Global Cement Newsletter

Issue: GCW731 / 15 October 2025

Headlines


This week we covered Capitol Aggregates’ order of an alternative fuels (AF) system from ATS Walter USA. The story is notable because it is an AF project for a cement plant in the US. Thermal substitution rates (TSR) of AF in the US have typically been lower than in the European Union (EU), but this could be changing.

The order was confirmed publicly at the end of September 2025. The subsidiary of ATS Group will supply a solid AF metering and conveying system to the integrated plant in San Antonio, Texas. The system will include a moving floor receiving station, chain belt conveyors, a screen and a separator, dosing equipment, an air-supported belt conveyor and an injection system. ATS Walter says that, by the end of 2026, it will have supplied four AF projects in North America. As an aside, Capitol Aggregates also mentioned in the press release that it “...views sustainability as essential to long-term success.” This sentiment is backed up by the fact that the plant built an early commercial carbon capture unit in the 2010s!

Data from the American Cement Association (ACA) revealed that the AF TSR in the US reached 16% in 2023 from 14.6% in 2022. This compares to a 58% rate in the EU in 2022. It is also worth noting that, in the US the share of gas in the cement industry energy mix rose from 25% to 31%. The ACA attributed this change to a falling price of gas. It added that the coal and petroleum share of the fuel mix fell to its lowest level since 1974. The point here is that the energy mix used by cement plants changes over time regardless of sustainability trends.

Research by LEK Consulting estimated that 60 of the 87 cement plants in the US had a TSR of below 20% in 2023. 39 of these were believed to have a TSR of under 5%. It summarised that hazardous waste and tyre-derived fuels have tended to predominate in the US compared to refuse-derived fuel (RDF) in the EU and elsewhere. LEK went on to say that its research suggested that a quarter of cement plants in the US were likely to install an AF feeding system in 2024 or 2025. This is likely to be the highest rate of AF uptake in the US cement sector to date.

The ACA reckons in its sustainability roadmap that with the right policies and regulations the country’s AF TSR could reach as high as 50%. Its policy suggestions include: reduce permitting barriers to use of so-called non-hazardous secondary materials (NHSM) fuels in industrial manufacturing; treating waste-to-industrial energy as valid recycling use; building robust recycling infrastructure and markets that incentivise the use of non-recycled material streams as industrial AF; community education and support for use of low carbon AF; and increasing the use of NHSMs to divert these materials from landfills. This can be mostly summarised as supporting the uptake of RDF through better permitting and building up the infrastructure and markets for it. LEK also identified the same issue. It called for the adoption of landfill reduction targets or zero-landfill policies by commercial and industrial waste generators. However, LEK believes that, even if this were done, current sources of high-quality RDF in the US would not be able to increase the TSR to even 20%.

News from Capitol Aggregates and others about AF projects in the US are encouraging. If LEK’s research is indicative then a step change in the TSR in the country’s cement sector is already underway. The beauty of AF usage is that it can both potentially cut fuel costs and reduce CO2 emissions. It won’t be easy as new supply chains for refuse byproducts are built and utilised. Yet, as the ACA is advocating, it is possible and worthwhile.

The 1st CemFuels Asia Conference will take place in Bangkok in February 2026 and the 19th Global CemFuels Conference will take place in September 2026 in Geneva


US: Vulcan Materials has appointed Ronnie Pruitt as its CEO with effect from the start of 2026. Tom Hill, the company’s current CEO and chair, will become its executive chair.

Pruitt holds over three decades of experience in the building materials sector. He has worked as Vulcan’s Chief Operating Officer since mid-2023. Prior to this, he was Senior Vice President for Vulcan's Southwest and Western Divisions. He joined Vulcan in 2021 with the acquisition of US Concrete, where he worked as CEO. He has also worked for Martin Marietta Materials and TXI.

Vulcan Materials produces construction aggregates and materials including asphalt and ready-mixed concrete. Its headquarters are in Birmingham, Alabama.


