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
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The Modernization Dividend: Reclaiming Structural Capital for the Global AI Race

The Modernization Dividend: Reclaiming Structural Capital for the Global AI Race

The Modernization Dividend: Reclaiming Structural Capital for the Global AI RaceGreg Rusnell
Published on: 27/03/2026

Analyzing the intersection of unified AI policy, critical mineral sovereignty, and the transition from reactive to governed P&Ls. A strategic brief on reclaiming structural capital to fund the 2026 modernization mandate.

Federal AI Policy 2026Critical Mineral DecouplingStructural Profit OptimizationReshoring Capital AllocationCUSMA 2026 ReviewManufacturing EBITDA Governance
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