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Why the climate change-driven disruption of the cement industry is one of the greatest and most underappreciated investment opportunities of the next decade.

While pundit and investor attention is justifiably fixated on the alternative-energy race, the climate-change driven disruption of cement is far too often neglected. Concrete—of which cement is the main ingredient—is the most widely used man-made material and ranks second only to water as the most-consumed resource on the planet. Cement production has increased 30-fold since 1950, and four-fold since 1990. Last year, more than four billion tonnes of cement were produced globally. Alone, China pours more cement every three years than the U.S. did in the entire 20th Century. And today, roughly 70% of the world’s population lives in structures at least partly made of concrete. That extraordinary global dependence on cement has taken a t...

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