Investor Presentaiton
ALBERTA
D
#1
MT
#3
ND
GCC
REGIONAL LEADER IN U.S. MID-CONTINENT MARKETS
WELL-POSITIONED TO CAPTURE U.S. GROWTH AND CONSTRUCTION INDUSTRY RECOVERY
#2
WY
UT
no
CO
MN
#1
SD
nee
معي
#1
#2
IA
NE
KS
OK
mm
NM
W TX
&
#1
E TX
WI
Samalayuca and Juarez plants in
Chihuahua can supplement the
U.S. market with 0.5-0.7 mmt
Leadership position in 15 contiguous states
. CO, MN, MT, ND, NM, SD, UT and W.TX are our core markets, with 91% of U.S. sales
No other producer competes with GCC across all our markets
Diversified regional economies with low unemployment, offering clear upside
to U.S. construction recovery
Pricing upswing since 2013
· Limited prospects for greenfield capacity expansion
.
Well-protected from seaborne imports
Trident, MT cement plant acquisition (June 2018)
Rapid City, SD plant expansion (+0.4 MMT) increased U.S. cement capacity to
3.5 MMT per year (finished 4Q18)
Samalayuca, Chih. debottlenecking project (+0.2 MMT) finished in April 2023
Odessa, TX plant ongoing expansion (+1.1 MMT)
Larger sales
Mid sales
Lower sales
Coal mine
Cement plant
#
Concrete ✓ Cement terminals
Market position
in each state
8
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