Russia cement market

Introduction  ................ 6

Executive summary  . 7

The economy and the construction sector .... 9

Economy  ........................ 9

Figure: Economy and population ......................... 11

Construction sector  ..... 11

Figure: Construction sector and the economy .... 12

Table: Construction sector importance and growth ..... 13

Residential  ............... 13

Commercial and Industrial .................................. 13

Regional Construction Levels ............................. 14

Notable ongoing or upcoming projects in Russia  . 15

Cement market  ....... 18

Figure: Cement plant locations ........................... 19

Figure: Principal existing cement groups ........... 22

Competitive dynamics  .. 23

Cost drivers  ................. 25

Incumbent operations  ... 26

Eurocement Group  .. 26

Figure: Eurocement Russian plants ................... 27

Siberian Cement  ...... 29

Figure: SibCem Russian plants .......................... 29

Novoroscement  ........ 31

Holcim Russia  ......... 31

Lafarge Russia  ........ 33

Mordovcement  ......... 34

Sebryakovcement  .... 34

Iskitimcement  .......... 35

Vostok Cement  ........ 36

Baselcement  ............ 37

Dyckerhoff (Buzzi Unicem) ................................. 38

Heidelberg Cement Russia ................................. 39

Market shares  .......... 40

Figure: Share of nameplate capacity .................. 40

Figure: Domestic vs foreign supply-side share (2005, 2006, 2008 & 2010) ..... 41

Distribution channel  42

Figure: Distribution form ..................................... 42

Expansion and greenfield projects .......................... 43

Figure: Nameplate cement production capacity (2005-2015E).... 43

Figure: Cement production capacity (2005-2015E)...... 46

Demand and supply ........................................... 47

Cement demand  ........... 47

Figure: 2005-2011E cement demand .................. 47

Cement supply  ............. 48

Figure: 2005-2010E annual cement production .. 48

Seasonality  .................. 49

Figure: SEasonality  . 49

Figure: Capacity utilization (2006-2010E) .......... 50

Import and export activities ...................................... 50

Figure: Cement imports and exports .................. 52

Figure: Cement imports: product types and evolution ....................................... 53

Figure: Cement import countries ........................ 54

Figure: Cement exports: product types and evolution ....................................... 55

Figure: Cement export countries ........................ 56

Cement prices  ......... 57

Figure: cement prices and inflation (1999 – 2009)  57

Figure: Jan 2007 – Dec 2009 indicative cement prices..... 58

Figure: Jan 2010 – Feb 2011 cement prices ...... 59

Summary and outlook ....................................... 60

Into 2011  ...................... 60

2011 and beyond  ......... 60

Figure: Apparent cement demand projection (2005-2015)...... 61

Figure: Utilization rates (2006-2015E) ................ 63

Figure: Growth in apparent cement demand (2006-2015)..... 64

Next steps  ................ 65

Data tables  ............... 66

Supply-demand balance (2005 – 2010E, mm tons) . 66

Imports by cement type (2005 – 2010E, tons) ......... 67

Cement import countries (2005 – 2010E, tons) ........ 68

Exports by cement type (2005 – 2010E, tons) ........ 69

Cement export countries (2005 – 2010E, tons) ....... 70

Production capacity market share (2005-2014E, %)  .. 71

Cement plant profiles ........................................ 72

Angarsk Cement  ...... 72

Babinov Cement Plant ......................................... 73

Belgorod Cement  ..... 74

Verkhnebakansky Cement Plant ......................... 75

Volkhov cement plant .......................................... 76

Volskcement  ............ 78

Bolshevik and Red October Cement Plants ....... 78

Vorkutatsement  ........ 79

Voskresenskcement (Lafarge Cement) .............. 81

Atakaytsement  ......... 82

JSC Cement  ............. 83

Gornozavodskcement ......................................... 84

Zhigulevskie building materials .......................... 86

Iskitimtsement  ......... 87

Kamchattsement  ...... 88

Katavsky Cement  ..... 89

Uralcement and Korkinsky Cement Plant (Lafarge Cement)..... 90

Krasnoyarsk Cement ........................................... 92

Kuznetsk Cement Works .................................... 93

Lipetskcement  ......... 95

Kolymatsement  ........ 96

Magnitogorsk  ........... 96

Mal'tsovsky Portland  98

Mikhailovcement  .... 100

Serebryansky Cement Plant .............................. 101

Mordovcement  ....... 102

Nevyanskiy Cement ........................................... 104

Novoroscement: Proletarian, October and Pervomaysk plants..... 106

Novotroitskiy Cement Plant ............................... 108

Mining and Metallurgical Company Norilsk Nickel.... 110

Pashiysky Metallurgical Cement Plant ............. 111

Pikalevsky Cement Company ............................ 113

Podgorensky Cement ........................................ 115

Podolsk Cement  .... 116

Uglegorsk Cement  . 118

Savinsky Cement Plant ...................................... 118

Sebryakovcement  .. 120

Slantsy Cement Plant Cesla .............................. 122

LLC "Cement"  ........ 123

Spasskcement  ....... 124

Oskolcement  ......... 126

Starotsementny Plant (formerly Sukholozhsky Cement)... 128

Soda  ....................... 129

Teploozersky Cement Plant .............................. 131

Timlyuysky Cement Plant .................................. 133

Topkinsky Cement  . 134

Ulyanovskcement  ... 136

Kavkazcement  ....... 137

Federal State Unitary Enterprise ....................... 139

Chiri-Yurt Cement Plant .................................... 139

Shchurovsky Cement ......................................... 140

Yakuttsement  ......... 141

Disclaimers  ........... 143

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April 2011

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