Whether the recovery from Katrina adds to demand for construction materials depends on the types and speed of rebuilding in damaged areas.

Rubber for construction equipment tires, (Sheetrock) and some kinds of steel may also be harder to find or more expensive because of the storms,

The demand for concrete has been outstripping supply for several years. We've become more steadily dependent on imports.

The way an embassy is constructed, the way people can get to the embassy, what construction materials are used ... all those things have to be taken into account, without any doubt. And just repeat three times: vigilance, vigilance, vigilance.

My suspicion is that after the first month it takes effect, you'll see more cement showing up in Arizona.

Consumers who are doing repairs or additions to their home will notice the effect when they buy a bag of cement.