Gypsum Products in North America

Industry forecasts for 2013 & 2018

Publication Date	September 2009
Publisher	Freedonia Group
Product Type	Report
Pages	252
ISBN Number	not applicable
Product Code	FED00078

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Summary

North American gypsum demand to benefit from

recovery in US housing Demand for crude gypsum and gypsum products in North America will benefit from the recovery of the US residential housing sector by 2013. Consumption of gypsum is heavily dependent upon construction activity, given that the bulk
of demand is consumed in gypsum board (wallboard), building plasters and cement. The collapse of the US housing
market in 2007 and 2008 caused demand for gypsum and gypsum products to decline dramatically. As the US housing
sector recovers, demand for gypsum building products will also rebound from its weak 2008 base. Prospects for gypsum
and gypsum products in Canada and Mexico will be less promising, especially in Canada, where construction activity is
expected to be stagnant through 2013.

Synthetic gypsum to continue gaining market share

Crude gypsum supplies in North America continue to be dominated by material extracted from gypsum mines. Such material accounted for more than threequarters of regional demand in 2008. Synthetic gypsum, which is produced as a by-product of the flue gas desulfurization process used at coal-fired electric power plants, accounted for the remainder. Synthetic gypsum has increased its share of the total market rapidly over the last ten years, and will continue to account for a growing portion of demand, although gains will be less rapid.

Dominant construction market to offer best growth

opportunities Demand for gypsum products is dominated by construction materials, particularly gypsum board, building plasters and cement additives. Overall, construction products accounted for 88 percent of gypsum product demand in 2008. Construction markets will post the most rapid gains through 2013, as the US housing market recovers from its weak 2008 performance. In particular, growth prospects will be best in residential construction markets, while nonresidential markets remain relatively flat. Nonbuilding markets will advance about 2.0 percent annually through 2013. Consumption of gypsum products in industrial and agricultural markets will continue to lag overall growth.

Content

INTRODUCTION

I. EXECUTIVE SUMMARY

     II. MARKET ENVIRONMENT
        General
        Macroeconomic Overview
          United States
          Canada
          Mexico
        Demographic Trends
        Construction Trends
          Residential Building Construction
           Improvements & Repairs
           Housing Starts
          Nonresidential Building Construction
          Nonbuilding Construction
        Cement Overview
          United States
          Canada
          Mexico
        Agricultural Overview
          United States
          Canada
          Mexico
        Historical Market Trends
        Pricing Trends
          Crude Gypsum
          Gypsum Board
        Environmental & Regulatory Considerations
          Gypsum Mining & Manufacturing Operations
          Waste Gypsum Disposal & Recycling
          Synthetic Gypsum
          Indoor Air Quality
          Green Building Practices                  52
        World Overview
          Mined Gypsum
           Europe
           Asia/Pacific
           Latin America
           Africa/Mideast
          Wallboard Demand
           North America
           Western Europe
           Asia/Pacific
           Latin America
           Eastern Europe
           Africa/Mideast

    III. GYPSUM SUPPLY & DEMAND
        General
          Mine Production
          Synthetic Gypsum Demand
        United States
          General
          Mine Production
          Synthetic Gypsum Demand
        Canada
          General
          Mine Production
          Synthetic Gypsum Demand
        Mexico
          General
          Mine Production

     IV. GYPSUM PRODUCT OVERVIEW
        General
          Calcined Gypsum
          Uncalcined Gypsum
        Product Outlook
        Regional Outlook

     V. CALCINED GYPSUM PRODUCTS
        General
        Gypsum Board
          Manufacturing Process
          Demand by Country
          Demand by Type
           Regular Gypsum Board
           Type X Gypsum Board
           Water-Resistant Gypsum Board
           Sheathing Gypsum Board
           Veneer Gypsum Board
           Mobile Home Gypsum Board
           Ceiling Tile
           Prefinished & Other Gypsum Board
          Demand by Market
           Residential Construction
           Nonresidential Construction
           All Other Markets
        Building Plasters
        Industrial Plasters

