EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26      
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2Q22 Heavy Materials survey

Report by Thompson Research Group

TRG’s survey focuses on aggregate, concrete, asphalt and cement volume and pricing trends throughout the quarter. During this survey season, they have been particularly focused on the relative changes in momentum, especially for the residential end market. Pricing is going through while volumes and margins are a mixed bag. TRG’s 25-page report also includes earnings previews and estimate changes for Arcosa, Atlas Technical Consultants, Eagle Materials, Martin Marietta Materials, Summit Materials and Vulcan Materials.

Edition 139 - 08 Jul 22