Fexingo
The Manufacturing Economy with Fexingo: Factories, Industrial Output, and Domestic Production
Lucas and Luna examine the state of manufacturing in the United States, moving beyond headlines to assess industrial output, factory orders, and the real impact of reshoring initiatives. Each episode focuses on a specific sector — from semiconductors to heavy machinery — using data from the Federal Reserve's industrial production index, ISM manufacturing reports, and company earnings calls. Lucas breaks down month-over-month changes in capacity utilization and durable goods orders, while Luna interrogates the disconnect between aggregate statistics and on-the-ground realities in places like th...
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Episódios
How a 1960s Reactor Design Is Reshaping U.S. Manufacturing 21.05.2026 9:10
Episode 3 of The Manufacturing Economy with Fexingo. Lucas and Luna drill into a specific industrial shift reshaping U.S. factory planning: the modular small modular reactor (SMR) pipeline. Lucas opens with a concrete number: the Tennessee Valley Authority just ordered six SMR units from GE Hitachi for its Clinch River site, with first power scheduled for 2033. They walk through why SMRs are attra...
How a Single Chip Delayed Boeing 787 Deliveries for Months 21.05.2026 10:26
When a single semiconductor component — a programmable logic chip from a mid-tier supplier — failed qualification testing, Boeing had to halt 787 Dreamliner deliveries for nearly three months in 2025. In this episode, Lucas and Luna break down exactly what happened, why a $0.50 chip can ground a $300 million aircraft, and what it reveals about the fragility of modern aerospace supply chains. They...
The Vogtle Nuclear Plant Cost Spiral 19.05.2026 9:11
In the first episode of The Manufacturing Economy, Lucas and Luna examine the troubled construction of Georgia Power's Plant Vogtle Units 3 and 4—the only new nuclear reactors built in the United States in decades. With a final price tag of roughly $35 billion, more than double the original estimate, Vogtle has become a case study in the gap between industrial ambition and execution. They break do...
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