25 annotations
Continued product demand, together with customer preference for material quality and availability, is expected to support an extended favorable pricing environment.
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2022 Q2
18 Sep 22
we're advising customers of a fourth quarter price increase in a number of our markets
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2022 Q2
18 Sep 22
Product gross margin declined 170 basis points to 32.3% as robust pricing growth was not quite enough to offset the inflationary impacts of higher energy, internal freight, contract services and supplies expenses.
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2022 Q2
18 Sep 22
our teams are taking actions to mitigate the impacts of this historic inflation by implementing third quarter price increases broadly across products and geographies, which primarily take effect between July 1 and September 1.
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2022 Q2
18 Sep 22
customer backlogs are firmly ahead of prior year levels
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2022 Q2
18 Sep 22
large-scale energy projects and domestic manufacturing is expected to largely insulate product shipments from any near-term affordability driven headwinds in residential end markets.
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2022 Q2
18 Sep 22
We're the largest cement producer in Texas
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2022 Q2
18 Sep 22
Texas is the big cement-producing state
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2022 Q2
18 Sep 22
the $200 million headwind this year versus last year, $100 million in diesels, it's worth mentioning $50 million is natural gas.
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2022 Q2
18 Sep 22
if we see more wind energy in places like the Midwest, keep in mind, those tend to be very aggregates intensive jobs as well.
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2022 Q2
18 Sep 22
aggregates has gone from 13.5 million requirements to what looks like now it's closer to 19 million tons of requirements. The cubic yardage of ready-mix has gone from 770,000 to now 920,000.
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2022 Q2
18 Sep 22
the potential if those projects come to bear of around 13.5 million tons of aggregates that are tied to those different jobs and about 770,000 cubic yards of ready-mix
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2022 Q2
18 Sep 22
those large LNG project pipeline projects that we see in South Texas and Louisiana
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2022 Q2
18 Sep 22
if housing slows in markets, it would take several months, 6, 9, in some places, 12 for commercial to slow.
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2022 Q2
18 Sep 22
even with June slowdown in housing, single-family housing starts remain at approximately $1 million on a seasonally adjusted basis
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2022 Q2
18 Sep 22
data center demand remains robust
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2022 Q2
18 Sep 22
as traditional brick-and-mortar retailers and grocers adapt to a secular shift and consumers' preference for delivered goods.
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2022 Q2
18 Sep 22
we're experiencing an uptick in warehouse and cold storage construction from businesses other than Amazon
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2022 Q2
18 Sep 22
with warehouses, consistent with Amazon's public announcement in April.
We expect a moderation in their rapid square footage growth rate.
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2022 Q2
18 Sep 22
the Samsung semiconductor facility in Austin, the Stellantis Samsung joint venture lithium-ion battery plant near Indianapolis, the Taiwan Semiconductor campus near Phoenix and the Vinfast electric vehicle site near Raleigh-Durham
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2022 Q2
18 Sep 22