The delayed capital works. If 10% is normal, off the back of the Eisenhower era spend, the JFK spend, the LBJ spend on infrastructure, then capital works budgets have been lick-of-paint since. They're overdue for significant re investment.

The federal capital works improvement spending proposed as recovery intervention identifies 100 major bridges nationally, and another 10,000 worth investing in.[1]

Since then 10% can't stop, the likely spend has to be more. It's that simple.

[1] https://www.whitehouse.gov/briefing-room/statements-releases...