PCA Fall 2021 Cement Outlook
Topics include:
- Delta Virus Impacts on Economic Activity
- Supply Side Constraints
- Labor, Logistics & Product Markets
- Construction Sector Assessments
- The Market Intelligence Dashboard
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PCA Summer 2021 Regional U.S. Outlooks
Topics include:
- Cement consumption and consumption activity outlooks for the West, Central, Northeast, and Southeast U.S.
- Discussion of unique regional trends and risks.
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PCA Summer 2021 Cement Outlook
Topics include:
- Economic Setting
- Virus Impacts on the Economic Outlook
- Supply Side Constraints
- Inflation, Federal Reserve Policy & Interest Rates
- US Macroeconomic Summary
- Residential, Nonresidential & Public
- New Infrastructure
- Cement Outlook Summary
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Regional U.S. Outlooks - June 2021
Topics include:
- Cement consumption and consumption activity outlooks for the West, Central, Northeast, and Southeast U.S.
- Discussion of unique regional trends and risks.
Click here to view each region's outlook and download the slides.
Cement Outlook Briefing - April 2021
Topics include:
- Insights into possible changes in the upcoming PCA Regional Forecast for cement consumption at the state level to be released on May 24, 2021.
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PCA Spring 2021 Cement Outlook
Topics include:
- Putting the Forecast Into Context: 2020 Performance
- IHME Covid-19 Projections, Impacts & Risks
- Evidence of a Strong Recovery…So Far
- 2021-2023 Macroeconomic, Inflation & Interest Rate Scenario
- Growth Composition In the Context of Rising Interest Rates
- The Biden Agenda Face Value: Infrastructure “America’s Jobs Plan”
- Political Considerations & Alternative Scenarios
- The Weighted Average Baseline Outlook
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Cement Outlook Briefing - March 2021
Topics include:
- Impacts of the $1.9 trillion American Rescue Plan Act to the construction sector and cement consumption.
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Cement Outlook Briefing - February 2021
Topics include:
- Macroeconomic Data & Covid-19 Relief Impacts
- IHME Covid-19 Projections
- The Vaccine Scenario & Achieving Herd Immunity
- Inflation Threats
- Winter 2020-2021 Segment Projections
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Cement Outlook Briefing - January 2021
Topics include:
- 2020 Cement Consumption Performance
- Macroeconomic Data & Covid-19 Relief Impacts
- IHME COVID-19 Projections
- The Vaccine Scenario & Achieving Herd Immunity
- Winter 2020-2021 Projections
- The Biden Agenda: Infrastructure Implications
- Longer Term Considerations
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Fall Cement Outlook: Oct. 10, 2020
Topics include:
- Macroeconomic & COVID-19 Data
- Macroeconomic, Construction, and Cement Outlook
- Longer Term Considerations
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Briefing #6 - August 27, 2020
Topics include:
- Recent Covid & Macroeconomic Information.
- Macroeconomic Outlook Scenarios.
- Recent Cement Consumption Data & Outlook.
- Key Risks #1: Ongoing Federal Support
- Key Risks #2: A Vaccine Scenario
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Regional Economic Briefing: Western U.S.
Topics Include:
- Five-Year Cement Consumption Outlook
- Key Regional Macroeconomic Outlook Assumptions
- Alternate 'W' Regional Scenario and potential implications
- Discussion of unique regional trends and risks
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Regional Economic Briefing: Northeastern U.S.
Topics Include:
- Five-Year Cement Consumption Outlook
- Key Regional Macroeconomic Outlook Assumptions
- Alternate 'W' Regional Scenario and potential implications
- Discussion of unique regional trends and risks
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Regional Economic Briefing: Southeastern U.S.
Topics Include:
- Five-Year Cement Consumption Outlook
- Key Regional Macroeconomic Outlook Assumptions
- Alternate 'W' Regional Scenario and potential implications
- Discussion of unique regional trends and risks
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Regional Economic Briefing: Central U.S.
Topics Include:
- West North Central, West South Central Census Divisions
- Five-Year Cement Consumption Outlook
- Key Regional Macroeconomic Outlook Assumptions
- Alternate 'W' Regional Scenario and potential implications
- Discussion of unique regional trends and risks
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Briefing #5 - July 9, 2020
Topics include:
- CEO Survey & Industry Pulse
- Recent Macroeconomic Conditions & COVID-19 Information
- Key Macroeconomic Outlook Assumptions
- Likely Economic & Cement Consumption Scenarios
- Longer Term Considerations
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Briefing #4 - May 28, 2020
Topics include:
- Recent Macroeconomic Information
- CEO Survey & Industry Pulse
- Cement Consumption Data
- Macroeconomic Two Year Outlook
- Cement Consumption Two Year Outlook
- Key Risks #1: State Finances
- Key Risks #2: The Return of the Virus
- Longer Term Considerations
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Briefing #3 - April 30, 2020
Topics include:
- Macroeconomic conditions
- The transition from shutdown
- Near term cement consumption outlook
- Risks associated with states re-opening
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Briefing #2 - April 9, 2020
Topics include:
- Macroeconomic conditions
- Industry pulse: survey results of cement industry CEOs
- Preliminary estimates on the downturn in cement consumption
- What the recovery might look like
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Briefing #1 - March 26, 2020
Topics include:
- Macroeconomic conditions
- Industry pulse
- Estimates on cement consumption
- What recovery looks like moving forward
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