The US Industrial Policy to Build Out World Leading Decarbonization Industry

The first key trend you outlined is US reshoring, near-shoring. Is it really different this time? Yeah, we actually absolutely think that. Tech moving offshore in chromatic capacity going to Asia past 20 years has been the single biggest driver of slowdown and decline in US manufacturing. It's coming back for national security reasons, but it is coming back. And now the data point, this is the first time in several decades that manufacturing employment in the US has actually fully recovered after a downturn.