infrastructure-funding
2 articles
- Grid Capacity, Not Tax Incentives, Rations Industrial Geography
Infrastructure allocation predicts industrial geography only when capital is concentrated, project-specific, and backed by durable demand. Grid capacity has become the primary rationing variable.
- The $630 Billion Wastewater Cliff: Why Municipal Infrastructure Is Pivoting to Bonds
The U.S. faces a $630B+ wastewater infrastructure funding gap over 20 years. With IIJA supplemental funds expiring September 30, 2026, utilities are front-loading municipal bond issuance to finance consent decree mandates and nutrient-removal upgrades.