Cement Industry
topic on 3 shows · 4 statements across 3 episodes
Capital Allocators 
How I Built This 
All-In
4 statements about Cement Industry, every show
Tepper: Cement and aggregate quarries operate as local monopolies
“Aggregates and cement tend to be local monopolies. You just don't ship these things hundreds of miles. And so if you have the quarry, you'll have that local monopoly.”
Finke: Cement had the lowest decarbonization funding per ton of emissions
“One metric that was really interesting to me was the dollars invested in decarbonizing the product per ton of greenhouse gas emissions. And I couldn't really find anything lower than cement.”
Finke: Global cement plants will probably grow to 5,000 by 2100
“So let's say a cement plant, a modern cement plant costs around a billion dollars, and there are 3000 of them today, and there probably will be 5000 by the end of the century, because we will need to develop the rapidly developing world, as well as transition …”