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文件名称:【巴克莱-2025研究报告】专家电话会议要点脱碳水泥的前景.pdf
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文档摘要

EquityResearch

EuropeanConstruction,BuildingMaterialsInfrastructure

20May2025

EuropeanCement

ExpertCallTakeaways:The

outlookfordecarbonisedcement

Wehosted

FabrizioOlivares,formerCFOofHolcimCement,EuropeanConstruction,BuildingMaterials

AggregatesandConcreteinEuropeforafiresidechatontheInfrastructure

NEUTRAL

outlookfordecarbonisedcement.Keytakeawaysfromthe

EuropeanConstruction,Building

callaresummarisedinthisreport.

MaterialsInfrastructure

TomZhang,CFA

+44(0)2035551395

OnMonday19May,wehostedanexpertcallwith

Fabrizio

Olivares,formerCFOofHolcim

tom.zhang1@

Cement,AggregatesandConcreteinEurope,todiscussthemarketoutlookfordecarbonisedBarclays,UK

cement.Inthecall,wediscussedthecurrentsta