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1、 2024 Boston Consulting Group1This article is part of a series examining the competitive outlook for key global process industries and howthey can prosper in an uncertain future.Cements Carbon FootprintDoesnt Have to Be Set inStoneThe Future of Process IndustriesSEPTEMBER 10,2024 By Guillaume Ricome

2、,Marta Guzzafame,Jason Degnan-Rojeski,and IshangJawaREADING TIME:8 MIN 2024 Boston Consulting Group2As everyone in the industry knows,the immense amount of cement produced globally releases 3gigatons of greenhouse gases(GHGs)annually into the atmosphere,and that amount is expected toincrease signifi

3、cantly as demand for this critical material grows.The only realistic way to fully abatethose emissions and meet the industrys 2050 net zero goals involves scaling carbon capture andstorage(CCS)to an industrial level.Industry experts expect this effort to require more than$1 trillionof capital deploy

4、ment over the next 25 years.For the industry to reach net zero in 2050,sufficient CCS capacity must beavailable to abate more than 35%of its GHG emissions.For the industry to reach net zero in 2050,sufficient CCS capacity must be available to abate morethan 35%of its GHG emissionsand its implementat

5、ion will transform the industrys cost structureand traditional sources of competitive advantage.Today,most cement is consumed within 200 km of where it was produced,since the most cost-effective way to supply it is by serving local demand,thus minimizing transport costs.Only around 5%of the worlds t

6、otal cement production is traded across country borders.The cost of CCS technologywill change all that.Cement production costs will vary considerably depending on local access to CO2storage capacity,proximity to industrial CCS hubs,and the cost and availability of the green energyneeded to produce c