Category Archives: Clinker

As global environmental standards tighten, Vietnam’s cement industry faces mounting pressure to cut carbon emissions while ensuring sustainable growth. With the country’s commitment to achieving Net Zero by 2050, cement manufacturers must adopt greener solutions to maintain their competitive edge.

The Pressure to Reduce CO₂ in Cement Production

Cement is one of the world’s largest CO₂-emitting industries, accounting for 7-8% of total global emissions. In Vietnam, where annual cement production exceeds 100 million tons, the environmental impact is immense. Without immediate improvements, local companies risk losing key export markets to competitors from Thailand, China, and the EU, who have already met strict green standards.

According to the Vietnam Cement Association, around 80% of domestic cement is produced using modern, high-capacity production lines, while 20% still comes from smaller, less efficient plants. As per the government’s Construction Industry Development Strategy, the sector aims to cut emissions to 650 kg CO₂ per ton of cement by 2030, further reducing it to 550 kg CO₂ per ton by 2050.

Green Solutions in Action

To align with the shift towards low-carbon production, many Vietnamese cement manufacturers are adopting advanced eco-friendly technologies:

Waste Heat Recovery (WHR) Systems: WHR enables plants to self-generate 25-30% of their electricity, significantly cutting CO₂ emissions.

Alternative Fuels: Instead of coal, plants are experimenting with industrial waste and biomass fuels to lower carbon output.

Reducing Clinker Content in Cement: This is the most effective method for cutting CO₂. However, consumer preference for high-clinker cement remains a challenge. In the EU, cement contains around 77% clinker, while in Japan, it is about 70%. In contrast, Vietnam’s 2021 cement exports—totaling 17 million tons—were mostly high-clinker varieties with only 5% mineral additives (CEM I under EN 197-1 and Type I under ASTM C150). Changing market perception of green cement remains a major hurdle.

AI & IoT Integration: Smart technologies optimize operations, reducing energy consumption and emissions.

What’s Next for Vietnam’s Cement Industry?

Despite significant progress, challenges remain in Vietnam’s pursuit of Net Zero. Transitioning to green production requires heavy investment, while fierce market competition pressures companies to keep costs low. Failure to adapt could see domestic manufacturers lose access to major markets like the EU and the US, which have introduced carbon border taxes on high-emission products.

Green production is no longer an option—it is a necessity. Here, Supas Vietnam commits to accompany and contribute to the green revolution of the cement industry in particular and to reduce global CO2 emissions in general.

Compiled by: Elly Nguyen

Whatsapp/ zalo/ viber: +84 369 980 010

Clinker Market Fluctuations in early 2025
After a prolonged period of stagnation, the clinker market finally showed clearer signals of change in December 2024 and early January 2025.

For state-owned factories, high floor price policies significantly reduced clinker export volumes. Previously, Bangladesh had been Vietnam’s largest clinker importer, but with prices now reaching $34-37 per ton, interest from this market has nearly vanished. In response, state-owned factories have shifted their focus to producing finished cement products, targeting higher-value markets and aiming to increase the industry’s average price level.

Record Low Prices for Private Producers
In contrast, private factories, driven by the need for cash flow and inventory clearance, lowered their clinker prices to a record low of $28-30 per ton during late 2024 and early 2025. However, the quality of products during this period was noted to vary significantly. The sharp price drop triggered a surge in demand, with end-importers rushing to purchase, pushing factory production capacities to their limits through February 2025.

Future Price Trends
By March 2025, clinker prices from both state-owned and private producers are expected to stabilize. Import order volumes are also predicted to decrease compared to the previous period of heightened activity. Whether the market will recover in both pricing and volume remains an open question, with no definitive answers yet.

Author: Elly Nguyen – Sales Manager of Supas Vietnam

Whatsapp: +84 369 980 010

Challenges of the Cement Industry
The year 2024 posed significant challenges for Vietnam’s cement sector, primarily due to a severe supply surplus while both domestic and export markets faced fierce price competition. Major export markets like the Philippines, Bangladesh, and the United States showed a decline in demand. The Philippines, in particular, struggled with anti-dumping tariffs and trade protection policies, while Bangladesh faced difficulties stemming from political instability. Additionally, the shift in many countries from bagged cement to bulk cement reduced the perceived value of exports, as the brand identity is often tied to bagged products.

Transport costs were also impacted, with shipping rates on long-distance routes rising by 5-10% due to geopolitical tensions in the Red Sea region. Delivery times extended by an additional 5-7 days. Compounding these challenges, a state-mandated electricity price adjustment in late 2024 raised the costs of cement and clinker by 30,000-40,000 VND per ton, adding pressure on businesses.

