Is a major cement shortage coming?
Many are projecting a worsening of the cement shortage. The border wall will certainly not help. Currently about 4 million metric tons of 14 million metric tons Texas uses each year have to be imported. It takes years to get a permit for a new plant to manufacture it. Expect prices and delays to increase. This might cause continued upward pressure on existing home stocks.
I do not even want to get into what will happen if the Mexican government reduces the flow of cement across the border.