The intelligence briefing for U.S. Capex decision makers.

The Rescue Boat Nobody Was Driving

Plus: Day & Zimmermann re-ups the country's largest ammo depot for twenty years, iRocket turns Hydra-70s into drone killers, Iceye's radar-satellite round hits ~$12B, and the Pentagon reorders domestic antimony.

Grimes County Bets Its Tax Base on Terafab

Plus: State Department clears a $1.98B Anduril counter-drone sale to Kuwait, NextEra moves to buy Dominion in a roughly $120B deal, SpaceX launches a $75B IPO roadshow, and DOE commits $850M to coal plant modernization.

Rare Earth Gets Real In Blacksburg

Plus: Raytheon wins SPY-6 work, Air Products expands near St. Louis, AV grows in Dayton, Urenco adds enrichment capacity, and Mach raises $300M.

Utah Is Building

Plus: Davie turns Texas shipyards toward icebreakers, OPmobility adds Toledo supplier capacity, SEG Solar builds in Houston, and NVIDIA pulls AI into the fab.

Utah is Building

The race to reindustrialize is being waged state by state. Four conversations in the Beehive State show what a winning model looks like.

Modine Sells The Factory Calendar

Plus: Johnson Matthey buys into data-center emissions control, DTE backs Michigan-made batteries, BorgWarner expands in Hendersonville, and X-Bow scales rocket motors in Texas.

North Dakota's Governor Pitches the Prairie

Plus: America's last rail mill gets a billion-dollar upgrade, every package in America just got smarter tracking, and $127 billion in tariff refunds hitting Monday.

Pitching the Prairie

North Dakota Governor Kelly Armstrong joins the Standard & Works Show

AMCA, SendCutSend, and The New Factory Middle

Plus: Google builds Missouri power load, BAE upgrades munitions facilities, rare-earth refining without China’s reagent choke point, and submarine combat-control work.

Camden Becomes A Missile Factory Town

Plus: solid rocket motor funding, radios that detect drones, F-35 electronic warfare kits, Utah lithium, and data-center backup power.

Colossus Sized Bet

Plus: NVIDIA and Corning's optical manufacturing buildout, Astranis' $450M raise, Scout Space's Virginia production line, and Moment Energy's second-life battery factory round.

North Carolina Mobilizes to Land Defense Spending

New coalition targets $2 billion in Pentagon R&D and manufacturing contracts, a ten-fold increase