as you mention shandong, here is an older comment (4thQ 2010) on the province price trend. Perhaps CSGJ has had some energy-control problems to ? We will soon know
The fourth quarter is usually the peak period of cement supply, but the current shortfall is likely to continue over the next month, and prices are expected to remain at high levels, analysts said.
To achieve energy-saving targets for the 11th Five-Year Plan (2006-2010), Zhejiang, Jiangsu, Shandong, Guangxi and a dozen other provinces and regions adopted stringent measures to lower energy consumption. Energy-intensive industries such as cement and steel have become primary targets for electricity-control orders.
Energy-control measures in Zhejiang dragged down local cement output immediately. According to China Cement Net, prices in the province jumped five times between July and August. At present, local prices are 20 to 30 percent higher than in the second quarter.
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