Articles & Briefs

Economic Roundup – PCA Regional Forecasts

PCA recently released forecasts for each of the major regions of the country, along with several sub-regions. Several consistent trends emerged, as well as a few concerns. Here are a few takeaways and things to watch.

Grading the Vulcan – U.S. Concrete Deal

In today’s zero-sum culture, in which it often seems there must be a loser for there to be a winner, win-win seems like a quaint relic from a bygone era. But is it? The first half of 2021 has seen a flurry of large transactions that attracted headlines throughout the industry. From a distance, some of these certainly appear to fit the zero-sum mold. But what about Vulcan’s pending acquisition of U.S. Concrete? Is there a clear winner?

Green producers: Reserve Recovery

If your goal is to be a green producer, effective mine planning is a necessity. A traditional mine plan includes technical and geologic details that enable efficient extraction of the deposit; a green mine plan goes a step further, optimizing the use of the entire property. In total, end use planning, mine planning, and excavation monitoring allows a green operator to maximize recovery, reduce the impact of land consumption, and recycle the property. These should be the goals of every green producer.

Vulcan to acquire U.S. Concrete

News that Vulcan is acquiring U.S. Concrete in a deal valued at nearly $2 billion is further evidence of positive industry sentiment. It is also another example of an industry leader leveraging its strong balance sheet to improve its strategic position and establish platforms for future growth.

What Q1 earnings indicate about future acquisition activity

Over the past several weeks, industry companies released their results for the first quarter of 2021. Not only did most organizations report record results, but the accompanying commentary reflected strong balance sheets, recovering markets, and markedly optimistic views for the balance of 2021 and beyond. Read here for what this means for acquisitions activity in the industry.

Green producers: Who are they?

As we move into a post-COVID era with regular reminders of Green New Deals, electric cars, solar power, wind farms, sustainability reports, net zero carbon goals, and the like, our performance conversations are changing. The idea of “green” is becoming a larger and larger topic in the business. Consider what being “green” really means. Does it not refer to a clean and efficient use of resources? Maximizing valued output and minimizing consumption and non-valued outputs? A green producer is just a great producer...and they should be celebrated.

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