Industry Intel

Andrew Ratchford
  • 5.0 (1)
  • Investing
  • Weekly

Weekly briefing on site selection, economic development, and industrial news

  1. 1d ago

    Week of Oct 25 - Nov 01, 2026

    Audi's first U.S. plant in Middle Georgia, a run of water, transit and freight rail projects, and Meta helping finance a low-carbon cement plant.

  2. 2d ago

    Week of Oct 18-25, 2026

    U.S. Steel's new Pittsburgh-area mill, the critical-minerals race behind chips and nickel, and new power sources from Indiana nuclear to Google's virtual power plant.

  3. Oct 19

    Week of Oct 11-18, 2026

    GlobalFoundries' $21 billion New York chip build, a wave of foreign manufacturers reshoring to North America, and a $30.7 billion surge in U.S. defense production.

  4. Oct 11

    Week of Oct 04-11, 2026

    Anduril's .6B Navy shipyard in Maryland, a wave of third-party logistics consolidation led by CH Robinson's .8B RXO deal, and Bayer's .2B pharmaceutical bet on Ohio.

  5. Oct 4

    Week of Sep 27 - Oct 4, 2026

    A $15 billion steel mill planned for Iowa leads a week dominated by manufacturing incentives, from the Ford-JPMorgan-Michigan deal to 48E tax credits, plus Amazon's 20-year Maryland nuclear deal and the $16 billion Hudson Tunnel breaking ground.

  6. Sep 27

    Week of Sep 20-27, 2026

    Construction groundbreakings fell 25% even as record facility announcements crossed the wire, a surge of foreign direct investment into North American manufacturing, and the operational-technology security risk of wiring physical plants to AI.

  7. Sep 21

    Week of Sep 13-20, 2026

    Coca-Cola's billion bet on localizing U.S. production, a wave of multi-billion-dollar civil megaprojects from New York's Second Avenue subway to new ballparks and West Coast ports, and the reshoring of critical hardware through Honda's rare-earth-free magnets and a new Mississippi transformer plant.

  8. Sep 13

    Week of Sep 06-13, 2026

    GE Aerospace's $12 billion move to buy its own castings supplier, a split pair of environmental-liability rulings reshaping where heavy industry can site, and the labor paradox of billion-dollar plants rising as legacy workers get laid off.

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About

Weekly briefing on site selection, economic development, and industrial news

Information

  • Creator
    Andrew Ratchford
  • Years Active
    2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © Andrew Ratchford
  • Show Website
    Industry Intel