So Paunrana of ARM is very smart. He started (quietly) expanding the cement production in Kilifi District. ARM is now ready to supply locally a large part of the requirement.
The ARM factory in Tanga, Tanzania will do well since it can export to Kenya under EAC rules.
EAPCC will become irrelevant at this rate. Even the new players like National Cement & Mombasa Cement are expanding rapidly.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett