What's Actually Moving
in Industrial Credit
Real-time reporting on the capital, credit, and policy shifts hitting U.S. manufacturers this quarter. Not press releases. Unit economics, sourced and dated.
Stalled EV and battery projects freed up production equipment. PE-backed buyers and manufacturers are now buying it secondhand instead of ordering new.
Floating-rate ABL borrowers locked in swaps and caps expecting cuts that keep getting pushed back. Here's what that costs, and what to check before renewal.
Underwriters are pricing tariff exposure into trade credit insurance for 2026. Here's what's actually changing on manufacturer accounts, and what to check before renewal.
Everyone told manufacturers to lease equipment to hedge tariff risk. Permanent 100% bonus depreciation under the OBBBA changes that math for a much wider set of buyers.
1,100+ workers hired toward a 5,000-person target in Glendale. Tier-2 and Tier-3 suppliers scaling to meet PO volume are hitting a cash gap most weren't structured for.
Bank capital constraints are pushing mid-market manufacturers toward private credit ABL funds. Here's what actually changes on the term sheet, and what to ask before you sign.