Construction Materials

Poised for a Potential Biden Bounce?

Published September 8, 2020

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Key Takeaways


  • A Biden/Harris win in November could potentially be a major positive catalyst for infrastructure spending and construction materials companies.

  • The pending expiration of the FAST Act (the current 5-year federal highway funding bill) presents both risks and opportunities.

  • EXP, MLM, SUM, and VMC are poised to enjoy a long-term tailwind from higher infrastructure spending in the U.S, amid pent-up demand to refurbish and upgrade America’s aging infrastructure.



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