The whole report states that the 10% of concrete made outside of China is 184 million meters cubic and considers it addressable market.
The author (Niki) has only considered the cost benefit of the addressable market for 32mpa and 40mpa based on $3k for HRM being cost efficient for Aus companies. Niki's statement of the addressable market using the VDA figures suggests that companies using similar concrete mixes is 185Bnm3 globally for 32mpa & 30mpa. (well thats my interpretation of it) Stating 10% of this is just a figure he has plucked out to show the size of the market at just 10%.
This is Niki's interpretation of the addressable market and also does not take into consideration carbon offsets and carbon credits. Carbon credit's are having to be purchased in concrete companies in Europe and should be a selling point for James when he heads overseas. ADN's view of the addressable market is clearly going to be different to that of Niki's.
Let's not forget the report is for Aus base and $3,000pt has been used in the report. For oz based companies getting it between $1,000 - $1500, the difference will more than cover transport costs etc. at this stage. And once carbon credits come in, this again changes the game for oz based companies.
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- Ann: Results of Concrete Decarbonisation Study
Ann: Results of Concrete Decarbonisation Study, page-172
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