ポルトランドセメントの世界市場-2023年～2030年

概要

ポルトランドセメントの世界市場は、2022年に39億米ドルに達し、2023～2030年の予測期間中にCAGR 4.6％で成長し、2030年には56億米ドルに達すると予測されています。

ポルトランドセメントは、圧縮強度と硬度が高いため、弾丸の貫通に耐える装甲車や個人用シールドに主に使用されます。セラミックプレートは一般に、軟質防弾チョッキのインサートとして使用されます。ポルトランドセメントは、軍事・防衛分野で多くの機会があり、成長産業となっています。

ポルトランドセメントは、弾道弾の脅威に対して高い防御力を発揮するため、航空機の装甲の製造に頻繁に採用されています。予測期間中、これがポートランドセメント市場の活性化につながると予想されます。さらに、車両装甲の製造にポートランドセメントを使用することで、悪天候、耐腐食性、車両の移動のしやすさを保護することができます。

ポートランドセメントの車体装甲用途は、市場シェアの40％以上を占めています。同様に、北米がポートランドセメント市場を独占し、1/3以上の最大市場シェアを獲得しています。この地域のポートランドセメント市場の開拓は、軍隊に完全な防護服を提供するExtremity Protection ProgramやSoldier Protection System-Torsoのような政府の軍事プログラムによって促進されると予想されます。

力学

人口増加、急速な都市化、持続可能な建設への注力

多くの重要な要素がポートランドセメント市場の大幅な上昇を促しています。地球上に住む人が増えるにつれて、住宅、インフラ、商業施設の必要性が高まる。その結果、ポートランドセメントのような建築資材の需要が増加します。

都市化のスピードも重要な要素です。2021年現在、地球上の55％以上の人々が都市に住んでおり、国連の研究者は、その数が2050年までに68％に増加すると予測しています。新しい都市、オフィスビル、マンション、インフラ開拓はすべてこの都市化の動向によってもたらされ、そのすべてが市場に大きく依存しています。

ポルトランドセメントメーカーは、二酸化炭素排出量とエネルギー消費量を削減することで、持続可能な慣行にも貢献しています。これは、低炭素セメント、代替原料、エネルギー効率の高いキルン技術などの技術革新によって達成されます。

政府の規制は、セメント業界を持続可能性に向かわせています。世界各国の政府は、環境に優しい建設慣行を促進するための規制やインセンティブを導入し、環境に配慮したセメントやコンクリートの使用を奨励しています。

住宅需要、不動産ブーム、メガ・インフラ・プロジェクト

国連は、2050年までに地球上の人口が97億人になると予測しており、住宅需要とポートランドセメントの使用量の増加につながります。2021年、世界の不動産セクターは、パンデミックによる課題にもかかわらず、驚異的な回復力を示しました。全米不動産協会によると、米国の中古住宅販売件数は14年ぶりの高水準に達しました。

インド、中国、ブラジルなどの不動産業界は急速に拡大し、携帯用セメントなどの建築資材の需要が高まっています。大規模なインフラ・プロジェクトが世界的に引き続き実施されました。米国では、2021年にインフラ法案が署名され、道路、橋、公共交通機関などの分野を含むインフラ整備に多額の資金が割り当てられました。

こうしたメガプロジェクトは大量のセメントを必要とし、各国政府はその開発に多額の予算を割り当てることが多いです。例えば、BharatmalaプロジェクトやSagarmalaプロジェクトを含むインドの野心的なインフラ計画は、この地域のポートランドセメント需要を牽引しています。

環境規制と排出規制

世界セメント協会によると、2021年には、ポートランドセメント産業は、化石燃料の燃焼とセメント生産工程に関連する排出の両方から、世界のCO2排出量の約11％を占めています。これには、クリンカ製造とセメント工場で使用されるエネルギーが含まれます。

政府や国際機関は、セメント製造に関連する炭素排出を抑制することを目的とした厳しい規制を展開しています。例えば、欧州連合（EU）の排出量取引制度（EU ETS）は、セメント製造を炭素取引の枠組みに含めています。数多くの国が、セメントセクターの排出削減目標と基準を定め、製造業者による排出を緩和する技術への投資を義務付けています。

低炭素セメントやフライアッシュ、スラグなどの補助的なセメント材料のような、持続可能な代替セメントが普及しつつあります。これらの材料は、従来のポルトランドセメントと比較して、環境フットプリントを減少させる。

