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Before You Build on an Old Coal Site, You Better Know What GOB Is
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 Real Drivers of Cement Prices
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 SmithIf you’re in the construction industry, you’re buying cement…
Counting Ships: Australia’s Energy Tradeoffs Get Real
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 t…
They Said the Internet Would Kill Jobs Too. Here We Go Again with AI.
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 AmaraLast week I saw a post making the rounds about an Anthropic study. The takeaway was familiar. Archi…
Smart Concrete Companies Are Quietly Making This Move Right Now
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&…
Tariffs, Tankers, and the Cost of Moving Energy
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…
Why Contractors Should Be Careful Chasing the Next Wave of Construction Projects
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 ma…
Data Center Power in Virginia: The Questions HB 897 Doesn’t Answer
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. MenckenVirginia keeps pouring concrete for data centers like the pace is normal…
When Everyone Agrees, Slow Down.
Feb. 8, 2026

When Everyone Agrees, Slow Down.

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.” — Charles Mackay A guy wrote that in 1841. 1841.&nb…
Why Guyana’s Oil Matters More Than Venezuela’s Reserves
Feb. 1, 2026

Why Guyana’s Oil Matters More Than Venezuela’s Reserves

Keep your eye on the prize. (Adobe)You’ve probably seen the dumb version of this story already.“Trump wants cheap oil.” “Exxon won’t touch Venezuela.” “Guyana hit the jackpot.” “Russia and Ch…
Europe’s Energy Reality Check Is Coming for Materials
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.…
The Hidden Reasons Concrete Feels More Expensive Than It Should
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…
Questioning Construction Productivity
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 …
The Real Reason Type IL Took Over: An Energy Crisis, Not a Climate Plan
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…
Carbon Capture: The Multi-Billion-Dollar Fantasy That Will Triple Cement Costs
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…
When Green Turns to Brown: The Hidden Cost of Dominion’s Solar Buildout
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…
The Truth About CO₂ and Concrete: What the DOE and Bill Gates Now Admit
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—…
The End of Free Trade: China Just Went for the Jugular
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’…
AI Data Centers: When the Money Doesn’t Add Up
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 …
Enron Was the Future Too
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…
Grocery Prices, Tariffs, and the Stupidity of Repeating History
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…
What a Western Hemisphere Pivot Could Mean for Concrete
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=82247860I read an article from Doomberg, one of my favorite geopolitical writers, and it got me thinki…
Tariffs, AI, and the Smell of Recession
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…
100 Cokes or 1 Mile: What the EPA’s Rollback Could Mean for Cement
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…