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Jan. 25, 2026

Europe’s Energy Reality Check Is Coming for Materials

When the lights get expensive, everything else follows. For the last few years, Europe has been trying to run an industrial economy on wishful thinking. It looked fine in speeches. It looked even better in press releases. Then the bill showed up.…

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Jan. 18, 2026

Ohio’s Data Center Power Rule Is What Other States Won’t Say Out Loud

Buckeyes for the win! (Adobe)   Data centers are the new “economic development win” that shows up in a press release before anyone asks the obvious question. Where’s the power coming from? And who’s paying to build t…

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Jan. 11, 2026

The Hidden Reasons Concrete Feels More Expensive Than It Should

Concrete didn’t become the default building material because it was fashionable. It won because it made sense. It was durable. It was local. And for a long time, it was the economical choice when you looked at the whole building—not just…

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Jan. 4, 2026

How to be Successful in Concrete in 2026 & Beyond

Making it look easy. Adobe   For a long time, success in the concrete industry was simple. Know the spec.Hit strength.Keep the schedule moving. If something went wrong, you pointed to the drawings, the mix design, or the standard and moved …

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Dec. 28, 2025

We Can’t Plug a Data Center Into a Press Release

Proven technology. Georgia Power. The Trump Media + TAE Fusion Power merger still reads like a deal someone dreamed up in the airport bar during a 3-hour delay. A social media company with meme-stock metabolism merges with a f…

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Dec. 21, 2025

Questioning Construction Productivity

What’s the productivity benchmark for a guitar-shaped building? (Miami Herald). This week’s post was inspired by a LinkedIn post from Eric Koehler. Hello Eric. Eric is a sharp, thoughtful guy and someone I respect. He was also a guest …

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Dec. 14, 2025

How Did We Come to Demonize CO₂?

CO₂ capture. Because photosynthesis apparently doesn’t matter. (Adobe) I got another message this week. Same theme as a few others.  “Anti-PLC.” “Only talking about it because it draws an audience.”…

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Dec. 7, 2025

Could Fly Ash Really Be America’s Rare Earth Backup Plan?

Fire 'em back up. (Adobe)   Every now and then something crosses my screen that stops me mid-scroll. This week it was an argument that coal fly ash might help break China’s chokehold on rare earth elements.  It is not a bad though…

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Nov. 30, 2025

The Business Principles Behind Building the #1 Concrete Contractor in America

Grit. (Bakerconstruction.com) If you ever sit down with Dan Baker long enough, you realize the man doesn’t talk in clichés. He talks in lived experience.  Everything he says comes from some job where his …

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Nov. 23, 2025

The Real Reason Type IL Took Over: An Energy Crisis, Not a Climate Plan

Follow the Line. Follow the Money. If you’ve been following the Type IL situation the last few years, you’ve heard every excuse under the sun about why Portland limestone cement suddenly became the “future” of American concr…

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Nov. 16, 2025

Carbon Capture: The Multi-Billion-Dollar Fantasy That Will Triple Cement Costs

Pipe dream. (Adobe) Every once in a while, the cement industry drops a headline so painfully obvious you wonder if anyone has been awake for the last decade.   This week’s gem?   Europe is sounding the alarm that cement prices cou…

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Nov. 9, 2025

When Green Turns to Brown: The Hidden Cost of Dominion’s Solar Buildout

Progress. (Adobe) Dominion Energy just filed its 2025 Renewable Portfolio Standard plan with the Virginia State Corporation Commission. It’s their roadmap for meeting Virginia’s renewable energy mandates under the Clean Economy Act.If y…

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Nov. 2, 2025

The Truth About CO₂ and Concrete: What the DOE and Bill Gates Now Admit

Changing of the guard. (Adobe)  Back in July, we covered the U.S. Department of Energy report A Critical Review of Impacts of Greenhouse Gas Emissions on the U.S. Climate. It didn’t get nearly the attention it deserves. The report—…

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Oct. 26, 2025

The Creature of Lehigh Valley

A rare glimpse of the Creative Minds of Cement in their natural habitat - a castle. (OpenAI)   It was a crisp autumn morning in late 2021 when the tolling of bells echoed through the vaulted halls of Castle Valkenhorst, perched high on a Euro…

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Oct. 19, 2025

The End of Free Trade: China Just Went for the Jugular

Don’t worry, we’ll just dig our own—how hard can it be? For decades, we’ve been told that free trade keeps the world out of trouble. The logic was simple: if countries are busy buying, selling, and shipping each other’…

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Oct. 12, 2025

AI Data Centers: When the Money Doesn’t Add Up

Somebody’s paying for all this concrete… hope it’s not my Xbox bill. (photo credit: Adobe) I ran across a couple of blog posts from Harris “Kuppy” Kupperman over at Praetorian Capital. The guy’s a veteran hedge …

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Oct. 5, 2025

Enron Was the Future Too

Is NVIDIA an Astros fan? (Getty Images) Enron was the golden child. By 2000, it was the seventh largest company in America, worth more than sixty billion dollars. The business magazines loved them. Wall Street analysts couldn’t say enough goo…

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Sept. 21, 2025

Grocery Prices, Tariffs, and the Stupidity of Repeating History

Raising cane (Adobe). If you think groceries are expensive now, just wait—this winter they could double. Back in March, I wrote about McKinley’s tariffs and how history showed us exactly what happens when governments play with trade ba…

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Sept. 14, 2025

What a Western Hemisphere Pivot Could Mean for Concrete

By Victor Gillam - https://pixels.com/featured/monroe-doctrine-1896-granger.html, Public Domain, https://commons.wikimedia.org/w/index.php?curid=82247860 I read an article from Doomberg, one of my favorite geopolitical writers, and it got me thinki…

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Sept. 7, 2025

Who’s Right About CO₂? Cement’s “Climate Fix” vs. DOE’s Reality Check

Back in 2011, the cement industry told us portland-limestone cement (PLC) was no risk. The updated State of the Art Report 2024 walks that back. Now it admits PLC can have higher carbonation, chloride ingress, and admixture sensitivity—but don…

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Aug. 31, 2025

Tariffs, AI, and the Smell of Recession

I don’t spend my days at the country club or hanging out in boardrooms. I’m a business development guy in concrete construction. That means I’m chasing projects, knocking on doors, and keeping our name out there. If I end up on a g…

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Aug. 24, 2025

Is Low-Carbon Concrete Built on Shaky Science? DOE’s 2025 Report Raises Doubts

The Department of Energy just released a report that probably isn’t getting the attention it deserves: A Critical Review of Impacts of Greenhouse Gas Emissions on the U.S. Climate (July 2025). It was written by a group of respected scientists&…

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Aug. 17, 2025

Would Cement Producers Ever Go Back from Type IL?

Cement plant at Lime, Oregon (Credit: Middlebury College) The EPA is trying to roll back the 2009 Endangerment Finding for motor vehicles. I haven’t heard anyone else say it, but I think there’s a chance that move could spill over into …

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Aug. 10, 2025

100 Cokes or 1 Mile: What the EPA’s Rollback Could Mean for Cement

  The EPA is moving to roll back the 2009 Endangerment Finding — at least for motor vehicles — and with it, scrap the CO₂ limits that were supposed to tighten the screws on model years 2027 through 2032. If this happens, automakers…

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