Construction end market check-in: 2025 Backlog and momentum indicators
Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.
Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.
Rising global capital and power costs, driven by China's production cap and higher-cost expansion in Indonesia, are structurally resetting aluminum's incentive price, making higher LME levels necessary to unlock new primary capacity outside China.
Atalco is getting a $450 million infusion to expand production in Louisiana
AKFA Aluminum Solutions will establish its first US manufacturing facility in Bowling Green, Kentucky, introducing a new extrusion-focused aluminum producers into the regional secondary market.
AI is seeing an aggressive buildup, but some cracks are beginning to show.
In a rare Section 403 filing, the Department of Energy formally argued that the Federal Energy Regulatory Commission already has the legal authority to directly regulate large-load grid interconnections.
Upgrades of transmission lines translates into new demand for Aluminum Core Steel Reenforced electric cable.
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.