China: Cement Production

Whoops. Try again. Chinese cement production. (From Capital Economics this AM) pic.twitter.com/k5W7pdRR2c

— A Evans-Pritchard (@AmbroseEP) May 13, 2015

Lowest cement production in more than 10 years reflects the decline in infrastructure investment. Not good news for Australian resources stocks. Where cement production goes, iron ore and coal are likely to follow.