高いエネルギー消費とコスト

エネルギーコストは、セメント産業における生産費全体のかなりの部分を占めています。エネルギー価格が上昇したり、エネルギー効率が最適化されないと、セメントの生産コストに直接影響します。生産コストの高騰は、セメントメーカーの利益率を低下させる。

セメントは世界的に取引される商品であり、メーカーは国内外で競争しています。エネルギーコストの低い地域の企業は、より競争力のあるセメントを生産することができ、エネルギーコストの高い地域のメーカーを駆逐する可能性があります。

エネルギー価格の上昇に伴い、セメント製造コストは上昇します。特に、小規模のセメントメーカーや財務体質の脆弱なセメントメーカーにとっては、競争力に影響を与えます。エネルギーコストの高騰は、セメント製品の価格上昇につながります。製造業者がこうしたコスト増を消費者に転嫁すると、セメントの値ごろ感が低下し、需要が減退する可能性があります。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

• 影響要因
  • 促進要因
    • 人口増加、急速な都市化、持続可能な建設への注目
    • 住宅需要、不動産ブーム、大規模インフラプロジェクト
  • 抑制要因
    • 環境規制と排出規制
    • 高いエネルギー消費とコスト
  • 機会
  • 影響分析

第5章 産業分析

• ポーターのファイブフォース分析
• サプライチェーン分析
• 価格分析
• 規制分析
• ロシア・ウクライナ戦争の影響分析
• DMI意見

第6章 COVID-19分析

第7章 タイプ別

• 通常型（i型）
• 改良型（タイプII）
• 高早強（タイプIII）
• 低熱（タイプIV）
• 耐硫酸塩（タイプV）

第8章 色別

• 白
• グレー

第9章 用途別

• 住宅用
• 商業用
• インフラ
• その他

第10章 地域別

• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • フランス
  • イタリア
  • ロシア
  • その他の欧州
• 南米
  • ブラジル
  • アルゼンチン
  • その他の南米
• アジア太平洋
  • 中国
  • インド
  • 日本
  • オーストラリア
  • その他のアジア太平洋
• 中東・アフリカ

第11章 競合情勢

• 競合シナリオ
• 市況/シェア分析
• M&A分析

第12章 企業プロファイル

• Dangote Cement
• LafargeHolcim
• Cemex
• HeidelbergCement
• Anhui Conch Cement
• China National Building Material（CNBM）
• Taiwan Cement Corporation
• Votorantim Cimentos
• CEMEX Group
• Buzzi Unicem

第13章 付録

Overview

Global Portland Cement Market reached US$ 3.9 billion in 2022 and is expected to reach US$ 5.6 billion by 2030, growing with a CAGR of 4.6% during the forecast period 2023-2030.

Portland cement is primarily used in armored vehicles and personal shields to resist bullet penetration because of its high compressive strength and hardness. ceramic plates are generally used as inserts in soft ballistic vests. With many opportunities in the military and defense sectors, portland cement is a rising industry.

As Portland cement offers a high level of defense against ballistic threats, it is frequently employed in the production of aircraft armor. During the projected period, this is anticipated to fuel the market for portland cement. Additionally, the use of portland cement in the creation of vehicle armor safeguards against adverse weather conditions, corrosion resistance and ease of vehicle mobility.

The body armor application of portland cement accounts for over 40% of the market share. Similarly, North America dominates the portland cement market, capturing the largest market share of over 1/3rd. The development of the portland cement market in the region is anticipated to be fueled by government military programs like the Extremity Protection program and Soldier Protection System-Torso for delivering full body armor to the armed services.

Dynamics

Population Growth, Rapid Urbanization and Focus on Sustainable Construction

Numerous important elements are driving the enormous rise in the portland cement market. The need for housing, infrastructure and commercial structures grows as more people live on the earth. In turn, this increases demand for building supplies like portland cement.

The speed of urbanization is another important aspect. Over 55% of people on Earth were urban dwellers as of 2021 and researchers from United Nations anticipate that number to rise to 68% by 2050. New cities, office buildings, apartments and infrastructure developments are all brought about by this urbanization trend, all of which significantly rely on the market.

Portland cement manufacturers are also contributing to sustainable practices by reducing carbon emissions and energy consumption. It achieve this through innovations such as low-carbon cement, alternative raw materials and energy-efficient kiln technologies.

Government regulations are pushing the industry toward sustainability. Governments globally have introduced regulations and incentives to promote eco-friendly construction practices, encouraging the use of environmentally-conscious cement and concrete.

