The Capacity Paradox: Thawing the "Investment Chill" Through Structural Governance

The Capacity Paradox: Thawing the "Investment Chill" Through Structural Governance

The Capacity Paradox: Thawing the "Investment Chill" Through Structural GovernanceGreg Rusnell
Published on: 03/04/2026

Analyzing the "Capacity Paradox": Why U.S. manufacturing is expanding at record speeds while equipment spending freezes. A strategic brief on reclaiming the Modernization Dividend to bridge the 2030 automation divide.

ISM Manufacturing PMI April 2026PwC Automation Forecast 2030DOE Industrial Innovation FundingStructural Profit OptimizationCapital Expenditure ParadoxManufacturing EBITDA Governance