Spain: Maritime traffic between the ports managed by the Valencia Port Authority - Valencia, Sagunto and Gandia - and Israel rose by 25% in 2024. The ports of Valencia and Sagunto maintain a direct connection with Ashdod, 40km south of Tel Aviv. Since the start of the conflict in Gaza and until September 2025, Israel has imported more than 165,000t of white cement from the Port of Valencia, compared to virtually none in 2023, according to official data from the Port of Valencia via the El Diario newspaper. Up to 15 ships carrying white cement from Çimsa Cementos’ Buñol plant have reportedly departed from Sagunto for Ashdod. Industry experts said these exports represent around 12% of Buñol’s 700,000t/yr capacity. For comparison, Holcim’s Sagunto plant produces 110,000t/yr of white cement.


Libya: Hungary-based company Rotary International has proposed building a new cement plant in Libya as part of the country’s infrastructure reconstruction programme. The project was presented during talks in Tripoli between the company and Mustafa Al-Samou, undersecretary of the Ministry of Industry and Minerals, according to Zawya news. The ministry said in a statement that the facility will use ‘environmentally friendly’ technologies to boost local cement production, meet domestic demand and reduce reliance on imports. The talks also covered broader cooperation and investment opportunities in the building materials sector to expand industrial activity and attract foreign expertise and capital.


Kenya: Mombasa Cement plans to build a 10MW captive power plant at its Vipingo plant in Kilifi County to reduce energy costs and reliance on the national grid. The US$6.5m project will use circulating fluidised bed combustion technology to generate power from a hybrid mix of bituminous coal, cashew nut shells, wood chips and briquets, according to local press.

According to regulatory filings, the power plant will be located within the company’s existing cement complex and supply electricity directly to its production lines to ensure stable energy supply.

On 2 October 2025, Equator Energy commissioned a 10MW solar power plant at the same facility.


Australia: Zeotech has executed a non-binding memorandum of understanding (MoU) with Cement Australia to exchange information and conduct testing for the company’s AusPozz high-reactivity metakaolin product. The collaboration will assess AusPozz’s technical performance and value, alongside evaluating Cement Australia’s infrastructure and supply chain options, with the aim of advancing its commercialisation.

Cement Australia general manager sales, marketing and risk Phil Halpin said “Cement Australia is pleased to enter this arrangement with Zeotech. The company’s high-grade kaolin has strong potential as a viable feedstock for producing high-reactivity metakaolin. Our planned technical assessment of AusPozz will focus on validating its performance as a supplementary cementitious material (SCM) for low-carbon concrete applications. In parallel, Cement Australia will undertake a detailed evaluation of the infrastructure and end-to-end supply chain requirements.”

Zeotech executive director Shane Graham said “We are pleased to be partnering with one of Australia’s largest suppliers of building materials. The MoU provides a framework for ongoing collaboration aimed at accelerating the development of AusPozz and evaluating pathways toward commercial-scale production. This partnership represents an important step in supporting the decarbonisation of the built environment through the development of high-performance, low-carbon construction materials.”


India: Recycling equipment manufacturer Fornnax Technology has launched the R-MAX3300, its largest secondary shredder, at IFAT India 2025 in Mumbai on 14 October 2025. The machine is designed to process low-density waste streams such as municipal solid waste, commercial and industrial waste, bulky waste, legacy waste, wood waste and construction and demolition waste. The R-MAX3300 produces refuse-derived fuel (RDF) and solid recovered fuel (SRF) with particle sizes between 30 and 50mm.

Director and CEO of Fornnax Technology Jignesh Kundaria said “With the rising challenges of waste management in India and globally, this machine is not just a product; it’s a powerful tool for change. We engineered it to handle the most difficult waste streams with unparalleled efficiency, turning what was once considered unusable waste into a valuable resource. It directly addresses the urgent demand for effective, large-scale shredding technology that can support cement kilns and waste-to-energy facilities in achieving the desired output.”

