Global: Cement and clinker shipments rose by 13% year-on-year between January and November 2025, supported by a 39% increase in deliveries to Africa’s Atlantic coast, according to World Cargo News. BIMCO shipping analysis manager Filipe Gouveia attributed the growth to ‘strong economic growth, rapid urbanisation and significant infrastructure development’ across the region, which is largely import-dependent due to limited domestic clinker production capacity.
“Clinker capacity is particularly limited; although grinding facilities exist, manufacturers still rely on imported clinker, sustaining bulk shipments,” said Gouveia.
Beyond Africa, cement exports increased across East and Southeast Asia and the west coasts of Central and South America, while clinker volumes remained broadly stable. Asian producers, particularly China and Vietnam, have boosted low-priced exports amid overcapacity and weak demand.
“Chinese seaborne exports have more than doubled, up by 135% year-on-year, as domestic construction activity declines amid the country’s property crisis,” said Gouveia. “Vietnamese exports have grown by 16% year-on-year, maintaining Vietnam’s position as the world’s largest exporter with a 27% share of global shipments.”
The US, the world’s largest importer, saw only a 3% rise in shipments, despite recent tariff hikes. Gouveia said that imports from Vietnam and Türkiye have risen by 27% and 14% respectively, despite tariff increases, noting that US clinker production fell by 7% year-on-year from January-July 2025. Gouveia concluded that the global outlook for cement and clinker shipments remains positive, with African demand and intense price competition supporting trade, but cautioned that US building permits fell by 5% year-on-year between January-August 2025, indicating that US demand could slow in the short term.
