1. Road Pavements Forum May 2006 1 Cementitious Products Road Pavements Forum

2. May 2006 2 All manufacturers have “announced” capacity increase investments from 2004 to 2008 in order to protect their current market shares and sustain the industry’s capacity up to 2012. 1.PPC1.5 mT 2.Holcim0.5 mT 3.Lafarge0.92 mT 4.NPC0.7 mT Industry Capacity Plans vs Market Demand

3. Road Pavements Forum May 2006 3 Confusion – Cement/Cementitious Current 13.2 Mt is “rated capacity” of PPC, Holcim, Lafarge, NPC On top about 1.5 Mt cementitious sold (Slagment, Ash Resources) Market figures given in 2005 are either 11.9 Mt Cementcapacity 13.2 Mt 13.4 Mt Cementitious capacity > 15 Mt

4. Road Pavements Forum May 2006 4 Lafarge: New Cement Capacity of c.1mt in 2008 Lafarge

5. Road Pavements Forum May 2006 5 Short-term: Lafarge Approach Grinding capacity Packing capacity Utilisation factor from current 85% to 90%+ Lichtenburg capacity 2.6 Mt Richards Bay with imported clinker 250 kt Partnerships with transporters Better common planning with key customers If need be, import cement R100m