi market and expressed interest in ‘expanding sustainable operations’ in the country, BD News 24 has reported. The remarks arose in a meeting between Martin Kriegner, Holcim Executive Committee member and Regional Head for Asia, the Middle East, and Africa, and interim government Chief Advisor Muhammad Yunus on 9 April 2025.

"We are thankful to the government for providing continuous support to enable us to produce world-class products in Bangladesh," said Kriegner. He suggested that ‘ongoing carbon capture initiatives’ in other countries may form the basis for the local introduction of carbon capture technologies in Bangladesh.

Holcim, the parent company of LafargeHolcim Bangladesh, has been operating in Bangladesh since 2000 and runs the country’s only integrated cement plant in Sunamganj Districts’s Chhatak Upazila.

President Trump said he was going to do it… and he did. The US announced tariffs on most imports on 2 April 2025 that took effect from 5 April 2025. So, once again, we ask what the consequences of this might be upon the cement sector.

Table 1: Estimated burden of US tariffs on selected countries importing cement based on 2024 data. Source: Based on USGS data.

Global Cement Magazine Editorial Director Robert McCaffrey posted a similar table to the one above on LinkedIn on 4 April 2025. It applies the new import tariffs to the value of imported hydraulic cement and clinker to the US in 2024 as reported by the United States Geological Survey (USGS). As such it gives us a starting idea of how the new tariffs might change what happens in 2025. For an idea of the volumes of cement imported to the US in recent years refer to the graph in GCW695.

However, a couple of key caveats were pointed out by commentators to that LinkedIn post. Marty Ozinga noted that the values from the USGS are customs values. Crucially, he said that the tariffs will be charged upon the FOB value of cement at the point of origin and not on the transport costs. This is significant because the cost of moving the cement can sometimes be more than half the total values reported in the table for certain countries. Another commentator wanted to make it clear that tariffs on imports are imposed upon the supply chain and are paid somewhere along it, typically by end users, rather than the originating country. Elsewhere, the feeling was very much one of waiting to see what would happen next and how markets would reorder.

Taken at face value, the first takeaway from Table 1 is that the variable tariffs disrupt the competitiveness of the importers. Any importer from a country with the lowest rate, 10%, now has an advantage over those with higher ones. Türkiye seems to be the obvious winner here as it was both the largest importer of cement in 2024 and it has the lowest rate. Vietnam appears to be a loser with a massive 46% rate. Canada and Mexico may have problems with a 25% tariff but how their cement gets to the US market may make a big difference as Ozinga mentions above. And so it goes down the list. What may be significant is how the order of the importers further down the list changes. For example, Algeria has a 30% rate compared to Egypt’s 10%. Both nations exported a similar volume of cement to the US in 2024.

The first casualty of the last week has been market certainty. The US announced the tariffs and stock markets slumped around the world. They started to revive on 8 April 2025 as the US government made more reassuring noises about trade talks but this was dampened by renewed fears of a US - China trade war. The orthodox economic view is that the US tariffs are increasingly likely to cause a recession in the US in the short term regardless of whether they have a more positive effect on the longer one. This view can be detected in former PCA economist Ed Sullivan’s latest independent report on the US economy. He acknowledged the fairness argument the US government has made, but warned of stagflation.

On the US construction market, prices look set to rise in areas that previously relied on imports or are near to them. Cement companies in the US should be able to sell higher volumes as some level of domestic production outcompetes imports. The sector produced 86Mt in 2024 and has a capacity of 120Mt/yr giving it a utilisation rate of 72%. It imported 20 - 25Mt of cement in 2024. One sign of this happening might be renewed investment in local capacity through upgrades, new lines and even new plants. However, a recession would reduce overall consumption. On the equipment side, there is likely to be a similar readjustment between local and foreign suppliers. Certainly, if the tariffs stick around then more non-US companies may be tempted to set up local subsidiaries and /or manufacturing bases if conditions permit. For example, note JCB’s doubling in size this week of a plant it is building in Texas. One interesting situation might occur if a US cement company wants to build a new production line. All the likely suppliers, at present at least, appear to be based outside of the US.

Finally, despite everything, Holcim declared this week that it had completed a $3.4bn bond offering ahead of the impending spin-off of Amrize in the US noting “strong investor interest in the future company.” It wants to shore-up confidence ahead of the creation of the new company at some point in the first half of the year. Holcim’s CEO said previously that he didn’t expect any blowback from tariffs as the company was a local business in the US. What may be worth watching for is whether the current disruption to stock markets causes any delays to the creation of Amrize.

The current situation with the tariffs is prompting a rapid-revaluation of the US construction market and the wider economy. US-based building materials companies look set to benefit but there may be disruption along the way. Foreign companies supplying the sector may well experience sharp changes in circumstances depending on how tariffs reorder supply chains. Prices for end-users look set to rise. We live in interesting times.

For Ed Sullivan’s take on the US cement sector read his article in the May 2025 issue of Global Cement Magazine

Spain: Holcim, IGNIS P2X and Exolum have launched Eco2fly, a project to convert industrial CO₂ emissions into sustainable aviation fuel at Holcim’s Villaluenga de la Sagra plant in Toledo. The facility will capture over 700,000t/yr of CO₂ from the plant’s cement production process and convert it into 100,000t/yr of sustainable aviation fuel using ‘green’ hydrogen. The remaining CO₂ will be stored in geological repositories. Over its first 10 years, the project will reportedly avoid more than 6.5Mt of CO₂ emissions.