South Africa's new credit guarantee vehicle is expected to support billions of dollars in infrastructure projects and reduce reliance on the state https://t.co/rzyqgtM4vG ...

Management View - Loma Negra's CEO Sergio Faifman reported a 1.2% year-over-year decline in cement dispatch for Q4 2025, indicating a continuation of the trend observed in previous quarters [2] - The company anticipates high single-digit volume growth for 2026, driven by an increase in infrastructure projects [2]

Britain’s HS2 railway is a cautionary tale for what can go wrong with infrastructure projects. There are early signs of similar problems at Heathrow https://t.co/08mxfF5hWeIllustration: Simon Bailly https://t.co/ShJN9jajeD ...

The public commission building the $16 billion Gateway rail tunnel between New York and New Jersey said it sued the Trump administration over a federal funding freeze that could halt work on one of the nation’s biggest infrastructure projects https://t.co/KPXDvyBOSg ...

Company Overview - Knife River is a leading U.S.-based supplier of aggregates-based construction materials and related contracting services, operating across multiple regional segments [5] - The company generates revenue through the extraction, processing, and sale of aggregates and related materials, as well as through construction contracting services supporting public infrastructure projects [8] - As of January 27, Knife River's market capitalization is $3.91 billion, with a revenue of $3.05 billion and a net income of $148.32 million [4] Recent Developments - On January 28, Headland Capital disclosed that it sold all 63,636 shares of Knife River, with an estimated transaction value of approximately $4.89 million [2] - Despite a solid recent earnings report, Knife River's shares are down more than 31% over the past year, significantly underperforming the S&P 500 by 47.5 percentage points [3][9] - The company reported record third-quarter revenue of $1.2 billion, up 9% year over year, driven largely by acquisitions and pricing gains [6] Market Position and Challenges - Knife River's backlog reached a record $995 million, with approximately 87% tied to public infrastructure projects, most of which are expected to convert within a year [6] - The company is facing margin pressures in certain regions and has experienced weather disruptions affecting volumes [9] - In Oregon, Knife River is working to "right-size" its team and find operating efficiencies to adapt to current market conditions [9]

Tanzania plans to sell part of it gold reserves to finance spending on infrastructure projects, as it faces reduced donor funding https://t.co/WfnijQMtQU ...

Republicans’ plan to fast-track federal approvals of power plants, pipelines and other energy and infrastructure projects passed the House on Thursday https://t.co/TuG0yuVfEW ...

Project Status & Funding - Two major transit infrastructure projects in New York City are ongoing: a new Hudson Rail tunnel connecting Manhattan and New Jersey, and a Second Avenue subway extension into Harlem [1][2] - An $18 billion funding halt in October did not stop work or payment to workers on either project [2][3] - The federal government is reviewing the projects to ensure compliance with new rules [4] Regulatory Compliance - The MTA (Metropolitan Transportation Authority) and the Gateway project are communicating with the Trump administration to comply with new rules [5] - Contracts cannot give special priority to women and minority-owned projects, although they can still be considered part of the disadvantaged business enterprise program [5][6] - Both transit organizations state they can comply with the new rules without problems, allowing work to continue [6]

Let's bring in Dan Close, the head of municipals over at New. Dan, thank you very much for being here. Now, we always talk about general obligation revenue.This is a true revenue kind of bond situation developing. What exactly are sales tax bonds and why are MUN investors keying more on them these days. And >> thanks for having me on the exchange, Tom.I always love coming back here and talking munis. So, when you're going to the mall on Black Friday, you're going in and buying on Cyber Monday and you're swi ...

Fav infra projects on Sui? 👇 ...