In this episode, Matthew Chang and Colin Russ break down four major reindustrialization announcements from the past week and explain what they actually mean for American manufacturing, supply chains, and the bull run ahead. 

If you care about manufacturing, defense, pharmaceuticals, drones, AI, or the state of American reindustrialization, this one is for you. 

What we cover 

• Cleveland Cliffs partners with Palantir on AI-driven steel production across 32 sites, and what OEE, inventory, and working capital actually have to do with it 
• Skydio commits $3.5 billion to expand US drone manufacturing, and Matt and Colin place their bets on where the factory lands 
• AbbVie selects North Carolina for a $1.4 billion pharmaceutical campus, and why domestic drug precursor production is about 90 days away from becoming a national conversation 
• L3Harris announces a $1.265 billion expansion of solid rocket motor production in Virginia, and why the reshoring read matters 
• Where shipbuilding, grain oriented steel, lithium, and electrical infrastructure fit into the reindustrialization roadmap and what comes next 

Chapters 

00:00 Modular Shipbuilding Teaser  

00:21 AI Comes to American Steel  

09:02 Skydio Drone Factory Bet  

13:10 Pharma, Rockets, and the Reshoring Checklist  

22:22 Reindustrialization Roadmap Wrap 

Find Matthew Chang: https://x.com/MatthewChang https://www.instagram.com/the.matthewchang https://www.linkedin.com/in/matthewachang/ https://www.tiktok.com/@the.matthewchang 

Find Colin Russ: https://x.com/ThaaatColin https://www.linkedin.com/in/colinruss/ 

Find Chang Robotics: https://changrobotics.ai https://www.linkedin.com/company/changrobotics/ 

Follow ReForge 

LinkedIn: https://www.linkedin.com/company/the-reforge-podcast/  

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TikTok: https://www.tiktok.com/@thereforgepod  

Website: https://thereforgepodcast.com/ 

Want to be a guest or partner? 

If you're building, funding, operating, or shaping the future of U.S. manufacturing, we'd love to hear from you. Email: [email protected] 

About ReForge 

ReForge is a podcast featuring conversations with the leaders reindustrializing America. This show exists to prove American reindustrialization is possible, pivotal, and pressing. Hosted by Matthew Chang and Colin Russ. 

Produced by Chang Robotics.