Malawi cement market (2011 update)

Introduction............................................................................ 4

Executive summary............................................................. 5

The economy and the construction sector.................... 6

Economy......... 6

Figure: Economy and population........................................... 7

Construction sector................................................................... 7

Figure: Construction sector and the economy...................... 8

Table: Construction sector importance and growth............. 9

Cement market................................................................... 11

Figure: Principal existing Plants......................................... 11

Competitive dynamics.............................................................. 11

Incumbent operations............................................................... 13

Lafarge Malawi..................................................................... 13

Shayona Cement.................................................................. 13

Figure: Cement plant locations........................................... 14

Market shares...................................................................... 15

Figure: Share of nameplate capacity.................................. 15

Figure: market share........................................................... 16

Figure: Import share............................................................ 17

Government and other issues................................................. 18

Expansion and greenfield projects................................ 19

Lafarge greenfield plant........................................................... 19

Shayona expansion................................................................. 19

Figure: Major upgrades and new plants.............................. 20

Figure: Nameplate cement production capacity (2005-2015E). 21

New capacity........................................................................ 21

Figure: Cement production capacity (2005-2015E)............ 22

Demand and supply........................................................... 23

Figure: 2005-2011E cement demand.................................. 23

Cement demand....................................................................... 24

Figure: 2005-2010E annual cement production.................. 24

Cement supply......................................................................... 25

Utilization.. 25

Figure: Capacity utilization (2006-2010E).......................... 25

Import and export activities...................................................... 26

Figure: Cement imports and exports.................................. 26

Imports...... 27

Figure: Cement imports: product types and evolution........ 27

Figure: Cement import countries........................................ 28

Exports...... 28

Cement prices..................................................................... 29

Figure: indicative cement prices......................................... 29

Outlook....... 31

Figure: Apparent cement demand projection (2005-2015). 31

Figure: Growth in apparent cement demand (2006-2015).. 32

Next steps............................................................................ 33

Data tables........................................................................... 34

Supply-demand balance (2005 – 2010E, mm tons)................. 34

Production capacity market share (2009-2014E, %)............... 35

Imports by cement type (2005 – 2010E, tons)......................... 36

Cement import countries (2005 – 2010E, tons)........................ 37

Exports by cement type (2005 – 2010E, tons)........................ 38

Table: Cement plant capacities (2005 – 2015E, mm tons)....... 39

Disclaimers.......................................................................... 40

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42

Electronic (PDF)

USD590

June 2011