Chad Dillard: The Rebound of Non-Residential Construction

Chad Dillard: The Rebound of Non-Residential Construction

From In the Know by Bernstein Research

November 26, 2025 · 25 min · Season 1 · Episode 59

About this episode

Chad Dillard discusses the state and outlook of non-residential construction in the US, including economic challenges and technological advancements.

US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Diana Wood

Guest: Chad Dillard

Topics covered

  • non-residential construction
  • economic outlook
  • construction spending
  • technology in construction
  • monetary policy
  • fiscal policy

Keywords

  • non-residential construction
  • recession
  • construction spending
  • technology
  • AI
  • renewable energy
  • nuclear power

Mentioned in this episode

Organizations: Bernstein Research

Products: technology, AI, renewable energy, nuclear power

Places: US

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