Intelligence Reports
Thematic reads on structural workforce dynamics — sector-level disruptions, concentrated demand cycles, and emerging execution-risk patterns not captured by standing market briefs.
Local workforce intelligence
Metro- and role-level reads from the Workforce Intelligence Lab — grouped by role, added as new analyses ship.
Project Manager (10)
Superintendent (10)
Electrician (11)
Estimator (10)
Civil Engineer (10)
Infrastructure Watch
Lightweight monthly read — award movers, hiring velocity, WEI tier changes, and one signal to watch.
CHIPS, fabs & grid collision
CGCI index — quarterly movers, BLS workforce signals, and transparent component breakdown.
Power, grid & data center
Where the build-out is concentrating — and the labor it pulls forward.
Where AI Data-Center Construction Is Concentrating
49 verified projects · ~6.8 GW · ~$31.3B — a front-loaded leading indicator of electrical and mechanical labor demand.
Read reportWhich State Grids Can Absorb New Load
~1.73M MW interconnection queue across 50 states — grid readiness as the throttle on construction-labor demand.
Read reportPower Build-Out as a Labor Leading Indicator
~288.6 GW planned generation across 2,261 projects — multi-year leading indicator for electrical and civil labor.
Read reportPermits, awards, and hiring signals
Forward signals of the construction labor demand that follows.
Building Permits as a Labor Leading Indicator
~336K residential units in Q1 2026 — Census permit authorizations as a leading indicator of labor demand.
Read reportInfrastructure Investment → Workforce
~43K classified federal awards · ~$41.6B obligated — reading federal investment as a labor leading indicator.
Read reportConstruction Hiring Demand Signal
1.35M U.S. job postings classified by segment — where construction hiring demand concentrates nationally.
Read reportConstruction Role Demand
~130K classified postings by execution role and trade — which seats are hardest to fill across segments.
Read reportSupply, balance & talent flow
Licensed contractor base, market tightness, and workforce movement.
Contractor Workforce-Pressure Concentration
Banded composite pressure across ~4,200 federal-award-linked contractors — award-driven demand clusters.
Read reportConstruction Supply–Demand Balance
Hiring demand vs. licensed contractor supply — where markets are relatively tight or slack.
Read reportConstruction Labor Supply
1.8M contractor-license records across ten states — a supply-side census of the licensed contractor base.
Read reportConstruction Talent Flow
How construction talent moves between industries — a comparatively closed labor market.
Read reportAI infrastructure & workforce pressure
Foundational reports on concurrent AI-compute and grid build-out.
AI Infrastructure Expansion and the Workforce Pressure Cascade
Concurrent AI compute, data-center, and grid build-out — structural workforce dynamics standard analytics undertrack.
Read reportAI Infrastructure and the Construction Workforce Disruption
Hyperscale data-center construction concentrating pressure in electrical, mechanical, and project-leadership pools.
Read reportAbout intelligence reports
Intelligence reports are produced when a structural dynamic reaches sufficient scale and analytical clarity to warrant a dedicated brief. They are not forecast documents — they characterize conditions as of their publication date using the same directional, banded methodology as the standing briefs. Reports are versioned; when underlying data refreshes materially, a revision note is appended. See methodology for confidence handling and source attribution.