According to the company, India currently generates over 160,000t/day of municipal solid waste. Simultaneously, the global industrial shredder market is expected to grow at a 5-6% CAGR, driven by stricter recycling regulations and increasing waste generation.


Belgium: Etex and Heidelberg Materials have joined forces on CEMLOOP XL, an industrial-scale project co-funded by the EU’s LIFE Programme that aims to revolutionise fibre cement recycling through a fully closed-loop process integrating carbon capture utilisation and storage (CCUS) technology. According to a press release by Etex, this will reduce CO₂ emissions in cement production by at least 20% and cut energy consumption in the process by 15%.

The project will combine the two companies' expertise to create a fully circular process where waste fibre cement is transformed into high-quality secondary raw material to produce low-carbon cement that will be reused in new fibre cement products. Etex, in collaboration with the Jacobs Group, is developing a recycled fibre cement paste (RFCP) process that converts waste from Etex’s production lines and the wider construction sector into reusable material and avoids landfilling. A new recycling facility in Hemiksem, near Antwerp, is under construction and scheduled for completion by mid-2026.

At Heidelberg Materials’ Lixhe cement plant in Liège, the company is implementing CCLIX, a carbonation process that treats RFCP with CO₂ captured from kiln exhaust gases. This produces carbonated RFCP (cRFCP), which regains cementitious properties and can partially replace clinker in low-carbon cement production. A dedicated carbonation reactor is set to be commissioned at Lixhe by the end of 2028.

Etex says that CEMLOOP XL will prevent 60,000t/yr of fibre cement waste, save 100,000t/yr  of raw limestone, and capture or avoid around 900kg of CO₂ for each tonne of RFCP produced. This process combines utilisation and storage in one step - the captured CO₂ becomes chemically bound within the new product, acting as a permanent CO₂ sink.

Eric Bertrand, chief innovation officer at Etex, said “By 2030, we aim for over 20% of our inputs to come from circular sources and to send zero waste to landfill. Fibre cement plays a central role in this transformation. For the first time, it will follow a fully circular journey - a milestone only made possible through strong partnerships like this with Heidelberg Materials.”


US: Çimsa has started production at its new grey cement grinding facility in Houston through its subsidiary Cimsa Americas Cement Manufacturing and Sales Corporation, according to Yatirimlar news. The plant has an annual capacity of 600,000t/yr and commanded an investment of US$82m, reportedly making Çimsa the first and only Turkish cement producer with grey cement production operations in the US.

The company, which already operates a 300,000t/yr white cement grinding plant in the country, said the new facility strengthens its position in the US market by adding grey cement production capacity.

CEO Umut Zenar said “Our goal in doing so was to transform Çimsa into a global building materials company with both geographical production diversity and a differentiated product range. During this process, we strengthened our existing operations while continuing our path with international acquisitions and new investments. With the acquisition of the Bunol factory in Valencia, Spain, which we completed in 2021, we became the world's second largest producer in the white cement market. Then, with the Mannok investment we completed in 2024, we strengthened our presence, especially in Ireland and the UK, and accelerated our transformation with the new products we added to our portfolio. Today, we are happy to launch our new investment in the USA. We have been present in the US market for a long time through exports. This new investment, which we have implemented within our US-based company, is a turning point for us. We are no longer a brand that only exports to the USA, but also a player with on-site production power. In this way, we gain logistical advantages and offer much more to our customers. We will be able to provide fast and efficient service. We also aim to increase our sales volume and strengthen our market position with our local manufacturing capabilities in the US. It will also contribute to increasing the share of our foreign currency-based revenues.”


Bolivia: The municipal government of Santa Cruz de la Sierra has signed an agreement with Itacamba Cemento to recycle thousands of end-of-life tyres (ENDTs) into alternative fuel for cement production, according to the El Deber newspaper. The initiative was implemented through the Municipal Waste Management Company (Emacruz).

