17:30 18 April 2026
Domestic cement producers losing to imports
Poland’s cement industry is under pressure from declining production, rising imports, and high energy and CO2 costs. Output is expected to fall 2% y/y in 2026 to 16.8 million tons, while imports may exceed 2 million tons, driven largely by cheaper supply from Ukraine. Industry leaders warn this creates unfair competition, as non-EU producers face lower climate costs.
At the same time, energy accounts for over 35% of production costs, and CO2 prices could reach EUR 123–150 per ton by 2030. Despite these challenges, cement remains strategic for infrastructure and defense projects. The sector is calling for stronger protections, energy cost support, and tighter carbon border rules to stay competitive.
