セメントのクロム含有レベルに関する EU 指令の影響

Research Overview

Use of Reducing Agents in the Cement Industry Likely to Impact Associated Application Markets

The new EU directive 2003/53/EC, effective as of January 2005, restricts the levels of soluble chromium (VI) in cement to below 2 parts per million (ppm). Cement producers carry the main responsibility for implementing this new directive as they need to ensure reducing agents are added early on in the production process in order to reduce the toxic chromium (VI) to its non-toxic chromium (III) form. Ferrous sulphate (FeSO4) is the predominant reducing agent employed by the cement industry, and the subsequent rise in demand is likely to have implications on other application markets such as water treatment, pigments, agriculture, steel and titanium dioxide (TiO2). Companies active in these markets need to align themselves with the changing conditions to deal with the new threats and opportunities created by this legislative change.

This Frost & Sullivan research service is a strategic impact assessment of the EU directive on chromium levels in cement. It gives a detailed insight into the recent legislative developments and provides impact assessments across all affected markets. Challenges, opportunities and threats are identified and market forecasts and strategic recommendations provided.

Increased Costs for Cement Producers

As well as investing in novel dosing equipment and the regular purchasing of reducing agent, cement producers need to label their products with packing date, storage conditions and storage period appropriate to maintaining the activity of the reducing agent used. These increased internal production costs can only be passed on to a limited extent to the end-customer; the fierce competition governing this mature marketplace restricts any significant price rises.

Opportunities for TiO2 Producers

The market for ferrous sulphate is largely dominated by producers of titanium dioxide (TiO2), who recover ferrous sulphate as a by-product from their production process. "Directive 2003/53/EC creates a highly attractive opportunity for TiO2 producers using the sulphate process to off-load large volumes of FeSO4 into the cement application, where it can command high prices and generate good revenues." notes analyst Evelyne Turmes.

Opportunities for Alternative Coagulants in the Water Treatment Market

Heightened demand for ferrous sulphate crystals is expected to lead to certain availability issues, which are likely to result in price increases. This in turn may ease the pricing pressure, which water treatment coagulants have found themselves under and raise margins for all other iron-based coagulants. Furthermore, a change in consumption patterns is expected to happen in the water treatment industry; rising prices for ferrous sulphate are likely to incentivise users of inorganic coagulants to switch to alternative, more performant coagulants.

Table Of Contents

1 EXECUTIVE SUMMARY

Overview and Definitions

　

Summary of Major Research Findings

1. Impact on the Cement Industry

2. Consumption of Reducing Agents by the Cement Industry

3. Impact on the FeSO4 Market

4. Impact on the TiO2 Market

5. Impact on the Water Treatment Chemicals Market

6. Impact on Other Markets

7. Strategic Recommendations

2 THE EU DIRECTIVE ON CHROMIUM VI IN CEMENT

Overview

1. Overview

Implementation

1. Implementation

Reducing Agents

1. Reducing Agents

3 IMPACT ON THE CEMENT INDUSTRY

Overview and Definitions

1. Product Definitions

2. Market Definitions and Geographic Scope

Industry Structure

1. Industry Structure

Market Dynamics

1. Market Drivers

2. Market Restraints

Competitive Structure

1. Competitive Structure

Market Share Analysis

1. Market Share Analysis

Impact Assessments

1. Implications for Cement Producers

2. Implications for Cement Formulators

3. Implications for Cement Retailers

4 CONSUMPTION OF REDUCING AGENTS BY THE CEMENT INDUSTRY

Overview & Definition

1. Market Overview

2. Pricing Analysis

Ferrous Sulfate

1. Overview and Definitions

2. Market Forecast

Tin Sulfate

1. Overview and Definitions

2. Market Forecast

5 IMPACT ON THE FESO4 MARKET

Overview & Definitions

1. Overview and Definitions

2. Market Structure

3. Pricing

4. Competitive Structure and Market Share Analysis

Supply-Demand Scenarios

1. Introduction and Assumptions

2. Scenario 1 - Analysis

3. Scenario 2 - Analysis

4. Scenario 3 - Analysis

5. Scenario 4 - Analysis

Market Forecast and Impact Assessment

1. Market Forecast

2. Price Analysis

3. Structural Forecast

4. Competitive Forces Analysis

5. Impact Assessment

6 IMPACT ON THE TIO2 MARKET

Overview & Definitions

1. Overview & Definitions

Impact Assessment

1. Implications for the TiO2 Market

7 IMPACT ON THE WATER TREATMENT CHEMICALS MARKET

The Market for Inorganic Coagulants in Water Treatment

1. Overview and Definitions

2. Competitive Structure and Market Share Analysis

Impact Assessment

1. Market Forecast

2. Pricing Analysis

3. Implications for the Water Treatment Chemicals Market

8 IMPACT ON OTHER MARKETS

Impact Assessments

1. Overview and Definition

2. Implications for the Steel Market

3. Implications for the Inorganic Pigments Market

9 STRATEGIC RECOMMENDATIONS

The Cement Industry

1. Recommendations for Cement Producers

The TiO2 industry

1. Recommendations for Titanium Dioxide Producers

The Water Treatment Industry

1. Recommendations for Suppliers of Inorganic Coagulants

10 FROST & SULLIVAN AWARDS

Frost & Sullivan Awards

1. Definitions

2. Growth Strategy Leadership

3. Leadership in Environmental Sustainability

4. Business Development Strategy Leadership

11 DATABASE OF KEY INDUSTRY PARTICIPANTS

The Cement Industry

1. Key Industry Participants

The Water Treatment Industry

1. Key Industry Participants - Inorganic Coagulants

The TiO2 Industry

1. Key Industry Participants

The Steel Industry

1. Key Industry Participants

The Pigments Industry

1. Key Industry Participants - Iron Oxides

12 APPENDIX

Abbreviations

1. Abbreviations

Exchange Rates

1. Exchange Rates