Housing Demand, Real Estate Boom and Mega Infrastructure Projects

The United Nations predicts that by 2050, there will be 9.7 billion people on the globe, leading to increasing demand for housing and portland cement use. In 2021, the global real estate sector demonstrated remarkable resilience despite challenges posed by the pandemic. Notably, according to the National Association of Realtors, existing house sales in U.S. reached a 14-year high.

The real estate industries of nations like India, China and Brazil saw rapid expansion, which increased demand for building supplies like portable cement. Large-scale infrastructure projects continued to be executed globally. In U.S, the signing of an infrastructure bill in 2021 allocated substantial funds for infrastructure development, encompassing areas like roads, bridges and public transit.

These mega projects require substantial quantities of cement and governments often allocate significant budgets for their development. For instance, India's ambitious infrastructure plan, including the Bharatmala project and Sagarmala project, has driven the portland cement demand in the region.

Environmental Regulations and Emission Control

According to the World Cement Association, in 2021, the portland cement industry accounted for approximately 11% of global CO2 emissions, stemming from both the combustion of fossil fuels and emissions tied to the cement production process. It encompasses clinker production and the energy used in cement plants.

Governments and international entities have rolled out stringent regulations aimed at curtailing carbon emissions linked to cement manufacturing. For instance, the European Union's Emissions Trading System (EU ETS) includes cement production within its carbon trading framework. Numerous countries have established emissions reduction targets and standards for the cement sector, mandating investments in technologies that mitigate emissions by manufacturers.

Sustainable cement alternatives, such as low-carbon cement and supplementary cementitious materials like fly ash and slag, have been gaining ground. The materials offer a diminished environmental footprint when compared to traditional Portland cement.

High Energy Consumption and Costs

Energy costs represent a substantial portion of the overall production expenses in the cement industry. When energy prices rise or energy efficiency isn't optimized, it directly impacts the cost of producing cement. High production costs can erode profit margins for cement manufacturers.

Cement is a globally traded commodity and manufacturers compete on both the domestic and international fronts. Companies in regions with lower energy costs can produce cement more competitively, potentially displacing manufacturers in areas with higher energy expenses.

As energy prices rise, the cost of manufacturing cement escalates. It can be particularly challenging for smaller or less financially robust cement producers, impacting their competitiveness. High energy costs can lead to price inflation for cement products. When manufacturers pass on these increased costs to consumers, it can reduce the affordability of cement, potentially dampening demand.

Segment Analysis

The global portland cement market is segmented based on type, color, application and region.

Commercial Applications Fuel Surge in Portland Cement Market

The commercial segment held 34.1% of the global market share. Commercial use of Portland cement prospers alongside economic progress. As economies expand, the demand for commercial spaces surges. For instance, in 2019, the global GDP growth rate reached approximately 2.9%, translating into increased investments in commercial real estate such as office complexes, retail establishments and hospitality venues.

The relentless march of urbanization exerts a pivotal influence on the demand for commercial applications. According to a United Nations report in 2020, over 55% of the global population was situated in urban areas, with projections foreseeing a rise to 68% by 2050. It transition necessitates the construction of office buildings, shopping centers and hotels, all of which rely heavily on Portland cement. Notably, the construction of new commercial buildings in U.S increased by 4.1% between 2019 and 2020.

Commercial spaces often thrive in regions with well-developed infrastructure. Extensive investments by governments and private entities in infrastructure, including transportation networks and utility systems, necessitate substantial quantities of cement.

Increasingly, sustainability is becoming a guiding principle in commercial construction practices. Builders and developers are embracing eco-friendly construction materials, including environmentally-conscious cement, to meet stringent environmental criteria

Geographical Penetration

Infrastructure Development, Urbanization and Construction Projects

The Asia-Pacific portland cement market held the largest market share of 38.3% in 2022 in the portland cement market analysis. The Asia-Pacific, which is home to some of the economies that are growing the fastest globally, has become a center of construction activity. Over 60% of the global construction market belonged to it in 2021.

Across Asia-Pacific, nations have embarked on ambitious infrastructure ventures, spanning roads, bridges, ports and airports. The endeavors are born from the imperative of accommodating burgeoning populations and nurturing economic prosperity.

The Belt and Road Initiative: China's visionary Belt and Road Initiative, unveiled in 2013, has been a transformative force in the region. It colossal endeavor seeks to connect Asia, Europe and Africa through an intricate web of infrastructure projects. By 2020, more than 2,600 such projects had been set in motion, igniting a substantial appetite for portland cement.

Competitive Landscape

The major global players in the market include: Dangote Cement, LafargeHolcim, Cemex, HeidelbergCement, Anhui Conch Cement, China National Building Material (CNBM), Taiwan Cement Corporation, Votorantim Cimentos, CEMEX Group and Buzzi Unicem.