Production output suffered, with several manufacturing lines temporarily halting operations due to sluggish demand. Even large players like the Vicem Group reported significant losses, with parent company profits falling by 236.8 billion VND and consolidated losses exceeding 1,400 billion VND, reflecting the overall market downturn.

Despite these difficulties, cement companies worked tirelessly to cut input costs, adopt eco-friendly raw materials, and reduce environmental impact. They also explored new markets, streamlined their supply chains, and connected directly with end buyers to improve efficiency.

Profit of Vicem from 2016 – 2024

Supas’ Efforts in 2024
Amid this volatile environment, Supas demonstrated resilience and strategic agility to minimize negative impacts. The company maintained superior product quality, stable pricing, and competitive terms, offering both FOB and CFR delivery options to better accommodate international partners.

Supas also prioritized sustainable development by investing in green product innovations and improving manufacturing technologies to lower carbon emissions, meeting strict environmental standards in Vietnam and abroad.

Furthermore, Supas actively expanded into new markets to reduce dependency on traditional regions. The company focused on developing alternative products like high-quality fly ash and ground slag, aligning with the global trend toward sustainable construction.

With a vision for the future, Supas has set an ambitious target of reducing pollution levels by 60% within the next five years, aiming to become an industry leader in sustainability. The company remains committed to creating long-term value for both domestic and international markets.

Author: Elly Nguyen – Sales Manager of Supas Vietnam

Whatsapp: +84 369 980 010

Recently, a series of large cement manufacturers such as VICEM Bim Son, But Son, The Vissai, Thanh Thang Group Cement, Xuan Thanh Cement… have simultaneously announced an increase in product prices to offset the increase in input costs.

The price increase in this adjustment was set by businesses at VND50,000/ton. The Vissai alone increased by VND46,300/ton.

A representative of Thanh Thang Group Cement Joint Stock Company said: “The electricity price has just increased by 4.8%, while the electricity price accounts for 14-15% of the cost of products, causing the production cost to increase. Although the business has applied many solutions to cut costs and improve productivity such as taking advantage of excess heat from production lines, it has not been able to offset the production cost.”

Increasing the selling price by VND50,000/ton will help cement manufacturers to ensure stable production and business, maintaining product quality.

According to manufacturers, according to Decision No. 1046/QD-EVN of Vietnam Electricity Group (EVN), from October 11, 2024, electricity prices will increase by 4.8% compared to before. In addition, in the context of tense military conflicts in the world, causing input fuel prices such as coal, oil, etc. to fluctuate greatly, and are forecast to continue to increase in the coming time, cement cannot maintain the old selling price.

The Vietnam Cement Association (VNCA) said: “It is inevitable that manufacturers increase the selling price of cement, because for the past few years, cement has been sold below production cost. If the selling price is not adjusted to partially offset input costs, businesses will not be able to hold on.”

In fact, according to preliminary statistics from the General Department of Customs, in the first 8 months of 2024, the country exported nearly 20.55 million tons of cement and clinker, earning nearly 788.8 million USD, down 3.2% in volume and 14.5% in value compared to the first 8 months of 2023. Export prices also decreased by 11.6%, reaching an average of 38.4 USD/ton

In August 2024 alone, cement and clinker exports decreased by over 7% in both volume and value compared to July 2024 and decreased by 0.18% in price, reaching nearly 2.33 million tons, equivalent to over 90.13 million USD, with an average price of 38.7 USD/ton; compared to August 2023, it decreased by 14.3% in volume, 22.5% in value and 9.5% in price.

In the first 8 months of 2024, clinker cement exports to the Philippines market decreased by 1.8% in volume, 13% in value and 11.4% in price compared to the first 8 months of 2023, which is the largest market consuming clinker cement in Vietnam, accounting for 26.1% of the total volume and 27.2% of the total export turnover of cement and clinker of the whole country, reaching over 5.35 million tons, equivalent to 214.3 million USD, with an average price of 40 USD/ton.

Cement clinker exports to Bangladesh, the second largest market, reached 4.18 million tons, worth 133.9 million USD, with an average price of 32 USD/ton (up 5.2% in volume but down 11.4% in value and down 15.8% in price); accounting for 20.4% of the total volume and 17% of the total turnover.

