12 June 2025

The energy gap and power constraints: outlook for high-demand sectors - the Americas

Our latest Construction Market Insights report for the Americas examines how energy constraints are affecting projects across mission-critical sectors and explores the latest market trends for Data Centres, High-tech Industrial, Life Sciences, and Commercial.

Key Contact

Patrick Ryan
Executive Vice President – Americas
Americas
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Linesight's Construction Market Insights report for the Americas provides a comprehensive overview of the construction industry across the United States of America and Canada.

The report features a macroeconomic overview, industry trends, commodity price movements, a supply chain outlook, sector-specific insights, and a particular focus on how power constraints are influencing project delivery.

Want a glimpse of what’s inside? Explore some of the key insights below and see why this report is essential reading. 

Powering construction’s next chapter

The US and Canada are targeting net-zero by 2050. The US now prioritizes domestic energy production, while Canada focuses on decarbonizing fossil-heavy provinces. Meanwhile, North American utilities are ramping up capital plans to modernize the grid and meet rising demand. This report explores how power is influencing every stage of project delivery, from planning and procurement to execution, across the continent's most critical and energy-dependent sectors.

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Core market indicators

Economic growth in both the US and Canada is expected to slow in 2025. In the US, new tariffs and trade uncertainty are dampening investment - a trend likely to continue into 2026. Canada faces similar challenges, with its outlook downgraded due to the impact of US tariffs and geopolitical tensions. A recovery is anticipated by mid-2026, depending on the outcome of trade renegotiations.  

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The North American construction industry is gaining momentum from AI investment and advanced manufacturing in the US and infrastructure commitments in Canada. However, headwinds like tariffs and power supply constraints could slow its pace.  

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Construction commodities play a crucial role in the global economy, and their prices are subject to fluctuations due to various factors which are outlined in our report. Over 2024, the industry saw market corrections in commodities, although recent tariff announcements could present global supply chain challenges in the near-term.  

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Sectors in focus

An overview of the sectors shaping the Americas construction landscape through innovation, investment, and evolving demand.

Data Centers

As the North American Data Center sector undergoes rapid transformation, hyperscalers and developers are reevaluating their strategies to meet the rising demands for power, cooling, and specialized hardware driven by next-generation AI workloads.

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Life Sciences

The North American Life Sciences sector is evolving rapidly, but faces challenges from labor shortages and trade uncertainties. The growing trend toward flexible design, digital innovation and resilient supply chains will help sustain growth.

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High-tech Industrial (semiconductor and batteries)

Geopolitical tensions are creating short-term uncertainty in the North American High-tech Industrial sector. Despite these challenges, continued investment by industry leaders points to a positive long-term outlook.

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Commercial

The Commercial sector is poised for potential recovery, driven by demand for premium spaces and ESG initiatives, despite challenges from labor shortages and rising construction costs.

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““Despite economic headwinds and geopolitical uncertainty, North America's construction industry is poised for steady growth, driven by mission critical sectors in the US and government incentives in Canada.””
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Patrick Ryan
Executive Vice President - Americas
In Linesight's CMI reports, we cover macroeconomic factors impacting the construction industry, provide an industry overview including key indicators, and explore four key sectors - Data Centers, Life Sciences, High-tech Industrial and Commercial. Furthermore, this edition is focusing on power as a critical enabler for mission critical and strategic sectors for the construction industry.
Data for the CMI reports comes from a range of both primary and secondary sources. In addition to primary research conducted with stakeholders in the value chain, sources include GlobalData’s Construction Intelligence Center (CIC), the World Bank, IMF and OECD, as well as country-specific national statistics offices, such as the U.S. Bureau of Economic Analysis, Bureau of Labor Statistics, and also industry-specific associations and publications. More information on our methodology is available at the back of the report.
CMI refers to Linesight's Construction Market Insights reports, which provide in-depth analysis of the global construction industry, focusing on specific trends, sectors and regions.
These reports cover Europe, APAC and the GCC, and the Americas.
Linesight's CMI reports help clients and industry professionals to understand the challenges and opportunities within the construction industry, enabling them to make informed strategic decisions.
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