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

Radar Gets A Factory Calendar

Plus: a $500 million counter-drone ceiling, Alcoa's $5.6 billion aluminum play, Micron locks in GM, and the world's highest-grade uranium mine goes quiet.

Rewiring the Northeast

Avangrid Deputy CEO Kim Harriman joins the Standard & Works Show

America's One Memory Maker

Plus: Raytheon's $1.1 billion Sidewinder reload, South Carolina idles its newest $1.2 billion port terminal, Safran buys its way into sea drones, and a $2.6 billion desert solar farm reaches financing.

Seven Year Missile Run

Plus: Agility's public-market robotics bet, Slate's Indiana factory, IACMI's workforce expansion, and project-cargo logistics for oversized industrial loads.

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.