COVID-19 Impact Analysis

The outbreak of the COVID-19 pandemic in late 2019 created unprecedented challenges for industries globally, including the global Portland cement market. As countries grappled with lockdowns, supply chain disruptions and reduced economic activity, the construction sector, which is a significant consumer of cement, was significantly impacted.

The onset of the pandemic in early 2020 led to widespread lockdowns and restrictions, impacting construction activities globally. Major cement-consuming industries, such as infrastructure and real estate, came to a standstill, leading to a slump in demand for Portland cement. As a result, many cement plants either suspended or reduced production to align with the reduced demand.

The COVID-19 pandemic severely disrupted global supply chains, impacting the transportation of raw materials to Portland cement manufacturing plants. Movement restrictions and border closures delayed shipments and caused production delays. Additionally, some countries faced shortages of raw materials due to disruptions in their supply chain networks.

With the outbreak of the pandemic, many Portland cement manufacturing units faced labor shortages as workers fell sick or were unable to travel to work due to lockdown restrictions. To curb the spread of the virus, cement plants implemented stringent safety measures, reducing the number of workers allowed on-site at a time. However, these measures were vital to safeguard the health of the workforce and maintain essential operations during the pandemic.

Russia-Ukraine War Impact Analysis

The conflict has the potential to disrupt the supply chains of crucial raw materials required for Portland cement production, like coal, gypsum and clinker. Ukraine and Russia are substantial producers and suppliers of these materials to neighboring nations and beyond.

Such disruptions can lead to production delays and increased costs for cement manufacturers on a global scale. Higher energy costs resulted in increased cement prices, which can impact construction project budgets and timelines. Such uncertainty can impact investments in construction projects, potentially leading to delays or project cancellations.

Currency exchange rates may experience turbulence during geopolitical conflicts. The value of currencies in countries directly or indirectly affected by the war may fluctuate, impacting the cost of imported cement and construction materials. The fluctuations can affect the profitability of international cement companies operating in the affected regions.

By Type

• Ordinary (Type I)
• Modified (Type II)
• High-Early-Strength (Type III)
• Low-Heat (Type IV)
• Sulfate-Resistant (Type V)

By Color

• White
• Grey

By Application

• Residential
• Commercial
• Infrastructure
• Others

By Region

• North America
  • U.S.
  • Canada
  • Mexico

• Europe
  • Germany
  • UK
  • France
  • Italy
  • Russia
  • Rest of Europe

• South America
  • Brazil
  • Argentina
  • Rest of South America

• Asia-Pacific
  • China
  • India
  • Japan
  • Australia
  • Rest of Asia-Pacific

• Middle East and Africa

Key Developments

• In May 2023, In the Eastern India market, Dalmia Cement (Bharat) introduced Dalmia Supreme cement, a Portland pozzolana cement (PPC). The cement, according to the manufacturer, is a specialized, best-in-class product created for all building applications that offers faster setting times, higher density, more chemical resistance and better workability than regular Portland cement (OPC).
• In February 2022, as part of its efforts to reduce CO2 emissions, CEMEX USA announced that it has successfully distributed Portland limestone cement (PLC), produced at its plants in Brooksville, Florida and Demopolis, Alabama, throughout the southeastern U.S. A component of CEMEX's Future in Action program, which aims to lessen the carbon footprint of its operations and products, is increased PLC manufacturing.
• In March 2023, the EcoShieldTM geopolymer cement-free solution, developed by SLB, reduces the CO2 impact of good construction. Compared to traditional well cementing technologies, which utilize Portland cement, this cutting-edge technology removes up to 85% of the embodied CO2 emissions. Up to 5 million metric tonnes of CO2 emissions might be prevented each year by the EcoShield system, which is the same as taking 1.1 million automobiles off the road.

Why Purchase the Report?

• To visualize the global portland cement market segmentation based on type, color, application and region, as well as understand key commercial assets and players.
• Identify commercial opportunities by analyzing trends and co-development.
• Excel data sheet with numerous data points of Portland cement market-level with all segments.
• The PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
• Product mapping available as Excel consisting of key products of all the major players.

The global portland cement Market Report would provide approximately 61 tables, 59 figures and 201 Pages.

