Download Category: Industry Analysis
Texas Cement Shipments: +1.3% in July, +3.0% For Year-to-Date
• Cement shipments in Texas increased by 1.3% in July. • The smallness of the increase was probably partly due to July 2021’s weather being considerably wetter than in July 2020. It may also have been due to a shortage of supply this July. • Amongst the six companies that we follow, July’s shipments ranged…
August’s Exchange Rates Movements: Positive for Heidelberg, Holcim and Saint-Gobain. Negative for Cemex and CRH
Changes in exchange rates in August 2021
Emerging Markets Cement in July: Volumes Increased Less Than in June Due to Tougher Comparatives
• Volumes were stronger in July in the emerging markets that we monitor, but the increases were generally less than in June, which had benefitted from weaker 2020 comparatives due to COVID. • Cement shipments in July 2021 were higher than in July 2020 in 9 of the 13 countries for which data is currently…
Global Cement: Weaker Q2 Results in China Show Broader Second-Half Risks.
• Summary. As expected Q2/H1 results were strong for the 16 global cement companies that we follow. However, there was a clear split in the trend in Q2 profitability between the Chinese companies and the others. Q2 profits in China were weakened by tougher comparatives and a downward pressure on margins, as prices increased by…
US: Growth Slowed in Q2 as Margins Declined
Latest quarter comparative results analysis of US/North America Based Businesses
Q2 Preview: Strong Quarter But Margin Growth Slowing
The Q2 / half year reporting season for the nine companies that we publish forecasts for starts on Thursday 29 July, with five of the companies due to report on that day (Heidelberg, Titan, Martin Marietta, Cemex and Saint-Gobain). Vicat, who we follow but don’t publish forecasts for, is also due to report on that…