By our estimate, about 45% of the $1.2 trillion bipartisan infrastructure bill that Biden agreed to will be spent on transportation related (roads, bridges, waterways, ports, airports, EVs). If passed, the bill could add a strong tailwind to slow-growth transportation construction industries like Highway & Street (above), over the next five years. Perhaps some Industrials and Materials industries may even get attention from Tech investors that believe there is no alternative (TINA) for growth.
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