Under the agreement, discarded tyres collected from landfills will be transformed into thermal energy for use in Itacamba’s cement kilns, reducing waste and fossil fuel consumption. The tyres will be incinerated at temperatures exceeding 1400°C, with monitoring and gas-capture systems employed to prevent harmful emissions.

Mayor Jhonny Fernández said “We guarantee the responsible disposal of thousands of tonnes of tyres that would otherwise cause pollution or become breeding grounds for diseases like dengue. This is our tangible contribution to a healthier environment and better quality of life for our citizens.”

Itacamba Cemento general manager Marcelo Morales said “Co-processing is a globally recognised waste management method that complies with the waste hierarchy. Our kiln enables the complete and safe destruction of non-recyclable materials.”


Japan: Austria-based UNTHA shredding technology has appointed Sun Earth as its official partner for regional sales, system design and service of its industrial shredders in Japan. The agreement expands UNTHA’s global presence to around 40 countries. The partnership responds to rising demand for environmental technologies in Japan, particularly for waste-to-energy and recycling applications. UNTHA’s XR, ZR and RS shredder models will support the production of refuse-derived fuels and the recycling of valuable materials.


Germany: Economy Minister Katherina Reiche has announced a €6bn industrial decarbonisation initiative that, for the first time, includes carbon capture and storage (CCS) technologies within the country’s climate protection contracts. The programme targets energy-intensive industries such as cement, as Germany navigates stringent climate targets amid concerns over industrial competitiveness. Companies have until 1 December 2025 to register projects for next year’s bidding round, which is scheduled to begin in mid-2026, pending parliamentary budget approval and EU state aid clearance, according to Reuters.

Under 15-year contracts, the government will subsidise part of the cost for companies transitioning to low-carbon production, protecting them from energy and carbon price volatility. Contracts will be awarded through competitive auctions, prioritising projects with the lowest subsidy per tonne of CO₂ saved, alongside binding emission-reduction milestones. Industry groups have welcomed the inclusion of CCS and the flexible contract design, describing the programme as a pragmatic step toward reconciling climate objectives with the economic pressures facing German industry.


UAE: Asian Paints has announced that its subsidiary, Asian White Inc. FZE, has begun commercial production at its new white cement manufacturing facility in Fujairah. The plant, has an initial capacity of 265,000t/yr, and marks Asian Paints’ entry into the white cement market as part of its broader diversification and international growth strategy. It previously announced its proposed entry into the white cement market back in 2022.


Brazil: The cement industry closed the third quarter of 2025 on a positive note, with sales reaching 6.1Mt in September 2025, up by 4.6% year-on-year. From January to September 2025, cumulative sales stood at 50.3Mt, representing 3% year-on-year growth, according to preliminary figures released by the National Union of the Cement Industry (SNIC). The sector’s performance reflected mixed economic signals, with a robust labour market balancing the effects of high interest rates, rising defaults and elevated household debt. The unemployment rate fell to 5.6% in the quarter ending in August 2025, alongside record levels of formal employment and wage growth of 1.4%.

Despite these gains, overall economic activity has shown signs of slowing in the second half of 2025, with industry confidence stabilising in September 2025 after three months of decline. Given this context, SNIC projects a moderate 2% increase in cement consumption for 2025, supported by continued demand from housing and infrastructure projects.

“The cement industry demonstrates resilience by maintaining positive performance based on a sales recovery that began in 2024,” said Paulo Camillo Penna, president of SNIC. “However, the increased uncertainty in the economy creates an environment of caution. Our projections for 2025 reflect this moderation, but the focus on social housing and sustainable infrastructure solutions such as concrete paving will continue to drive consumption and support Brazil’s economic, social and environmental development.”