Target Audience 2023

• Manufacturers/ Buyers
• Industry Investors/Investment Bankers
• Research Professionals
• Emerging Companies

Table of Contents

1. Methodology and Scope

• 1.1. Research Methodology
• 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

• 3.1. Snippet By Type
• 3.2. Snippet By Color
• 3.3. Snippet By Application
• 3.4. Snippet by Region

4. Dynamics

• 4.1. Impacting Factors
  • 4.1.1. Drivers
    • 4.1.1.1. Population Growth, Rapid Urbanization and Focus on Sustainable Construction
    • 4.1.1.2. Housing Demand, Real Estate Boom and Mega Infrastructure Projects
  • 4.1.2. Restraints
    • 4.1.2.1. Environmental Regulations and Emission Control
    • 4.1.2.2. High Energy Consumption and Costs
  • 4.1.3. Opportunity
  • 4.1.4. Impact Analysis

5. Industry Analysis

• 5.1. Porter's Five Force Analysis
• 5.2. Supply Chain Analysis
• 5.3. Pricing Analysis
• 5.4. Regulatory Analysis
• 5.5. Russia Ukraine War Impact Analysis
• 5.6. DMI Opinion

6. COVID-19 Analysis

• 6.1. Analysis of COVID-19
  • 6.1.1. Scenario Before COVID
  • 6.1.2. Scenario During COVID
  • 6.1.3. Scenario Post COVID
• 6.2. Pricing Dynamics Amid COVID-19
• 6.3. Demand-Supply Spectrum
• 6.4. Government Initiatives Related to the Market During Pandemic
• 6.5. Manufacturers' Strategic Initiatives
• 6.6. Conclusion

7. By Type

• 7.1. Introduction
  • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 7.1.2. Market Attractiveness Index, By Type
• 7.2. Ordinary (Type I)*
  • 7.2.1. Introduction
  • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 7.3. Modified (Type II)
• 7.4. High-Early-Strength (Type III)
• 7.5. Low-Heat (Type IV)
• 7.6. Sulfate-Resistant (Type V)

8. By Color

• 8.1. Introduction
  • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 8.1.2. Market Attractiveness Index, By Color
• 8.2. White*
  • 8.2.1. Introduction
  • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 8.3. Gray

9. By Application

• 9.1. Introduction
  • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.1.2. Market Attractiveness Index, By Application
• 9.2. Residential*
  • 9.2.1. Introduction
  • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 9.3. Commercial
• 9.4. Infrastructure
• 9.5. Others

10. By Region

• 10.1. Introduction
  • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
  • 10.1.2. Market Attractiveness Index, By Region
• 10.2. North America
  • 10.2.1. Introduction
  • 10.2.2. Key Region-Specific Dynamics
  • 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.2.6.1. U.S.
    • 10.2.6.2. Canada
    • 10.2.6.3. Mexico
• 10.3. Europe
  • 10.3.1. Introduction
  • 10.3.2. Key Region-Specific Dynamics
  • 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.3.6.1. Germany
    • 10.3.6.2. UK
    • 10.3.6.3. France
    • 10.3.6.4. Italy
    • 10.3.6.5. Russia
    • 10.3.6.6. Rest of Europe
• 10.4. South America
  • 10.4.1. Introduction
  • 10.4.2. Key Region-Specific Dynamics
  • 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.4.6.1. Brazil
    • 10.4.6.2. Argentina
    • 10.4.6.3. Rest of South America
• 10.5. Asia-Pacific
  • 10.5.1. Introduction
  • 10.5.2. Key Region-Specific Dynamics
  • 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.5.6.1. China
    • 10.5.6.2. India
    • 10.5.6.3. Japan
    • 10.5.6.4. Australia
    • 10.5.6.5. Rest of Asia-Pacific
• 10.6. Middle East and Africa
  • 10.6.1. Introduction
  • 10.6.2. Key Region-Specific Dynamics
  • 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Color
  • 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Competitive Landscape

• 11.1. Competitive Scenario
• 11.2. Market Positioning/Share Analysis
• 11.3. Mergers and Acquisitions Analysis

12. Company Profiles

• 12.1. Dangote Cement*
  • 12.1.1. Company Overview
  • 12.1.2. Product Portfolio and Description
  • 12.1.3. Financial Overview
  • 12.1.4. Recent Developments
• 12.2. LafargeHolcim
• 12.3. Cemex
• 12.4. HeidelbergCement
• 12.5. Anhui Conch Cement
• 12.6. China National Building Material (CNBM)
• 12.7. Taiwan Cement Corporation
• 12.8. Votorantim Cimentos
• 12.9. CEMEX Group
• 12.10. Buzzi Unicem

LIST NOT EXHAUSTIVE

13. Appendix

• 13.1. About Us and Services
• 13.2. Contact Us