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

Greg 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.

Capital LiberationFiscal Governance & Compliance

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

Greg 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.

Strategic Resilience