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Concrete Logic Podcast
July 26, 2026

Who pays a 50% tariff on Canadian cement?

Canadian cement, eh? What’s the tariff all aboot? | cslships.com Who pays a 50% tariff on Canadian cement? Here is a hint. It is not Canada. President Trump announced a 50% tariff on selected Canadian goods, including cement, scheduled to take e…
July 19, 2026

Why Are We Putting Air in Concrete That Will Never Freeze?

The concrete will never freeze. But don’t worry, we tested the air anyway. Let me ask you a simple question. If the concrete is not exposed to freezing and thawing, why are we putting air in it? That question came up during my conversation with D…
July 12, 2026

Hot Weather Concrete: Why the Slab Gets Away From You

The pour started on schedule. The concrete had other plans. The truck shows up. The slump looks fine. The crew starts placing. Then everything speeds up. The concrete stiffens in the chute. The pump operator starts fighting it. The finishers l…
July 5, 2026

What the History of Data Centers Means for the Concrete Industry

Cloud Computing, 1946 Style | Credit: U.S. Army photo, public domain, via Wikimedia Commons. I got the idea for this blog post from the No Agenda podcast, which I donate to every month. Hint, hint. Now would be a great time to stop reading and do…
June 29, 2026

Are Concrete Workers Funding Wall Street’s Exit Through Their 401(k)s?

You work hard. The concrete business is not easy. Early mornings. Long days. Weather problems. Schedule pressure. Phone calls after hours. Plenty of stress. Still, every paycheck, you do the responsible thing. You put money into your 401(k). …
June 21, 2026

RGGI Is Back in Virginia. What Is It, and Why Does It Matter to Your Power Bill?

RGGI headquarters in NY | Wikipedia In a recent post, I wrote about 10 Reasons Virginia Power Bills Are Going Up, and Data Centers Are Just One. The point was simple. Data centers are part of the story. They are not the whole story. Virginia’s …
June 14, 2026

Type I/II Cement Is Coming Back. Did Concrete Learn Anything?

What was in this mix?  Type I/II cement is making a comeback. At least that is what the market is asking for. Contractors want it. Ready-mix producers want it. Owners want concrete to act like concrete again. After years of frustration with…
June 7, 2026

The Hidden Cost of Low-Carbon Concrete: Someone Has to Replace the Energy

The energy didn't disappear. It moved. | OpenAI If you listened to EP #159, you heard the news: a large swath of cement manufacturers including ones in are making Type I/II cement available again. The market spoke. Contractors complained. Ready-…
May 31, 2026

10 Reasons Virginia Power Bills Are Going Up, and Data Centers Are Just One

I was driving home from work the other day and was almost to the entrance of my neighborhood. The right lane was coned off, and there were four or five Dominion trucks lined up. Crews were setting new power poles. Nothing dramatic. No press con…
May 24, 2026

The Concrete Market Is Still Strong. So Why Are Margins Getting Squeezed?

Close your eyes and swing? | OpenAI “Hitting is timing. Pitching is upsetting timing.” — Warren Spahn Trying to figure out where the concrete market is headed feels a little like standing in the batter’s box. You do not know what pitch is comi…
May 17, 2026

Low-Carbon Concrete Still Has to Survive the Jobsite

Fortera ReCarb Plant | forteraglobal.com “What we see depends mainly on what we look for.” – John Lubbock  The concrete industry has heard enough slogans. Low-carbon cement. Green concrete. Carbon capture. Sustainable binders. Better ch…
May 10, 2026

Is Rebar Expensive, or Is the Market Protected?

