Defense Industrial Base: The Pentagon signed framework agreements with Lockheed Martin and Northrop Grumman to scale missile defense output, aiming to triple Patriot PAC-3 interceptor production and quadruple THAAD interceptor components, with longer-term demand signals meant to drive tooling and workforce investment. Manufacturing Demand: ISM’s July barometer showed U.S. manufacturing expanding at the fastest pace in four years, with output, new orders, and employment all improving. Energy & Grid Hardware: Base Power announced a $1B Series D and launched Base Core, a U.S.-built home battery now in production in Austin, targeting faster deployment for grid support and outage protection. Advanced Materials: ORNL researchers unveiled RidgeAlloy, a new aluminum structural alloy designed to turn low-value post-consumer auto body scrap into high-value domestic parts. Solar Supply Chain: Tandem PV acquired nexTC to bring critical thin-film oxide coating know-how in-house as it ramps its Fremont tandem solar line. Cybersecurity for Industry: FBI/CISA warned Iranian hackers are expanding attacks on programmable logic controllers across water and energy systems. Trade & Industrial Policy: The U.S. is nearing the end of a Section 301 probe into China’s excess capacity, with potential for more tariffs. Pharma Manufacturing Oversight: Three injectable drug recalls hit the same day, including a cancer drug recall tied to steel particles. Housing Finance: JPMorgan pledged $750B through 2035 to boost affordable housing supply and homebuying, including support for modular and manufactured homes.