Construction | RSA Cement Market Update - Jun '19
The coastal markets remain challenging with m/m price declines and prices flat compared to a year ago. In the inland market, our survey picked up low single-digit increases in 32.5 prices m/m whilst 42.5 prices increased <1%. However, our survey reflects a greater presence from Lafarge. The increase in Lafarge's cement production indicates the once-troubled producer recovering market share which we believe will be negative for larger players such as PPC, AfriSam and Sephaku. Moreover, building plans passed are declining in both the coastal and inland markets which could negatively impact volumes from CY '20.
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