The Russian cement market showed a downward trend
in the first 11 months of 2025. From January to November 2025, Russian cement production was 46.3 million tons, down 9.5% from the same period in 2024. In the same period, domestic cement consumption dropped to 53 million 200 thousand tons, a decrease of 9.5% over the same period. Among them, consumption in October fell 10.5% year-on-year and 10.9% year-on-year. The analysis points out that the decline in cement consumption is directly related to the overall weak performance of the construction industry in 2025. In terms of
imports and exports, cement exports rose 9.5% to 1 million tons in the same period, while imports fell 3.4% to 3.3 million tons. In the regional market, consumption in the northwest region is expected to contract by 10% for the whole year. Industry insiders attributed the regional decline in Northwest China to the overall shrinkage of local cement and building materials consumption, as well as the adjustment of the progress of some large-scale investment projects.
Railway logistics costs and policies have become the focus
of the industry. It has been reported that construction costs are accelerating, and the difficulty of logistics links is one of the important reasons. In this context, a number of industry organizations, including the National Association of Producers of Building Materials and the Construction Industry, the Russian Cement Union, and the Eurasian Quarries Association, have jointly sent a letter to the Government requesting support for the development of a new anti-monopoly service order with a view to introducing preferential transport coefficients. Owners of
construction goods are calling for a return to the decade-old rail concessions. At present, due to the increasingly high cost and inefficiency of railway transportation, building materials manufacturers are forced to reduce the transportation of products by railway. Denis Nazarov, an industry expert, pointed out that the changes introduced by Russian Railways, especially the requirement that any change in transport applications (such as time, quantity, destination adjustment) should be renegotiated with the operator rather than just notified, unduly restricted the rights of cargo owners, believing that such matters should be well regulated through civil legal relations between operators and cargo owners. The arrival of
new shippers may bring positive signals
. At the same time, the owner of railway infrastructure pointed out that new freight shippers had recently entered the market-650 tons of gravel were loaded at Magnet Station of October Railway in Murmansk, the first time in 20 years. This is expected to improve the supply of raw materials in the construction industry.
In general, facing the dual pressures of shrinking market demand and rising logistics costs, the Russian cement industry is actively seeking policy support and expecting new market participants to bring positive changes to logistics and supply chains.
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