Egypt: Deputy Prime Minister for Industrial Development and Minister of Industry and Transport Kamel El-Wazir met with cement producers to discuss production trends, recent price declines, and ways to increase capacity and restart idle production lines, according to a ministry statement. The meeting forms part of the Ministry of Industry’s plan to enhance efficiency in the cement sector and ensure sufficient supply to the local market. Officials reviewed recent price movements, local production levels, and reasons for the shutdown of certain production lines, with a view to their reactivation, according to Zawya news. Cement manufacturers continue to submit monthly production reports to the General Authority for Industrial Development (IDA), including data on licensed capacities, actual output and exports. The review showed that several companies have the technical ability to exceed their currently licensed production limits.

In response, the IDA will study applications from these producers to expand permitted capacities, aiming to optimise resource use, increase supply and stabilise market prices. The meeting also addressed the causes of plant shutdowns, including spare part shortages and ongoing renovation of production units. Some companies are upgrading their systems to align with production and efficiency standards. El-Wazir reaffirmed the Ministry’s commitment to supporting plants in overcoming technical or administrative obstacles and restoring full operational capacity. The meeting further discussed expanding the use of alternative fuels derived from agricultural and household waste to reduce production costs and environmental impact. Cement companies reportedly expressed interest in this transition, viewing it as a way to enhance competitiveness and sustainability.


Bolivia: The Santa Cruz Chamber of Construction (Cadecocruz) has warned that the 65% increase in cement prices could ‘paralyse’ public and private construction projects across the country, according to Noticias Financieras. The organisation said the increase is inflating project costs, adding pressure to an industry that is reportedly already struggling with broader material price hikes. In response, the chamber has called for cement to be included among the materials covered by Supreme Decrees 5321 and 5452 on price readjustment, arguing that the measure would help to prevent work stoppages and job losses.


India: The government has notified the Greenhouse Gases Emission Intensity Target Rules, 2025, establishing legally binding reduction targets for 282 industrial units in cement and other heavy industries. The notification was issued by the Ministry of Environment on 8 October 2025 after considering all suggestions and objections received on the draft rules, which were published on 16 April 2025. Facilities must reduce greenhouse gas emissions per tonne of output from 2023–24 baseline levels during the 2025–26 to 2026–27 compliance period.

The rules implement the Energy Conservation (Amendment) Act, 2022, which supports the creation of a domestic carbon market. Plants emitting below the target will earn tradable credits; those exceeding limits must buy credits or pay a penalty equal to twice the average credit price. The average price will be determined by the Bureau of Energy Efficiency (BEE). The Central Pollution Control Board (CPCB) will impose and oversee recovery of penalties, which must be paid within 90 days. Major cement producers including UltraTech, Dalmia, JK Cement, Shree Cement and ACC are included, with reduction targets of up to 3.4% over two years. The framework supports India’s Paris Agreement commitments and prepares exporters for mechanisms such as the EU Carbon Border Adjustment Mechanism.


Switzerland: Cement deliveries rose by 7% in the third quarter of 2025 to 0.98Mt, compared with the same period in 2024, according to data released by Cemsuisse. For the first nine months of the year, total deliveries are expected to reach 2.7Mt, up by 4% year-on-year.

The favourable interest rate environment and recovery in construction activity have reportedly supported demand. “After the slight decline last year, the trend is encouraging,” said Stefan Vannoni, director of Cemsuisse. “Despite some uncertainties in the civil engineering sector, we can currently expect supply volumes to stabilise in 2025.”

Cemsuisse added that the figures highlight the resilience of local cement production, which relies on domestic raw materials and reduces Switzerland’s dependence on foreign suppliers.

Between January and September 2025, 34% of deliveries were made by rail and 66% by road. “The Confederation’s climate policy goals should also be reflected in SBB’s actions: it is therefore urgent to improve planning reliability in rail freight transport,” Vannoni said.


Côte d’Ivoire: Dangote Cement Côte d’Ivoire has officially inaugurated its new 3Mt/yr cement plant in Attingué PK24, around 30km from Abidjan. The US$176m investment is reportedly expected to generate over 1000 direct jobs. The 50-hectare facility is located strategically to reduce logistics costs, and will serve major urban areas more efficiently, helping to stabilise cement prices and improve availability, according to La Nouvelle Tribune.