Followed by the Taiwanese market, accounting for 4.8% of the total volume and 4.5% of the total turnover, reaching 994,735 tons, equivalent to 35.55 million USD, price 35.7 USD/ton (down 17.2% in volume, down 24.5% in turnover and down 8.9% in price)

It is from this clear price decrease that cement enterprises are reporting losses. The state’s intervention in clinker exports will lead to a sharp decrease in the last months of 2024 and continue in 2025. Only when the market shows more positive signs about prices will this situation have a chance to change

Source: Collected
Elly Nguyen +84 369 980 010

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Cement consumption in the domestic market in the fourth quarter of 2022.


Cement and clinker exports last year recorded a very sharp decrease compared to last year’s performance. Although in December, the export situation of cement and clinker in traditional markets such as Taiwan, Bangladesh, Malaysia… has improved significantly, but it cannot compensate for the decline of many previous months.

Particularly in the Chinese market, it still decreased sharply because the country still maintains the Zero Covid policy and the Philippine market decreased due to the issue of imposing defensive taxes on some enterprises importing from Vietnam.

As a result, the total export volume of cement and clinker only reached 30.65 million tons, down 33% over the same period in 2021. Of which, cement exports reached 15.68 million tons, equal to 93% over the year. In 2021, clinker exports for the whole year 2022 will reach 14.97 million tons, only 80% compared to 2021.

The total value of foreign exchange earned from cement and clinker exports in 2022 will reach 1.36 billion USD, down 398 million USD compared to 2021.

Tiêu thụ xi măng tại thị trường nội địa trong quý 4/2022.

Thus, the total amount of cement and clinker consumed in 2022 will only reach 93.33 million tons, much lower than last year’s 108 million tons.

In 2023, difficulties continue to surround the cement industry, production and consumption cannot be brighter because input costs continue to increase (coal prices, packaging, wages, and possibly electricity prices will be adjusted). …), while domestic consumption is still gloomy, due to slow recovery of civil construction; Disbursement of public investment capital is still slow, the real estate market is expected to continue to be quiet as the State continues to tighten the issuance of bonds and real estate credit.

Export channels do not exist because countries importing cement and clinker continue to implement many protection policies for domestic cement production and technical trade barriers (in which anti-dumping tax is imposed in the Philippines on imported goods). cement, China blockades seaports due to maintaining the Zero Covid policy expected to end in the first quarter of 2023); In addition, from January 1, 2023, Vietnam imposes clinker export tax from 5% to 10% (according to Decree No. 101/2021/ND-CP dated November 15, 2021 of the Government).

In addition, there are still difficulties from within the industry when cement supply exceeds demand (in 2023, there will continue to be a number of new cement production lines coming into operation such as Line 4 – Long Son Cement , Line 3 – Xuan Thanh Cement, Dai Duong Cement, Long Thanh Cement brings cement supply to about 120.7 million tons.

It is forecasted that domestic demand for cement is only at 64 – 65.5 million tons, leading to increasingly fierce competition in the context of cement production units facing pressure to sell their products. produced, many units had to stop the kiln/reduce kiln running capacity.


Source: Investment Newspaper

Supas Vietnam Daily Newspaper in 2022

Collector: Elly Nguyen

Sales Manager of Supas Vn


Contact whatsapp: +84 369 980 010

The market in March returned to the growth track, with even more prosperity.

According to statistics from the General Department of Customs, cement and clinker exports in March reached more than 2.73 million tons, earning nearly 98 million USD, up 0.9% in volume and down 6% in value compared to the previous year. with the same period.

Since the beginning of March 2024, the market has become more vibrant due to cement and clinker orders coming from traditional markets: USA, Bangladesh, Philippines…

Large factories in the cement industry such as Long Son, Thanh Thang, Hoang Thach… operate at almost full capacity due to a sudden increase in cement orders. However, due to the increase in cement orders, clinker output for export also decreased significantly. Clinker prices increased continuously, from 31-32 USD/mt to 4-5 USD/ton.

Xuất khẩu clinker và xi măng trong tháng 10 tăng nhẹ

Not only that, the number of visitors to Vietnam looking for cement and clinker also increased significantly. These signs are showing the revival of the cement industry after a long period of continuously decreasing output and prices. At the same time, it also raises the question whether value chain simplification is happening faster than expected, when importers are directly looking to factories and exporters instead of large global traders. such as: Trademax, Peakward, Tradeland, Heidelburg, Cemcoa, Sun Shing… as before

Supas Vietnam Co daily newspaper. Ltd
Author: Elly Nguyen

Sales Manager of Supas VN

Contact whatsapp: +84 369 980 010