Companies covered: CRH PLC (NYSE:CRH), Construction Partners Inc. (NASDAQ:ROAD), Knife River Corp. (NYSE:KNF), MDU Resources Group, Inc. (NYSE:MDU), DuPont de Nemours Inc. (NYSE:DD), Ecolab Inc. (NYSE:ECL), Tesla Motors, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Corteva Inc. (NYSE:CTVA), Louisiana-Pacific Corporation (NYSE:LPX), Beacon Roofing Supply, Inc. (NASDAQ:BECN), West Fraser Timber Co. Ltd. (NYSE:WFG), Accsys Technologies PLC (OTCMKTS:ACSYF), Danimer Scientific, Inc. (NYSE:DNMR), ESGL Holdings Ltd. (NASDAQ:ESGL), Matrix Service Company (NASDAQ:MTRX), SenesTech Inc. (NASDAQ:SNES), Sterling Infrastructure, Inc. (NASDAQ:STRL)