Texas Cement Shipments: -9.2% in May, +3.5% For Year-to-Date

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  • Cement shipments in Texas weakened in May decreasing by 9.2%.
  • This probably was partly due to May’s weather being wetter than in May 2020, but may also have been due to a shortage of supply.
  • Amongst the six companies that we follow, May’s shipments ranged from an increase of 10% for Alamo, the Buzzi subsidiary to a decline of 32% for Cemex.
  • In the first five months of 2021, Texas cement shipments were 3.5% higher than in January-May 2020. For the six companies, they ranged between an increase of 20% for Holcim to a decline of 14% for Texas Lehigh.
  • There are continuing shortages of cement in some parts of Texas, with customers being allocated how much they can have. This has occurred due to one of Holcim’s kiln lines at Midlothian being down for major repair, probably for most of this year.
  • Texas is the largest cement consuming state in the US. It accounted for 16% of total US cement consumption in 2020.
  • In 2020, Texas was the largest revenue generating state for Martin Marietta, Summit and Vulcan and the second largest US state for CRH.