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Cement Outlook: 2010-2014

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Cement Outlook: 2010-2014

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    1. Cement Outlook: 2010-2014 Ed Sullivan, Chief Economist PCA

    2. Portland Cement Consumption Thousand Metric Tons ==

    3. Net Capacity Expansion: Delayed

    4. Portland Cement : Imports Thousand Metric Tons ==

    5. Portland Cement : Inventory Conditions Days Supply Estimate ==

    6. Portland Cement : Utilization Rates Percent Utilization Based on Clinker Capacity ==

    7. Economic Outlook The recession is over…BUT…not for you

    8. Economic Adversity Abates Mid-2010

    9. “Stimulus Timeline

    10. Job Recovery: Past Recessions - Change, Thousands of Jobs

    11. Ingredients for a “Recovery”

    13. Portland Cement Consumption Annual Change, Thousand Metric Tons ==

    14. Ingredients for a Housing Recovery

    15. Residential Cement Consumption Thousand Metric Tons ==

    17. Foreclosures Accelerate

    18. Reasons to Bridle Current Optimism Slow labor market recovery. Potential payback from federal homebuyers tax credit. Increased foreclosures. Heightened price pressures from bank possessed properties. Continued tight lending standards. Potential for interest rate increases.

    19. Portland Cement Consumption: Residential Annual Change, Thousand Metric Tons ==

    20. Ingredients for a Public Recovery

    21. Portland Cement Consumption: Public Annual Change, Thousand Metric Tons ==

    22. Ingredients for a Public Cement Recovery

    23. ARRA-Led Recovery

    24. ARRA – Weekly Highway Construction Spending - Dollars (Trend – No Seasonal Consideration)

    25. ARRA Cement Intensities Increase

    26. State Sterilization Sterilization by State Fiscal Conditions

    27. FY2009 State Deficits

    28. FY2010 State Deficits

    29. Discretionary State & Local Highway/Street Spending - Millions of Real $ (estimated)

    30. Portland Cement Consumption: State Discretionary Annual Change, Thousand Metric Tons ==

    31. New Highway Bill

    32. SAFETEA-LU versus New Highway Bill Assumptions

    33. Public Summary

    34. Portland Cement Consumption: Highway Thousand Metric Tons ==

    35. After the Crisis

    36. Portland Cement Consumption Thousand Metric Tons ==

    37. Cement Consumption: Long Term

    38. U.S. Supply Balance: No New Capacity Expansion Plans

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