Gypsum Products in North America
This study examines the market for gypsum and gypsum products in North America (i.e., the US, Canada and Mexico). Crude gypsum supply and demand is discussed, including the role played by both mined natural gypsum and synthetic gypsum. Gypsum products covered in the study include wallboards (all major types), building and industrial plasters, gypsum for cement, agricultural gypsum, and gypsum used as filler. Demand for gypsum products is also analyzed by end use, including residential buildings, nonresidential buildings and nonbuilding construction, as well as industrial and agricultural markets. In addition, major gypsum mining companies, synthetic gypsum producers and gypsum product firms are identified and profiled, and the key industry competitive variables are discussed. The entire report is framed within the gypsum industry’s economic, technological and market environments.
INTRODUCTION x
I. EXECUTIVE SUMMARY 1
II. MARKET ENVIRONMENT 4
General 4
Demographic & Household Trends 5
Macroeconomic Overview 6
United States 9
Canada 11
Mexico 12
Construction Trends 14
Residential Building Construction 16
Housing Starts 18
Improvement & Repair Expenditures 21
Nonresidential Building Construction 22
Nonbuilding Construction 24
Cement Outlook 25
United States 27
Canada 29
Mexico 30
Agricultural Overview 31
United States 33
Canada 34
Mexico 35
Historical Market Trends 36
Pricing Trends 39
Crude Gypsum 41
Gypsum Board 42
Environmental Considerations 45
Gypsum Mining & Manufacturing Operations 46
Waste Gypsum Disposal & Recycling 47
Synthetic Gypsum 49
International Environment 50
Mined Gypsum 51
Europe 54
Asia/Pacific 54
Latin America 54
Africa/Mideast 54
Wallboard & Plaster Demand 55
Europe 55
Asia/Pacific 56
Latin America 57
Africa/Mideast 57
III. GYPSUM SUPPLY & DEMAND 59
General 59
Mine Production 61
Synthetic Gypsum Demand 63
United States 69
General 69
Mine Production 71
Synthetic Gypsum Demand 72
Canada 73
General 73
Mine Production 75
Synthetic Gypsum Demand 76
Mexico 77
General 77
Mine Production 78
IV. GYPSUM PRODUCT OVERVIEW 81
General 81
Calcined Gypsum 82
Uncalcined Gypsum 83
Product Outlook 85
Regional Outlook 86
V. CALCINED GYPSUM PRODUCTS 89
General 89
Gypsum Board 92
Manufacturing Process 95
Demand by Country 96
Demand by Type 98
Regular Gypsum Board 102
Type X Gypsum Board 105
Water-Resistant Gypsum Board 109
Sheathing Gypsum Board 112
Veneer Gypsum Board 114
Mobile Home Gypsum Board 117
Ceiling Tile 119
Prefinished & Other Gypsum Board 121
Demand by Market 124
Residential Construction 125
New 127
Improvement & Repair 128
Nonresidential Construction 128
New 130
Improvement & Repair 131
Other Markets 132
Building Plasters 133
Industrial Plasters 136
VI. UNCALCINED GYPSUM PRODUCTS 141
General 141
Cement Additive 144
Agricultural Gypsum 146
Fillers & Other 149
VII. MARKETS 152
General 152
Construction 154
Residential 158
New Residential 161
Residential Improvement & Repair 163
Nonresidential 165
New Nonresidential 167
Nonresidential Improvement & Repair 169
Nonbuilding 171
Industrial 173
Agricultural 176
VIII. INDUSTRY STRUCTURE 179
General 179
Industry Composition 180
Gypsum Product Market Share 185
USG 186
National Gypsum 187
Georgia-Pacific 188
Saint-Gobain (CertainTeed) 188
Other Significant Companies 189
Gypsum Board Capacity 190
Vertical & Horizontal Integration 194
Cooperative Agreements 196
Manufacturing 201
Marketing 204
Distribution 205
Mergers & Acquisitions 206
Company Profiles 208
American Electric Power Company Incorporated 209
American Gypsum, see Eagle Materials
Caopas, see Compania Minera Caopas
Caraustar Industries Incorporated 210
CertainTeed Corporation, see Saint-Gobain
Compania Minera Caopas SA de CV 212
Compania Occidental Mexicana SA de CV 213
Duke Energy Corporation 213
E.ON AG 215
Eagle Materials Incorporated 216
Federal Gypsum Company 219
FirstEnergy Corporation 220
Georgia-Pacific, see Koch Industries
Harrison Gypsum Company 221
Holloway (HM) Incorporated 222
Huntsman Corporation 223
Koch Industries Incorporated 225
Keystone-Conemaugh Projects, see Reliant Energy
Lafarge SA 228
Louisville Gas and Electric, see E.ON AG
National Gypsum Company 231
New West Gypsum Recycling Incorporated 234
NiSource Incorporated 235
PABCO Gypsum, see Pacific Coast Building Products
Pacific Coast Building Products Incorporated 236
Panel Rey SA 238
Potash Corporation of Saskatchewan Incorporated 239
Reliant Energy Incorporated 240
Saint-Gobain 241
Taylor Recycling Facility LLC 244
Temple-Inland Incorporated 245
Tennessee Valley Authority 247
USG Corporation 248
Wilson (Art) Company 254
Other Companies Mentioned in the Study 255
