by britanycartner | Mar 23, 2026
For much of the past decade, industrial growth in the United States has been framed as a story of opportunity. Electrification. Advanced manufacturing. Reshoring. AI. Capital is flowing. Announcements are frequent. The narrative is optimistic. But beneath the...
by britanycartner | Feb 26, 2026
Automotive investment trends in 2026 reflect a structural shift in how manufacturing capital is evaluated and deployed across the United States and globally. Project counts have moderated compared to pre pandemic years, yet capital intensity has increased. For...
by britanycartner | Jan 15, 2026
At a glance, the global system can appear relatively calm. Oil prices have softened. Fuel costs have eased in some markets. Shipping continues to move. But those signals mask a more complicated reality. Lower prices today reflect slowing global demand more than...
