October 2025 APCA MARKET PENETRATION RESEARCH www.ContinuumCapital.net Executive Summary (2 of 6) Summary Talking Points 1. 2008/2009 peak mileage primarily captured by union contractors. 2. 2014, 2017, and 2019 peak mileage primarily captured by merit shop contractors. 3. Beyond 2010, merit shop firms picked up more peak workforce and lost less trough workforce than union firms. 4. Political leadership yields a mixed effect on transmission, hazardous liquid (HL), and gathering construction activity. The Biden administration has been very effective at curtailing activity in this market sector. 5. 2000 to 2023 State workforce growth, in percentage terms, is concentrated in northern plains, mountain west, Texas, and south where flexible energy policy typically exists. 6. Merit shop workforce size trending up since 2010 trough. 6
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