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.Julius Krein: "America has somehow managed to financially engineer seemingly everything except critical national security supply chains and technologies; shipbuilding offers a chance to rectify that." ft.com/content/da357d…

The article "The Value of Nothing" on hurdle rates in corporate America in American Affairs nails the problem Joe Weisenthal gets at. americanaffairsjournal.org/2021/08/the-va…

This went to press before last week's tariff announcements. It's not clear whether a "Mar-a-Lago Accord" is still a goal. But I am even more convinced that strategic investment policy should be primary and trade policies etc. should be formed around that: theamericanconservative.com/what-a-mar-a-l…

Some thoughts on the last few weeks and the path forward: americanaffairsjournal.org/2025/04/the-le…

It's pre-order day for The New Conservatives: Restoring America's Commitment to Family, Community, and Industry -- the definitive collection of American Compass essays featuring Marco Rubio, @elbridgecolby, @juliuskrein, Mike Lind, Yuval Levin, and more... Please pre-order now!

We have 11 proposals on industrial power: 1. Dean W. Ball on critical mineral production 2. Julius Krein on incentives for critical industries 3. Connor O’Brien on place-based investments 4. Samuel Hammond 🌐🏛 on reforming the SBA

LAUNCHING TODAY: rebuilding.tech. Foundation for American Innovation 🇺🇸🚀 American Compass IFP and New American Industrial Alliance are proud to release the Techno-Industrial Policy Playbook—a blueprint to rebuild American power in the areas that matter most: labs, factories, and battlefields. Here's what's inside...

Reaction Post – 1 Min. Read We need Washington to confront a critical structural flaw in our capital markets. As Julius Krein points out, shareholder value maximization pushes hurdle rates far above the social return of rebuilding factories, leaving capital intensive capability

Registration is now open for our Energy Imperatives Summit with American Conservation Coalition and Foundation for American Innovation 🇺🇸🚀. Join us in Washington on June 9th and 10th for two days of rigorous sessions tackling the most pressing problems in American energy policy.

Really looking forward to these panels, which will be less “why is energy good” and more “what’s the right capital stack for nuclear” and “how serious is the gas turbine bottleneck?” By wonks, for wonks, with a bunch of members of Congress. Should be great.

Summer 2025 issue out now: -Trump's tariffs -Intel's chip manufacturing crisis -The Defense Production Act -Rebuilding the US maritime industry -Workforce in the AI era -Accounting for state capacity -The Californian ideology -Doomer techno-optimism & more americanaffairsjournal.org/issue/summer-2…

🚨 Announcing the Energy Imperatives Summit in DC In 3 weeks, join Secretary Chris Wright, Rep. Bruce Westerman, and other high-profile speakers to explore the future of American energy abundance. Proud to co-host with American Affairs & Foundation for American Innovation 🇺🇸🚀. Free registration: energyimperatives.org/#register

You might think the government has gone downhill. The truth is even worse. Congress had real time information on government spending in the 1930s. It doesn't today. FDR had better details on his infrastructure program than Joe Biden. What happened? Link below. 🧵

One of the smartest maritime minds I know just dropped a must-read deep dive on the brutal reality of rebuilding America’s maritime industrial base. If you care about ships, strategy, or sovereignty read this 👇 americanaffairsjournal.org/2025/05/a-shin…

"Incredibly, politicians had better dashboards in the era of punch cards than we have in the era of AI," Kevin Hawickhorst writes in American Affairs. How did we get to this sorry state of state capacity? Kevin explains by revisiting the history of 3 eras of federal reform. 🔗👇

“So-called learning economies are going to be greater in a large-scale fabrication facility than on a small-scale production line,” write Kenneth Flamm and William B. Bonvillian. americanaffairsjournal.org/2025/05/solvin…

“For good reason, the DPA has never distinguished between the civilian and defense economies, and it has been used to respond to all manner of economic perils, from inflation to energy crises, that threaten both,” writes Joel Dodge. americanaffairsjournal.org/2025/05/econom…

“America’s naval industrial base has limped along for many decades, unmoored from Alfred Thayer Mahan’s vision of a robust merchant shipping and shipbuilding sector underpinning naval might,” write William Cahill and Jacqueline Deal. americanaffairsjournal.org/2025/05/a-shin…