TRG | The Bottom Line – 6/12

This week TRG wrapped up its Global Industrial Forum with the Nasdaq team, providing an opportunity to discuss, just in time for America’s 250th, what we view as the “Golden Era” of U.S. construction and reindustrialization. We are a nation of builders. We are a nation that takes audacious dreams and builds these into transformative opportunities. From the building of the U.S. railroad & interstate highway systems to the electrification from NYC to rural communities, the U.S. maintains a “can do” attitude. Today we are seeing explosive growth as the pendulum swings to support both AI infrastructure and broad American reindustrialization. The Global Industrials Forum brought AI leaders together to discuss these themes, to filter the noise and understand where we are currently and what lies ahead.

The week was end capped with the largest IPO ever in U.S. history, SpaceX. Against this backdrop, TRG continues to focus on building its knowledge base on the future of the convergence of reindustrialization and the AI infrastructure build out. TRG has worked through the reindustrialization and data center boom one critical input at a time – energy, water, aggregates. Each is an early-stage bottleneck that gates how fast capacity can come online. This week we turned to steel, providing another lens on the reindustrialization and data center build out themes.

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