IndustrialSage manufacturing investment tracker

The IndustrialSage U.S. Manufacturing Investment Tracker compiled by Wes Garrett notes that since 2025 more than $1.768 trillion in private’s sector capital has been committed across 162 companies and 37 states to reshore or expand U.S. manufacturing. The tracker, updated June 16 2026, highlights multi billion dollar commitments from companies like Apple, Micron and IBM and provides a running total of mega projects reshaping America’s industrial base.

Insight: The S&P 500 Industrials sector climbed from $169.66 on June 10 to $180.91 on June 18, reflecting a strong overall upward trend despite a brief midweek dip.

📈 U.S. manufacturing PMI hits four year high

A Reuters report published on June 1, 2026, found that the Institute for Supply Management’s manufacturing PMI rose 1.3 points to 54.0, its highest level since May 2022. The reading signals expansion in a sector that represents approximately 9.4% of U.S. GDP. The increase was driven largely by businesses front-loading orders amid supply-chain disruptions associated with the Iran war. Sixteen manufacturing industries reported growth, although economists cautioned that the improvement may be temporary.
Read the full story at Reuters →

☀️ Seg Solar to build 4 GW solar-module plant in Houston

Manufacturing Dive reported that SEG Solar will establish a 4 GW solar-module manufacturing facility in Houston. Announced on May 7, 2026, the nearly 500,000-square-foot plant represents an investment of more than $200 million and is expected to create up to 800 jobs. The new facility will expand SEG Solar’s existing 2 GW manufacturing capacity and support its goal of becoming one of the largest fully U.S.-owned solar-module manufacturers.
Read the full story at Manufacturing Dive→

⚡TS Conductor Opens $134 Million Manufacturing Plant

Manufacturing Dive reported that TS Conductor has opened a new manufacturing plant in Hardeeville, South Carolina, marking the company’s second U.S. facility. The $134 million project will manufacture aluminum-encapsulated carbon-core conductors designed to strengthen and modernize the power grid. During the first phase, the facility is expected to reach up to 10 times the production capacity of TS Conductor’s California plant, with potential future capacity of as much as 20 times its current output. The project is also supported by a $28 million grant from the U.S. Department of Energy’s Manufacturing Deployment Office.
Read the full story at Manufacturing Dive →

📦 UPS Invests Nearly $50 Million to Expand Heavy Air Freight Services

Supply Chain Dive reported that UPS is investing nearly $50 million to expand its North American air freight network for automotive and industrial manufacturers. Beginning in August 2026, the company will offer one-, two-, and three-day heavy freight services to and from Mexico. UPS has also hired more than 300 logistics specialists to support customers and manage complex shipments. The expansion is designed to attract high-value, time-sensitive freight while helping UPS offset declining e-commerce volumes.
Read the full story at Supplay Chain Dive →

📊 This Week's Chart

Insight: U.S. manufacturing output rose from 101.5 in June 2025 to 102.6 in May 2026, despite several fluctuations during the period.

Source: Federal Reserve Economic Data (FRED)

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The Factory Wire