Construction began 10 years ago, and Dangote Cement now plans a gradual production ramp-up.


US: Silvi Cement, a division of Silvi Materials, has announced a significant expansion of its cementitious materials distribution network, with new facilities in North Carolina and Ohio.

The company has opened a temporary cement rail load-out facility at the deep-water port of Morehead City, North Carolina, now fully operational for pickup and delivery. Construction is also underway on a major cement import terminal at the same site, scheduled to open in 2027. The upcoming terminal will feature two 100,000t domes for Type I/II low-alkali cement and Grade 120 slag, with round-the-clock truck loading and direct rail loadout capabilities.

Silvi is simultaneously developing a large-scale, rail-served cement distribution terminal in Central Ohio, expected to open in spring 2026. Designed to handle over 250,000t/yr, the facility will distribute Type I/II low-alkali cement and Grade 120 slag to meet rising demand across the Midwest. Until the Morehead City domes are completed, both terminals will be supplied by rail from Silvi’s flagship cement terminal in Bristol, Pennsylvania, which houses three domes with a combined storage capacity of 165,000t.


Saudi Arabia: Northern Region Cement Company (NRCC) has announced the signing of a contract for the construction of a US$8.7m, 20MW solar power plant in Turaif City. The plant will be supplied by Sinoma Overseas Development. The company says that the contract is in line with Saudi Vision 2030 and the company’s strategy to increase the use of renewable energy. Construction will take place over 10 months, with operations expected to begin in late 2026.

Sinoma Overseas Development will carry out the full scope of engineering design, procurement, supply and delivery during the contract duration time, in addition to civil construction, installation and commissioning.


US: ATS Walter USA has announced that it will supply Capitol Aggregates’ San Antonio cement plant with a metering and conveying system for solid alternative fuels (AF), with the aim to improve fuel handling and decrease CO2 emissions at the plant. The system includes a DoseaFloor moving floor receiving system, chain belt conveyors, separator and screen, Doseahorse dosing equipment, Walt’Air air-supported belt conveyor and injection system. The project, to be completed by the end of 2026, will be ATS Walter USA’s fourth AF project in North America.


Senegal: Aliko Dangote, founder and chair of Africa’s largest cement producer Dangote Cement, met with Senegal’s President Bassirou Diomaye Faye on 8 October 2025 to discuss industrial opportunities in the country. The conversation reportedly aligns with Senegal's 2024 – 2029 National Development Strategy to enhance private sector participation.

During the meeting with President Faye, which was also attended by Okey Oramah, President of Afreximbank, Dangote expressed interest in financing and developing projects across the industrial energy and fertiliser sectors. Dangote Cement already operates a 1.5Mt/yr integrated cement plant in Pout, Thiès Region.


France: Heidelberg Materials has launched a new range of its Socli lime product that contains hemp. The product is available in two binder and two coating formulations that combine natural hydraulic lime and plant fibres. Formulated for hempcrete bio-based concrete applications, on vertical walls or for insulating intermediate floors, its high lime content increases durability, according to the producer.

Heidelberg Materials says that the Socli lime range is especially suited to the restoration of historic buildings, as it guarantees breathable walls and healthy indoor air, and prevents mould, while providing thermal and acoustic insulation. The absence of cement further increases hygrometric regulation and thermal insulation.


India: There was ‘significant’ disruption at a public hearing in Visakhapatnam, Andhra Pradesh, on 8 October 2025 due to local people protesting against the development of a new cement plant by Ambuja Cements. Police deployed but in insufficient numbers to stop protesters from rushing the stage with banners and throwing furniture.

The protesters said that local people already suffer from high pollution levels and that they ‘do not have strength to bear the additional pollution’ emitted by the new plant.