MAGA: The heartland’s revenge: how AI is reindustrializing the American interior.
America does not currently have the capacity to power these mega-projects, but the market is responding. Utilities are expanding existing plants, and a new generation of power stations is being planned, often funded directly by the “hyperscalers” themselves.
The materials for this build-out are coming from the “Rust Belt” and the South, regions once hollowed out by globalization. This reindustrialization is not accidental. Federal tax incentives, specifically domestic content requirements, have encouraged companies to source equipment from American manufacturers. But if policy is the carrot, our unique energy position is the engine.
By steering procurement toward domestic sources, federal policy has tapped into a decisive competitive advantage: our staggering abundance of natural gas. While much of the world faces shortages, the American interior is practically swimming in fuel. Because natural gas is often a byproduct of oil production, the shale revolution has created a massive surplus. Today, oil companies often flare this gas or pay to have it removed; now, new pipelines are being planned to transport it directly to the heavy industry hubs of the Heartland.
Here’s your takeaway: “For years, the goods economy relied on foreign products arriving at coastal hubs. But as the center of the country begins to export freight again, the gravity is shifting.”