Relevant and even prescient commentary on news, politics and the economy.

Decreased Factory Utilization and Increasing Capacity

Factory construction has trended downward due to economic uncertainty, throughput improvements, material costs increasing, and increasing interest rates. Companies are not willing to risk investment at this time without a sound future forecast to utilize additional factory production. The surge in 2024 was driven by policies such as the CHIPS Act. Demand cooled as companies […]