Strategic Intelligence
Standardized tracking of the industrial systems behind American capacity. Energy, materials, and compute, decomposed consistently and verified to primary sources.
Atlas
Reactor fleet, fuel cycle, and the nuclear renaissance
15 reactor projects tracked, last verified 21 May 2026
Crude oil, refining, and refined products
Electricity generation, transmission, and grid operations
1 power project tracked, last verified 28 May 2026
Natural gas production, export infrastructure, and global flows
Lithium, cobalt, nickel, rare earths, and the supply chains
Forge
Steel, specialty metals, and the foundation of industrial capacity
Chemicals, polymers, and intermediate feedstocks
Aerospace primes, pharma API capacity
Machine tools, industrial automation, robotics
Aegis
Logic, memory, and the chips that power everything else
12 US fab projects tracked, last verified 28 May 2026
EUV, deposition, etch, and the tools that make chips
Capacity, power, and the AI buildout
Training capacity, deployment, and the economics of AI compute
How we verify.
Every published value traces to a primary source. Consequential events are verified against two independent sources. The full methodology applied to each system is published alongside that system as it ships; the reactor tracker is the first, and the same standard applies to every system that follows.