Subscribe to a Premium Membership to receive full access to our forecasts and member-exclusive market alerts. To receive public news updates, join The Sullivan Report mailing list under Contact Us.
The Sullivan Report analyzes the post-2026 IIJA replacement, outlining four policy scenarios and their implications for U.S. cement demand, infrastructure spending, and market risk.
Explore alternative baseline, optimistic, and pessimistic economic scenarios as explored by The Sullivan Report in its Alternative U.S. Economic Cement Outlook: Fall/Winter 2025.
The 2025 federal government shutdown ended after six weeks with a short-term funding deal - through Jan. 2026 - delaying key issues but causing modest GDP and construction funding impacts.
U.S. cement and construction markets face another year of contraction given inflation's impact on highway construction, a broken Highway Trust Fund, and IIJA replacements.
Recent evidence suggests the U.S. economy may be drifting toward a slower growth path - becoming fragile. While job numbers can be volatile, job growth is slowing and trend toward further weakening. There are signs consumer is struggling under the weight of inflation.
