Manufacturing Monitor

Wall Street just bought a space factory

Section 232 just learned how to aim

Section 232 got targeted. PMI hit a four-year high. Plus Ford Energy and how a battery cell gets made.

The AI buildout is industrializing HVAC

Heat is the bottleneck in the AI buildout. Chillers, CDUs, and the thermal stack are now strategic capacity.

A grocer just became a $700M factory

H-E-B turns a grocer into a regional manufacturer, plus Lilly's genetic-medicine plant, Coca-Cola's glass line, Royal Enfield's ecosystem play, and how a glass bottle gets made.