Why Concrete Costs More When Cement Doesn't
The Cost Curve
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Why Concrete Costs More When Cement Doesn't
182 просмотра · 2 нед. назад
The Cost Curve
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182 просмотра · 2 нед. назад
Cement prices went flat. Ready-mix concrete kept climbing. The reason is a 90-minute chemical clock that decides who can even bid on a pour.
Cement is a powder that keeps, ships across oceans and gets disciplined by imports. Ready-mix concrete is a chemical reaction with a delivery window: once water hits the dry mix, the load is on a stopwatch, and Texas rejects anything that hasn't begun discharging in time.
This video follows that clock from USGS mill values and BLS price indexes into a June 2026 Department of Justice filing over the CalPortland-Vulcan deal, where the government defines a market not by distance but by minutes of driving time - and names land, not money, as the reason nobody just builds another plant.
Watch next: "Why Lumber Rose 120% and Trees Rose 5%" - another case where the raw material and the finished product stopped agreeing on a price.
#concrete #economics #antitrust
Chapters:
0:00 Two Prices Diverge
0:51 What We'll Cover
1:21 The Obvious Explanation
1:56 Where It Breaks Down
2:52 Cement Travels By Sea
3:31 Concrete Has No Ship
4:21 The Ninety-Minute Limit
5:01 Texas Writes The Clock
6:21 Chemistry As Market Boundary
7:20 How Concrete Is Bought
8:12 The San Diego Merger
9:02 Why Nobody Builds One
9:42 Twelve Billion A Year
10:26 What This Doesn't Prove
11:02 The Perishability Clock