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

Hot Reactor Summer

Plus: Rocket Lab turns around a Space Force launch, MDA buys Blue Canyon for $620M, Port of Virginia goes deep, UPS expands pharma cold chain, and Groq raises $650M.

The University Becomes Defense Infrastructure

Research universities move to anchor the new defense industrial base

Washington Trades Grants for Equity

Plus: a $9.7B copper mine clears Argentina, BNSF's $4B desert rail hub, the Air Force's first combat drones, and J&J's $1B lens plant.

Eaton Trades Car Parts for the Power Grid

Plus: Google reportedly hands Intel a 3-million-chip order, Lockheed lands $2.3B to keep the F-35 flying, a $3.5B solar-and-battery project gets funded in Arkansas, and Einride's robot trucks head for the public market.

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.

Four Conversations in Utah

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.

A North Dakota Dispatch

North Dakota Governor Kelly Armstrong joins the Standard & Works Show