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Latest energy & infrastructure coverage from US Industry News.
This article analyzes the current legislative status of U.S. federal permitting reform (NEPA reform, CERTAIN Act, etc.), explores the profound impact of reform gridlock on infrastructure, energy, and industrial projects, and looks ahead to the industry and investment landscape in the next 3-5 years.
Based on the latest SEIA data, analyze the explosive growth of the US solar manufacturing industry since 2022, explore how policies, supply chains, military and rural applications jointly drive industrial upgrading, and the impact on US industrial competitiveness over the next five years.
Federal permitting reform is becoming a key issue in accelerating the implementation of infrastructure, energy, and industrial projects in the United States. Bipartisan consensus and industrial urgency are driving legislation, but the political window is narrowing.
In the second quarter of 2026, U.S. industrial manufacturing projects grew by 8.72%, with 162 new projects in June, the largest being Convalt Energy's $5 billion manufacturing campus in New Mexico. This article interprets the micro-signals of U.S. re-industrialization from dimensions such as project type, equipment demand, and regional distribution, analyzes benefiting industries and pressure points, and looks ahead to trends over the next five years.
The explosive growth of AI data centers is exposing the weaknesses of the US power grid. A new wave of energy infrastructure investment is on the horizon, bringing new opportunities to traditional industries such as oil and gas, nuclear power, and power transmission and transformation.
The U.S. Department of Energy is providing $17.5 billion in loans to support the construction of 10 large nuclear reactors, aiming to revive the nuclear energy supply chain and accelerate project development. This article analyzes the deep impact of this policy on manufacturing, electricity costs, and supply chains, and explores the role and risks of nuclear energy in America's reindustrialization.
U.S. manufacturers are increasingly prioritizing energy reliability, scalability, and sustainability as core decision-making factors when selecting locations. The Greater Richmond region of Virginia has successfully attracted billions of dollars in investments from companies like LEGO and Alfa Laval through long-term grid planning, early collaboration with utilities, and low risk of natural disasters, revealing that energy infrastructure is shifting from passive support to actively shaping the manufacturing landscape.
A survey by the Minneapolis Fed shows that overall construction activity in the Midwest has declined, but the industrial sector is bucking the trend with growth driven by data center investments. This divergence reflects the structural expansion of U.S. manufacturing and digital infrastructure, along with ongoing pressure on traditional commercial real estate.
U.S. clean energy is showing a rare “dual-track” pattern: utility-scale wind, solar, and storage projects are accelerating into construction, but manufacturing-side investment—especially in batteries and EV-related sectors—is clearly cooling. The real change is not just fluctuations in the number of projects; rather, after policy thresholds have risen, capital is shifting away from vehicle and battery expansion toward supporting infrastructure for the grid, transmission, and energy storage.