     VI. UNCALCINED GYPSUM PRODUCTS
        General
        Cement Additives
        Agricultural Gypsum
        Fillers & Other

    VII. MARKETS
        General
        Construction
          Residential
           New Residential
           Improvement & Repair
          Nonresidential
           New Nonresidential
           Nonresidential Improvement & Repair
          Nonbuilding
        Industrial
        Agricultural

    VIII. INDUSTRY STRUCTURE
        General
        Industry Composition
        Gypsum Product Market Share
          USG
          National Gypsum
          Georgia-Pacific (Koch Industries)
          CertainTeed (Saint-Gobain)
          Other Significant Companies
        Gypsum Board Capacity
        Vertical & Horizontal Integration
        Cooperative Agreements
        Manufacturing
        Marketing
        Distribution
        Mergers & Acquisitions
        Company Profiles
          Allied Custom Gypsum, see Harrison Gypsum
          American Electric Power Company Incorporated
          American Gypsum Company, see Eagle Materials
          Caopas, see Compania Minera Caopas
          Caraustar Industries Incorporated
          CertainTeed Corporation, see Saint-Gobain
          Compania Minera Caopas SA de CV
          Compania Occidental Mexicana SA de CV
          Duke Energy Corporation
          E.ON AG
          Eagle Materials Incorporated
          FirstEnergy Corporation
          Georgia-Pacific LLC, see Koch Industries
          Harrison Gypsum Company
          Holloway (HM) Incorporated
          Keystone-Conemaugh Projects, see RRI Energy
          Koch Industries Incorporated
          L&W Supply Corporation, see USG
          Lafarge SA
          National Gypsum Company
          New West Gypsum Recycling Incorporated
          NIPSCO, see NiSource
          NiSource Incorporated
          PABCO Gypsum, see Pacific Coast Building Products
          Pacific Coast Building Products Incorporated
          Panel Rey SA
          Potash Corporation of Saskatchewan Incorporated
          Republic Paperboard Company LLC, see Eagle Materials
          RRI Energy Incorporated
          Saint-Gobain
          Taylor Recycling Facility LLC
          Temple-Inland Incorporated
          Tennessee Valley Authority
          TVA, see Tennessee Valley Authority
          USG Corporation
          Wilson (Art) Company
        Other Companies Involved in the Industry

LIST OF TABLES


        SECTION I -- EXECUTIVE SUMMARY
        Summary Table

        SECTION II -- MARKET ENVIRONMENT
      1 North America Macroeconomic Indicators
      2 United States Macroeconomic Indicators
      3 Canada Macroeconomic Indicators
      4 Mexico Macroeconomic Indicators
      5 North America Demographic Indicators
      6 North America Construction Indicators
      7 North America Residential Building Spending
      8 North America Housing Starts
      9 North America Nonresidential Building Spending
     10 North America Nonbuilding Construction Spending
     11 North America Cement Production
     12 North America Agriculture Land Use
     13 North America Crude Gypsum Market, 1998-2008
     14 North America Gypsum Product Pricing Trends
     15 Gypsum Board Pricing Dynamics, 1998-2008
     16 World Gypsum Mine Production

        SECTION III -- GYPSUM SUPPLY & DEMAND
      1 North America Crude Gypsum Supply & Demand
      2 North America Gypsum Mine Production, 2008
      3 Selected New Synthetic Gypsum Supply Arrangements
      4 United States Gypsum Supply & Demand
      5 United States Gypsum Mine Production, 2008
      6 Canada Gypsum Supply & Demand
      7 Canada Gypsum Mine Production, 2008
      8 Mexico Gypsum Supply & Demand
      9 Mexico Gypsum Mine Production, 2008

        SECTION IV -- GYPSUM PRODUCT OVERVIEW
      1 North America Gypsum Product Demand by Type
      2 North America Gypsum Product Demand by Country

