CBAM reshapes the market as Holcim strengthens its position in the slag sector

The European cement and blast furnace slag market is undergoing significant transformation. Regulatory changes, particularly the introduction of the Carbon Border Adjustment Mechanism (CBAM), coincide with the modernisation of production facilities, influencing demand for granulated blast furnace slag (GBFS) and air‑cooled blast furnace slag (ACS).

CBAM introduces uncertainty and market pressure

According to CemNet, European markets have sharply declined as traders reduce their positions amid concerns over systemic changes linked to CBAM implementation. A key issue is that verifiers are not yet fully prepared, creating additional risks for importers of cement and slag-based materials.
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Analysts note that CBAM has a particularly strong impact on the GBFS market, as a significant share of granulated slag is imported from outside the EU, and the new rules require precise carbon footprint accounting at all production stages.

Holcim completes a key construction phase at the Tilbury Grinding Plant

Holcim has announced the completion of steelwork at its new Tilbury Grinding Plant in the United Kingdom. The facility will specialise in processing GBFS, enabling increased production of low‑carbon cements and strengthening the company’s position in the sustainable construction materials market.
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The project is part of Holcim’s long‑term decarbonisation strategy and aims to expand the use of slag components in cement blends. The new mill is expected to reduce reliance on imported GBFS and stabilise supply under tightening regulatory conditions.

Demand for ACS and GBFS continues to grow in Europe

Despite regulatory challenges, demand for ACS and GBFS in Europe is rising due to the shift toward low‑carbon cement blends, the modernisation of blast furnaces, and the expansion of EU infrastructure projects. Slag‑based materials are becoming a key element in the decarbonisation strategy of the construction sector, while new production capacities play a crucial role in ensuring market stability.