LIST OF TABLES
TABLE NUMBER PAGE
SECTION I -- EXECUTIVE SUMMARY
Summary Table 3
SECTION II -- MARKET ENVIRONMENT
1 North America Demographic & Household Trends 6
2 North America Macroeconomic Environment 8
3 United States Macroeconomic Environment 11
4 Canada Macroeconomic Environment 12
5 Mexico Macroeconomic Environment 14
6 North America Construction Fixed Investment 16
7 North America Residential Building Fixed Investment 18
8 North America Housing Starts 21
9 North America Nonresidential Building Fixed Investment 24
10 North America Nonbuilding Construction Fixed Investment 25
11 North America Cement Production 27
12 North America Agriculture Land Use 32
13 North America Crude Gypsum Market, 1996-2006 38
14 North America Gypsum Product Pricing Trends 40
15 Gypsum Board Pricing Dynamics, 1996-2006 44
16 World Gypsum Mine Production 53
SECTION III -- GYPSUM SUPPLY & DEMAND
1 North America Gypsum Supply & Demand 61
2 North America Gypsum Mine Production, 2006 63
3 Selected Synthetic Gypsum Supply Arrangements 67
4 United States Gypsum Supply & Demand 70
5 United States Gypsum Mine Production, 2006 72
6 Canada Gypsum Supply & Demand 74
7 Canada Gypsum Mine Production, 2006 76
8 Mexico Gypsum Supply & Demand 78
9 Mexico Gypsum Mine Production, 2006 80
SECTION IV -- GYPSUM PRODUCT OVERVIEW
1 North America Gypsum Product Demand by Type 86
2 North America Gypsum Product Demand by Country 87
SECTION V -- CALCINED GYPSUM PRODUCTS
1 North America Calcined Gypsum Product Demand by Type & Country 92
2 North America Gypsum Board Demand by Country 98
3 North America Gypsum Board Demand by Type 101
4 North America Regular Gypsum Board Demand 105
5 North America Type X Gypsum Board Demand 109
6 North America Water-Resistant Gypsum Board Demand 112
7 North America Sheathing Gypsum Board Demand 114
8 North America Veneer Gypsum Board Demand 116
9 North America Mobile Home Gypsum Board Demand 119
10 North America Ceiling Tile Demand 121
11 North America Prefinished & Other Gypsum Board Demand 123
12 North America Gypsum Board Demand by Market 125
13 North America Residential Gypsum Board Demand 126
14 North America Nonresidential Building Gypsum Board Demand 130
15 North America Other Markets for Gypsum Board 133
16 North America Gypsum Demand in Building Plasters 136
17 North America Gypsum Demand in Industrial Plasters 140
SECTION VI -- UNCALCINED GYPSUM PRODUCTS
1 North America Uncalcined Gypsum Product Demand by Type & Country 143
2 North America Gypsum Demand in Cement 146
3 North America Gypsum Demand in Agriculture 149
4 North America Uncalcined Gypsum Demand in Fillers & Other Products 151
SECTION VII -- MARKETS
1 North America Gypsum Product Markets 154
2 North America Construction Demand for Gypsum Products 157
3 North America Residential Construction Demand for Gypsum Products 160
4 North America New Residential Construction Demand for Gypsum Products 163
5 North America Residential Improvement & Repair Demand for Gypsum Products 165
6 North America Nonresidential Building Construction Demand for Gypsum Products 167
7 North America New Nonresidential Building Construction Demand for Gypsum Products 169
8 North America Nonresidential Building Improvement & Repair Demand for Gypsum Products 170
9 North America Nonbuilding Construction Demand for Gypsum Products 173
10 North America Industrial Demand for Gypsum Products by Product & Country 176
11 North America Agricultural Demand for Gypsum Products 178
SECTION VIII -- INDUSTRY STRUCTURE
1 North America Gypsum Product Sales by Company, 2006 184
2 North America Gypsum Board Capacity by Producer, 2006 193
3 Selected Cooperative Agreements 199
4 Selected Acquisitions & Divestitures 207
LIST OF CHARTS
CHART NUMBER PAGE
SECTION II -- MARKET ENVIRONMENT
1 North America Crude Gypsum Market Trends, 1997-2006 39
2 Gypsum Board Price-Capacity
Utilization Relationship, 1996-2006 45
3 World Gypsum Mine Production by Region, 2006 52
SECTION III -- GYPSUM SUPPLY & DEMAND
1 North America Crude Gypsum Consumption
by Source, 1996-2016 69
SECTION IV -- GYPSUM PRODUCT OVERVIEW
1 North American Gypsum Industry Flow Chart, 2006 84
2 North America Gypsum Product Demand
by Country, 1996-2016 88
SECTION V -- CALCINED GYPSUM PRODUCTS
1 North America Gypsum Board Demand by Type, 2006 102
SECTION VI -- UNCALCINED GYPSUM PRODUCTS
1 North America Uncalcined Gypsum Demand by Type, 2006 144
SECTION VII -- MARKETS
1 North America Construction Demand for Gypsum Products
by Market & Product, 2006 158
SECTION VIII -- INDUSTRY STRUCTURE
1 North America Gypsum Product Market Share, 2006 186
2 North America Gypsum Board Capacity, 1996-2011 192
