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

The Quiet Reindustrialization of North Dakota

Home to drones, robots, and abundant energy, the new industrial economy has arrived on the Northern Plains

Newport News Gives Truman a Second Life

Plus: a $22.3B Texas energy campus, a $3B shipyard, and $251M for Varda.

Jacksonville Sends A Power Grid To Orbit

Plus: a $20.7B missile award, $240M in solar orders, and $150M for physical-AI chips.

Inola Unveils A $4 Billion Aluminum Smelter

Plus: an $876M jammer award, a torpedo fired from an unmanned sub, and 2,500 electric trucks on order.

Pine Bluff Lands a $2.2 Billion Munitions Campus

Plus: a $6.5B pharma groundbreaking, a $1.2B missile award, and new capital for batteries, water, and uranium.

Albany Builds A Quantum Foundry

Plus: a $205M satellite raise, a rad-hard chip line, and fresh capital for the physical economy.

Will This Be the Navy's Next Public Shipyard?

The Pentagon Owes The White House a Plan in 90 Days

Will This Be the Navy's Next Public Shipyard?

The Pentagon Owes The White House a Plan in 90 Days

Blacksburg Builds A Magnet Plant

Plus: Covenant opens a missile factory, Austin scales counter-drone production, and subsea robots get an autonomy retrofit.

Missouri Moves To Recycle Magnets

Plus: Seasats lands $24 million in orders, HII lifts shipbuilding pace, and Austin adds a chip lab.

Winchester Is Building A Hydrogen Fleet

Plus: a $600 million aerostat order, U.S. energetics lands $10.3 million, and Bristol brings 5G module production home.

JetZero Fuels Factory1

Plus: the Army scales Virginia titanium, U.S. lithium locks in a 10-year buyer, and dry-coated batteries win a $50 million push.