Dear Mineralocity Subscriber,
The start of 2026 is showing a fascinating split in the aggregates market. While major industry players reported strong results to close out 2025, the Q1 earnings landscape is proving to be a bit more mixed.
Despite massive, sustained demand from data center construction and public works projects, several companies missed Q1 analyst expectations as labor shortages and rising energy costs hit the bottom line.
Here is a quick look at the recent highlights:
- Martin Marietta (MLM): Reported record fourth-quarter aggregates revenue and expanded gross margins to 34%, impressively navigating a landscape where housing starts remain 20% below post-COVID peaks.
- Vulcan Materials (VMC): Closed out a strong year with full-year 2025 Adjusted EBITDA rising 13%.
- Knife River (KNF): Ended the quarter with a record $1 billion backlog, signaling sustained and heavy momentum in the public funding sectors.
- Amrize (Holcim North America): Made a massive long-term play by finalizing the purchase of PB Materials, securing 50 years of aggregate reserves in the highly lucrative Permian Basin.
What’s next for Mineralocity?
As the market shifts, we are continuously upgrading our datasets to ensure you have the intelligence you need to stay ahead. Here is what our team is working on right now:
- More Contact Info: We are currently in the process of rolling out even more verified contact information for active sites to make your outreach faster and more direct.
- Canadian Expansion: We are actively mapping and preparing to launch data layers for Canada’s active mines across the entire country. Stay tuned for the official release date!
A New Way to Use Mineralocity Data (Enterprise Licensing) With labor shortages impacting the entire industry, your GIS and strategy teams are too valuable to be doing manual data entry.
If your enterprise team prefers to bypass the Mineralocity dashboard and plug our data directly into your own internal systems, we now offer direct data licensing. We’ve done the heavy lifting of cleaning and verifying the messy public data so your team doesn’t have to.
If you want to license our confirmed producer, geology or land layers directly for your internal GIS, reply directly to this email and let’s build a custom solution that works for you.
Stay safe and keep building,
Best regards,
Crystal Burgess
CEO & Co-Founder, Burgex Mining Consultants
Meet our Newest Team Member!
Logan holds a B.S. and M.S. degree in Geology and began his career in mining, engineering, and environmental consulting. Over the past two years, he transitioned into digital marketing and sales, helping businesses improve their online presence and drive growth. Originally from Pennsylvania, he moved to California a few years ago and brings a unique blend of technical expertise and business development experience. He is particularly interested in identifying market opportunities, evaluating expansion potential, and improving overall visibility and excited to be part of the team and contribute to the continued growth of Mineralocity.
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Our goal is to add massive value to your operations. If you see a Mineralocity data layer you want to plug directly into your own internal GIS, just let us know. Whether you need to license raw datasets, build a custom integration or design a tailored data solution, we are happy to create exactly what works for your workflow.
In Episode 61, we’re back in the studio with Blue (who may or may not be in charge of the house) to break down what feels like a major turning point across mining markets, supply chains, and exploration.
Click to the link to listen.