        SECTION V -- CALCINED GYPSUM PRODUCTS
      1 North America Calcined Gypsum Product Demand
          by Type & Country
      2 North America Gypsum Board Demand by Country
      3 North America Gypsum Board Demand by Type
      4 North America Regular Gypsum Board Demand
      5 North America Type X Gypsum Board Demand
      6 North America Water-Resistant Gypsum Board Demand
      7 North America Sheathing Gypsum Board Demand
      8 North America Veneer Gypsum Board Demand
      9 North America Mobile Home Gypsum Board Demand
     10 North America Gypsum Ceiling Tile Demand
     11 North America Prefinished & Other Gypsum Board Demand
     12 North America Gypsum Board Demand by Market
     13 North America Residential Gypsum Board Demand
     14 North America Nonresidential Building Gypsum Board Demand
     15 North America Other Markets for Gypsum Board
     16 North America Building Plaster Gypsum Demand
     17 North America Industrial Plasters Gypsum Demand

        SECTION VI -- UNCALCINED GYPSUM PRODUCTS
      1 North America Uncalcined Gypsum Product Demand
          by Type & Country
      2 North America Uncalcined Gypsum Demand
          in Cement Additive Applications
      3 North America Uncalcined Gypsum Demand
          in Agricultural Applications
      4 North America Uncalcined Gypsum Demand
          in Filler & Other Applications

        SECTION VII -- MARKETS
      1 North America Gypsum Product Demand by Market
      2 North America Construction Demand for Gypsum Products
      3 North America Residential Construction Demand
          for Gypsum Products
      4 North America New Residential Demand for Gypsum Products
      5 North America Residential Improvement & Repair Demand
          for Gypsum Products
      6 North America Nonresidential Construction Demand for
          Gypsum Products
      7 North America New Nonresidential Construction Demand
          for Gypsum Products
      8 North America Nonresidential Building Improvement
          & Repair Demand for Gypsum Products
      9 North America Nonbuilding Construction Demand for
          Gypsum Products
     10 North America Industrial Demand for Gypsum Products by
          Product & Country
     11 North America Agricultural Demand for Gypsum Products

        SECTION VIII -- INDUSTRY STRUCTURE
      1 Gypsum Product Sales by Company, 2008
      2 North America Gypsum Board Capacity by Producer, 2008
      3 Selected Cooperative Agreements
      4 Selected Acquisitions & Divestitures

                 LIST OF CHARTS

CHART NUMBER                                 PAGE

        SECTION II -- MARKET ENVIRONMENT
      1 North America Crude Gypsum Market Trends, 1998-2008
      2 Gypsum Board Price-Capacity Utilization
          Relationship, 1998-2008
      3 World Gypsum Mine Production by Region, 2008
      4 World Gypsum Board Demand by Region, 2008

        SECTION III -- GYPSUM SUPPLY & DEMAND
      1 North America Crude Gypsum Demand by Country, 2008
      2 North America Crude Gypsum Consumption
          by Source, 1998-2018

        SECTION IV -- GYPSUM PRODUCT OVERVIEW
      1 North American Gypsum Industry Flow Chart, 2008
      2 North America Gypsum Product Demand by Country, 2008

        SECTION V -- CALCINED GYPSUM PRODUCTS
      1 Calcined Gypsum Product Demand by Country, 2008
      2 North America Gypsum Board Demand by Type, 2008

        SECTION VI -- UNCALCINED GYPSUM PRODUCTS
      1 North America Uncalcined Gypsum Demand
          by Application, 2008

        SECTION VII -- MARKETS
      1 North America Gypsum Product Demand by Market, 2008
      2 North America Construction Demand for Gypsum Products
          by Market Sector & Product, 2008

        SECTION VIII -- INDUSTRY STRUCTURE
      1 North America Gypsum Product Market Share, 2008
      2 North America Gypsum Board Capacity, 1998-2008