Friday, September 4, 2026
The Logical Insight

Manufacturing

In-depth manufacturing analysis and news for business executives.

Economic Activity Stalls in Twelfth District, Fed Report Finds
Economics

Economic Activity Stalls in Twelfth District, Fed Report Finds

The San Francisco Fed's Beige Book shows Twelfth District economic activity was flat in July-August, with stable employment, modest price increases, and pessimistic business sentiment unchanged from prior periods.

19h ago
2025 Tariffs Show No Clear Effect on Jobs, Chicago Fed Analysis Finds
Economics

2025 Tariffs Show No Clear Effect on Jobs, Chicago Fed Analysis Finds

Chicago Fed analysis of 2025 tariffs found no significant employment impact despite higher input costs and industry protection, as offsetting forces in manufacturing appeared to cancel out job gains and losses.

2d ago
Steel Tariffs Trigger Protection Spiral, Report Warns
Economics

Steel Tariffs Trigger Protection Spiral, Report Warns

National Taxpayers Union report finds steel tariffs have triggered "cascading protection," forcing government to impose tariffs on 407 downstream product categories, squeezing industries employing 80 workers per steel-maker.

3d ago
India's Battery Self-Sufficiency Is 10 to 15 Years Away, Report Finds
Energy

India's Battery Self-Sufficiency Is 10 to 15 Years Away, Report Finds

India's battery manufacturing covers under 1% of its 260 GWh demand, with self-sufficiency 10 to 15 years away despite policy ambition and announced capacity.

Aug 20, 2026
South Korea, Brazil Revive Trade Talks as Mineral Access Reshapes Negotiations
Economics

South Korea, Brazil Revive Trade Talks as Mineral Access Reshapes Negotiations

South Korea and Brazil revived trade talks in July 2026 after five years of silence, with critical minerals reshaping negotiations worth $10.8 billion annually despite unresolved technical disputes.

Aug 17, 2026
Oil Volatility Could Push Global EV Adoption 50% Above Forecasts by 2040
Energy

Oil Volatility Could Push Global EV Adoption 50% Above Forecasts by 2040

Wood Mackenzie projects energy volatility could push global EV adoption 50% above baseline by 2040, slashing oil demand and requiring $45 billion in metals investment.

Aug 17, 2026
Power work now drives 40% of WSP's US revenue, up from 20% share in 2021
Energy

Power work now drives 40% of WSP's US revenue, up from 20% share in 2021

WSP Global's U.S. power and energy revenue has surged to 40% of total American income from 20% five years ago, driven by utility modernization, data centers, and nuclear projects.

Aug 15, 2026
Texas Grid Demand Could Hit 120 GW by 2030, But Supply Bottlenecks May Limit Growth
Energy

Texas Grid Demand Could Hit 120 GW by 2030, But Supply Bottlenecks May Limit Growth

Texas grid demand may reach 120 GW by 2030, up 30% from recent peaks, but supply chain constraints will limit growth below ERCOT forecasts, Ascend Analytics reports.

Aug 14, 2026
India Set for Record Solar Year, but New Rules Push Prices Higher
Energy

India Set for Record Solar Year, but New Rules Push Prices Higher

India will commission over 50 GW of solar capacity in 2026, a record, but ALMM-II policy creates supply shortages that will keep prices elevated through 2027.

Aug 14, 2026
Caterpillar Sales Hit Record $20.5 Billion on Data Center Demand
Manufacturing

Caterpillar Sales Hit Record $20.5 Billion on Data Center Demand

Aug 13, 2026
Global Robots to Consume 363 TWh by 2035, Nearly Matching France's Nuclear Output
Energy

Global Robots to Consume 363 TWh by 2035, Nearly Matching France's Nuclear Output

Aug 12, 2026
Siemens Gas Turbine Orders Hit 69 GW Backlog Amid Soaring U.S. Demand
Energy

Siemens Gas Turbine Orders Hit 69 GW Backlog Amid Soaring U.S. Demand

Aug 11, 2026
Southeast Asia to Build Just 15 GW of 53 GW Gas Power Goal by 2030
Energy

Southeast Asia to Build Just 15 GW of 53 GW Gas Power Goal by 2030

Aug 5, 2026
Aluminum Deficit Cut to 900,000 Tonnes as Metals Weather Middle East Conflict
Manufacturing

Aluminum Deficit Cut to 900,000 Tonnes as Metals Weather Middle East Conflict

Aug 5, 2026
Pentagon Creates New Office to Expand Defense Suppliers, Reduce China Reliance
Security

Pentagon Creates New Office to Expand Defense Suppliers, Reduce China Reliance

Aug 4, 2026
Trump DOE Reviews Transformer Efficiency Rule, Utilities Warn of Supply Disruptions
Energy

Trump DOE Reviews Transformer Efficiency Rule, Utilities Warn of Supply Disruptions

Aug 1, 2026
U.S. Metal Tariffs Raise Cost of Building Chip Factories, Report Finds
Technology

U.S. Metal Tariffs Raise Cost of Building Chip Factories, Report Finds

Jul 30, 2026
U.S. Probes 59 Countries for New Tariffs Under Section 301
Policy

U.S. Probes 59 Countries for New Tariffs Under Section 301

Jul 28, 2026
UK Taxpayers Spent $509 Million to Keep British Steel Afloat Before Nationalization
Policy

UK Taxpayers Spent $509 Million to Keep British Steel Afloat Before Nationalization

Jul 27, 2026
Renewables Could Supply One-Third of U.S. Industrial Heat by 2035, Study Finds
Energy

Renewables Could Supply One-Third of U.S. Industrial Heat by 2035, Study Finds

Jul 25, 2026
Aerospace and AI Drive Growth in Two Manufacturing Sectors Amid Industrywide Decline
Manufacturing

Aerospace and AI Drive Growth in Two Manufacturing Sectors Amid Industrywide Decline

Jul 24, 2026
GE Vernova's Gas Turbine Orders Hit 116 GW as Wind Segment Stumbles
Energy

GE Vernova's Gas Turbine Orders Hit 116 GW as Wind Segment Stumbles

Jul 23, 2026
California's Plastic Ban Forces Packaging Changes on All 50 States, Lawsuit Claims
Policy

California's Plastic Ban Forces Packaging Changes on All 50 States, Lawsuit Claims

Jul 20, 2026
Boston Fed Reports Slight Economic Growth, Rising Price Sensitivity
Economics

Boston Fed Reports Slight Economic Growth, Rising Price Sensitivity

Jul 17, 2026
Sungrow Tops First Global Battery Storage Ranking as Industry Hits 100 GW
Energy

Sungrow Tops First Global Battery Storage Ranking as Industry Hits 100 GW

Jul 15, 2026
California Plastic Ban Faces 17-State Lawsuit Over Interstate Commerce
Policy

California Plastic Ban Faces 17-State Lawsuit Over Interstate Commerce

Jul 14, 2026
Vehicle Delivery Network Moves 14 Million Cars Yearly, but Faces Growing Risks
Manufacturing

Vehicle Delivery Network Moves 14 Million Cars Yearly, but Faces Growing Risks

Jul 14, 2026
America's Signature Africa Trade Program Stuck in "25-Year-Old Model," Milken Institute Warns as Expiration Looms
Policy

America's Signature Africa Trade Program Stuck in "25-Year-Old Model," Milken Institute Warns as Expiration Looms

Jul 8, 2026
How a 200-Year-Old Guild Battle Gave Us Martin Guitars—and a Modern Licensing Warning
Policy

How a 200-Year-Old Guild Battle Gave Us Martin Guitars—and a Modern Licensing Warning

Jul 8, 2026