
ποΈ StaalX Construction & Steel Podcast | Episode #6
Welcome to Episode 6 of the StaalX Construction & Steel Podcast.
In this episode, we break down the latest data from the Dodge Momentum Index and other market indicators to uncover whatβs driving U.S. construction planning. Private-sector momentum and the AI/data-center boom are setting the stage for long-term growth β even as public projects face short-term funding stress and delays.
π‘ Key Insights
π Early-stage construction planning surged for commercial and institutional projects.
π Private construction remains resilient, with project stress levels declining.
π° Public-sector activity weakens due to funding issues and government shutdown risks.
π€ AI and data-center demand are sustaining steel consumption and widening producer margins.
π Topics Covered
β’ How early-stage planning is shaping the 2027 construction outlook
β’ Why private projects are thriving while public ones stall
β’ The link between AI/data-center growth and steel-market resilience
β’ What these shifts mean for steel pricing and lead times
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