Clinker demand Continued growth to Marked decline by 2030 Gradual and moderate decline by 2030 Demand and supply profiles for SCMs Slight increase in demand Significant increase in demand and potential supply constraints Moderate increase in demand Cost to manufacture and import clinker While this information is commercially sensitive, the different scenarios have implications for configuring the proportion of clinker manufactured and imported Capital investment Considerations include capital investment for storage of fly ash and slag, and highly substituted blended cements The scenario analysis outcomes have provided greater insight into decision triggers and potential challenges and opportunities for the Cement business.