Tag: Infrastructure

The state of Kentucky has awarded more than $3 million in rail-infrastructure grants to Logan Aluminum and Novelis, strengthening the integrated Berea-Russellville supply chain.

Federal regulators under the Trump administration have intensified oversight and reduced tax incentives for solar projects, delaying massive developments like Nevada's Esmeralda 7 and threatening to stall over 55 GW of new capacity.

Building on the backlog analysis, this follow-up connects Dodge Construction Network's construction starts data, the Dodge Momentum Index, and the AIA/Deltek Architecture Billings Index to map how project planning, design, and execution are aligning - or diverging - across the construction cycle.

This installment examines August's Associated Builders and Contractors Construction Backlog Indicator, breaking down shifts by industry, region, and company size to show where contractors' forward workloads are expanding - and where they're stalling.

AMU takes a closer look at obscure but telling markets - corrugated boxes, cement, and coatings - for early clues on where aluminum demand may really be headed in 2025.

Recent IEA data underscores an erratic electricity supply mix alongside sharply rising demand, with future prices signaling poor economics for operating an aluminum smelter and pointing instead to behind-the-meter generation backed by outside financing.

Parsing out conflicting construction data from the census, Dodge and other sources to see where the market may be headed.

Conflicting reads across census spending, backlog surveys, and Dodge planning data point to a construction market where commercial may be nearing a floor, infrastructure remains buoyed by long pipelines, and heavy industrial lags.

Part 2 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.

Part 1 of a deeper look at the expanded Section 232 tariffs on aluminum derivatives.