Protect those margins...oh, we meant jobs. | OpenAI “Liars are not believed even when they speak the truth.” - Aesop Rebar is one of those things people love to ignore until it becomes a problem. Then it becomes everyone’s problem. It hits t…
May 3, 2026

A Concrete Contractor’s Read on Hyperscaler Earnings: The AI Buildout Is Still Hitting the Ground

No end in sight. | OpenAI The latest earnings reports from Amazon, Microsoft, and Alphabet were released on April 29, 2026, and they tell a pretty simple story for the concrete industry. The AI data center buildout is not slowing down yet. Wal…
April 26, 2026

Data Centers Are Abusing Concrete

Imagine building this without concrete. | Getty Images "Those who talk should do and only those who do should talk."  - Nassim Nicholas Taleb Data center owners have a concrete problem. Most of them just do not see it yet. Concrete is no…
April 19, 2026

Before You Build on an Old Coal Site, You Better Know What GOB Is

What a load of GOB | Credit Cardinal News "The economy is a derivative of energy." - Doomberg I am part of the 7x24 Central Virginia Exchange Education Committee. It's a committee that is part of 7x24, a networking group for the data cente…
April 12, 2026

The Real Drivers of Cement Prices

“The real price of every thing, what every thing really costs to the man who wants to acquire it, is the toil and trouble of acquiring it.” – Adam Smith If you’re in the construction industry, you’re buying cement. Maybe you buy it directly. …
April 5, 2026

Counting Ships: Australia’s Energy Tradeoffs Get Real

"Wind extinguishes a candle and energizes fire. Likewise with randomness, uncertainty, chaos: you want to use them, not hide from them." - Nassim Nicholas Taleb If you live in the U.S., Australia looks like the place that should have this f…
March 29, 2026

They Said the Internet Would Kill Jobs Too. Here We Go Again with AI.

“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.”— Roy Amara Last week I saw a post making the rounds about an Anthropic study. The takeaway was familiar. Architecture, engineeri…
March 22, 2026

Smart Concrete Companies Are Quietly Making This Move Right Now

"One resists the invasion of armies; one does not resist the invasion of ideas."  – Victor Hugo The Iran war isn’t just another geopolitical headline. It’s an energy reset. And if you’re in concrete, you’re already feeling it whether you …
March 15, 2026

Tariffs, Tankers, and the Cost of Moving Energy

“Whether one is a conservative or a radical, a protectionist or a free trader, a cosmopolitan or a nationalist, a churchman or a heathen, it is useful to know the causes and consequences of economic phenomena.”— George J. Stigler Sometimes t…
March 8, 2026

Why Contractors Should Be Careful Chasing the Next Wave of Construction Projects

“Good intentions tell you nothing about the actual consequences.” — Thomas Sowell Layoffs are recession behavior. Period. I do not care what economists call it. If demand slows and a company does not need as many people, headcount gets cu…
March 1, 2026

Winning the Game, Losing the Player

“𝗧𝗼 𝗯𝗲 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗮𝗿𝗲, 𝗮𝗻𝗱 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗮𝗿𝗲 𝗰𝗮𝗽𝗮𝗯𝗹𝗲 𝗼𝗳 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴, 𝗶𝘀 𝘁𝗵𝗲 𝗼𝗻𝗹𝘆 𝗲𝗻𝗱 𝗼𝗳 𝗹𝗶𝗳𝗲.” — Robert Louis Stevenson I was watching a youth basketball game recently. One team couldn’t miss. Full-court press. Traps. Fast breaks. Running up …
Feb. 22, 2026

Data Center Power in Virginia: The Questions HB 897 Doesn’t Answer

“Explanations exist; they have existed for all time; there is always a well-known solution to every human problem—neat, plausible, and wrong.”- H. L. Mencken Virginia keeps pouring concrete for data centers like the pace is normal. It isn’t. Ever…
Feb. 15, 2026

The EPA Finally Rolled It Back. So Now What Happens to Concrete and CO2?

“Let all men know how empty and worthless is the power of kings, for there is none worthy of the name, but He whom heaven, earth, and sea obey by eternal laws.” – King Canute Back in August we published a post called: “100 Cokes or 1 Mile:…