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01 · Reindustrialization
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Does it grow American productive capacity?
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100 Gigawatts to 400: Why I’m All In on Trump’s Nuclear Bet
I’ll admit it up front: I’m a true believer in nuclear power. So take this with whatever grain of salt you want. But the case is strong enough that you don’t have to take my word for it.
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We Build Under 1% of the World’s Ships. Trump Wants That Fixed.
If you want one picture of what went wrong with American industry, don’t look at a closed steel mill. Look at the shipyards.A nation that cannot make steel, ships, reactors and medicine cannot defend its freedom. This desk tracks the rebuilding of American industry, honestly and plant by plant.
What we watch
- The monthly Employment Situation from the Bureau of Labor Statistics
- The manufacturing survey from the Institute for Supply Management
- Construction spending from the Census Bureau
- Section 232 actions, plant openings and closings
- Nuclear Regulatory Commission licensing milestones
- Navy awards, and the yards that have to fulfill them
- Critical minerals, and power for new industrial loads
Documents this desk reads
- 2026 Trade Policy Agenda, Office of the U.S. Trade Representative (opens in a new tab)
- Economic Report of the President, 2026, chapter on trade (opens in a new tab)
- 2025 National Security Strategy (opens in a new tab)
- Restoring America’s Maritime Dominance, February 2026 (opens in a new tab)
- Department of the Navy, FY27 budget request (opens in a new tab)
- White House fact sheet on the nuclear industrial base, May 23, 2025 (opens in a new tab)
- Department of Energy notes on the nuclear orders (opens in a new tab)
- IRS guidance on qualified production property (opens in a new tab)
- Bureau of Labor Statistics, Employment Situation (opens in a new tab)
- Census Bureau, construction spending (opens in a new tab)