Should Resilient Infrastructure and Data Center Demand Shift Vulcan Materials’ (VMC) Risk-Reward Profile?

In recent days, commentary on Vulcan Materials has highlighted that the company is benefiting from solid public infrastructure demand, supported by federal, state, and local funding alongside large private nonresidential projects such as data centers and LNG developments. This combination of resilient public spending and large-scale private construction work is helping counter softer residential activity and higher input costs, reinforcing Vulcan Materials’ role as a key aggregates supplier...