FMI Corp • MARCH 3, 2026

In its latest report, FMI Corp delves into the complexities of the energy transition and the infrastructure challenges it brings, featuring insights from managing directors Russell Clarke, Andrew Henderson, and Dan Shumate. They explore critical trends like the skilled labor shortage and regulatory volatility impacting investment, while also highlighting promising innovations such as AI-driven efficiencies and the growing role of battery storage. With a keen focus on navigating these evolving dynamics, the report offers a roadmap for businesses eager to seize opportunities in power and renewable energy sectors.

AGC Construction Data • FEBRUARY 27, 2026

A new report from AGC Construction Data reveals a concerning 2.9 percent spike in construction material costs, driven largely by tariffs on essential metals like aluminum, steel, and copper. While construction spending has dipped slightly, industry leaders stress the urgency for renewed infrastructure legislation to stabilize prices and boost domestic production. This dynamic landscape underscores the critical link between policy decisions and economic pressures facing the construction sector.

AGC • FEBRUARY 27, 2026

In its February report, the AGC reveals a sharp uptick in construction input prices, driven largely by tariffs on metals such as aluminum and steel. While nonresidential building starts have soared by 108% year-over-year, the residential sector faces a significant downturn with a 28% drop. Interestingly, the construction workforce is also experiencing a positive shift, with union membership rising and fatal injuries decreasing, hinting at safer job sites amidst economic changes.

J.P. Morgan Asset Management • FEBRUARY 23, 2026

In a landmark decision, the Supreme Court has deemed the President's use of the International Emergency Economic Powers Act for tariffs illegal, prompting a new 15% import levy amid ongoing legal and market uncertainty. J.P. Morgan Asset Management's February report delves into the implications of this ruling, highlighting potential refunds totaling $175 billion to importers and the tricky terrain of future tariff actions.

Dodge Construction Network • FEBRUARY 20, 2026

In January 2026, total construction starts saw a modest increase of 0.7%, reaching a seasonally adjusted annual rate of $1.24 trillion, according to the latest report from Dodge Construction Network. While nonresidential and residential sectors faced declines, a remarkable surge in nonbuilding projects—particularly a staggering 184.8% rise in electric power and utilities—signals shifting dynamics in the industry. Key projects, including the $12 billion Port Arthur LNG facility, highlight the sector's resilience amidst mixed performance.

AGC • FEBRUARY 13, 2026

In its February report, AGC reveals a promising surge in construction employment, soaring to 8.3 million with significant gains in nonresidential sectors. As wages in construction climb to an average of $38.26 per hour—outpacing the private sector—the industry faces both challenges and opportunities, particularly in multifamily housing. While costs and regulations loom, the demand for new developments like data centers and solar projects could reshape the landscape ahead.

Goldman Sachs • FEBRUARY 12, 2026

A new report from Goldman Sachs reveals a troubling trend in U.S. construction productivity, which has stagnated since 1965, averaging a decline of 0.6% annually. Economist Elsie Peng attributes this lack of growth to factors including outdated technology, increasing housing regulations, and potential mismeasurements in output, painting a stark picture of an industry struggling to innovate while the economy evolves around it.

Dodge Construction Network • FEBRUARY 6, 2026

In a key indicator of the construction market, the Dodge Momentum Index has slipped 6.3% in January, signaling a potential cooling in planning activity. While most commercial and institutional sectors experienced declines, data center projects continue to thrive, suggesting a shift towards more sustainable growth patterns. This early 2026 report highlights significant planned projects, including major data centers and institutional buildings, amidst a backdrop of substantial year-over-year increases in overall planning.

AGC • FEBRUARY 6, 2026

A February report from the Associated General Contractors of America reveals a striking surge in construction jobs, with Washington, D.C., and Kansas City leading the charge in early 2026. While 176 metro areas saw employment growth, notable losses in places like Las Vegas and New York City highlight a mixed landscape. With job openings soaring by 42% year-over-year and significant wage increases for union workers, the construction sector is poised for a dynamic year ahead.