… nearly 90% of global clinker ton-mile growth and 28% of total Supramax ton-mile gains in that period.
Looking ahead, expanding cement grinding capacity in West Africa could sustain clinker imports and Supramax demand. However, Nigeria’s emergence as a regional supplier threatens to displace Chinese cargoes.
China’s gradual unwinding of cement/clinker overcapacity could sustain long-haul exports for several years, although Nigeria’s growing regional supply and proximity advantage may progressively displace Chinese shipments.
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