中国水泥需求增长使美国水泥供应紧张
水泥工厂通常在雨季都停产维修并存储原料。但是到冬天建筑工程进度才会减慢。中国的发展致使运送水泥到美国的货船被垄断,美国建筑工业协会发言人说,从一月到四月运费增长了两倍。
中国水泥需求的增长同时美国水泥的短缺也可能是市场的一个征兆。最近几年,中国经济以大概每年10%的比例增长,几乎是美国的两倍。据有关数据显示,中国使用了世界一半的水泥,四分之一的铜,五分之一的铝和三分之一的钢材。在石油的消费上,中国仅次于美国。就像有人在投资论坛上说的:中国经济已经发展到了关键时期,并且成为真正的地域性强国,他能够影响世界商品的价格同时能使亚洲经济复兴。
大部分使用混凝土的公司都希望水泥只是短期内不足,新的生产线投产能使水泥短缺问题得到缓和。
原文:
Chinese demand drying up local cement supply
In the past, a global economy allowed Inland Empire builders to import cement from China as they laid the foundation for the region's building boom. But China has its own boom to build now. And local builders worry that the resulting shortage of cement - the key ingredient in concrete - will affect their building projects from pool installations to home construction to highway repairs. building industry experts agree that Chinese demand for cement is just the biggest factor in a "perfect storm" scenario that has cement producers struggling to produce beyond capacity and cement buyers begging for as much of the dusty gray substance as they can get. Steve Barr, a manager at Upland's Holliday Rock Co., a concrete supplier, said several factors have caused his company to pay 25 to 30 percent more for cement in recent weeks and created a two- to three-week backlog in concrete orders. Often plants shut down for maintenance or to stockpile inventory during the rainy season. But when winter rain never arrives, construction activity never slows. China's growth has also begun to monopolize freight ships that deliver imported cement to the United States. Building Industry Association spokesman Frank Williams said freight rates increased 200 percent from January to April. Chinese demand for cement - and subsequent shortages in the United States - may be a portent of things to come in numerous commodities markets. Observers who have watched China grow by nearly 10 percent annually in recent years - more than double the rate that the United States has grown - are unsurprised by the resources that economy now demands. Last year's figures suggest that the nation now uses nearly half of the world's cement, a fourth of its copper, a fifth of its aluminum and a third of its steel. In oil consumption, China is second only to the United States. As Merrill Lynch CEO Stanley O'Neal noted in a recent forum for investors, "China's economy has reached a critical mass and become a true regional superpower, able to drive commodity prices worldwide and reinvigorate much of the Asian economy." "But with something like cement, we may see short-term shortages that abate if additional capacity can come online." Every business that uses concrete hopes that will be the case.
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