burque

For Those Infrastructure Plays, Everything You Ever Needed To Know About Cement

My compliments on an informative, detailed, and objective article, and although quite technical, still makes for an interesting read. I would like to know if you have any similar info on those companies who provide the kilns, clinker coolers, etc to CX, Lafarge, etc. I am looking at KHD and its competitors--even if cement production is down, emerging markets and developed ones will need to buy/upgrade equipment, and I'm wondering if KHD or another company is dominant because of superior technology or other 'moat' in this niche.