Manufacturing - Shipments and Orders - United States

Source - United States Federal Government

Weekly Steel Production:

Source - https://www.steel.org/industry-data/

United States Automotive Sector

Source - TD

Class 8 Truck Orders

Source - https://www.angelone.in/news/check-how-us-tariffs-impact-bharat-forge

Agriculture

Source - https://finance.yahoo.com/news/agco-corporations-2025-agriculture-equipment-090700440.html AGCO Corporation https://www.equipmentdealermagazine.com/weak-demand-will-limit-2025-farm-equipment-sales-and-pressure-prices/

Semiconductor

Source - https://sourceability.com/post/semiconductor-industry-news-february-2025

Commodities:

Lumber and Forestry Sector:

Source - https://www.nahb.org/news-and-economics/housing-economics/national-statistics/framing-lumber-prices

Oil Production

Source - https://boereport.com/2025/02/28/us-crude-oil-production-rose-to-record-high-in-december-says-eia/

LNG production

Source - https://www.offshore-energy.biz/us-player-keeps-its-eyes-on-expansion-plans-as-clean-energy-underinvestment-makes-room-for-more-lng/

Critical Minerals Production and Capacity

Source - https://orfamerica.org/orf-america-comments/us-leadership-in-critical-minerals or https://www.stimson.org/2025/competing-for-africas-resources-how-the-us-and-china-invest-in-critical-minerals/ or https://www.mining.com/web/us-inks-critical-minerals-cooperation-deal-with-argentina/

1. United States / raw materials challenges - https://www.mining.com/web/potential-us-copper-tariffs-seen-costing-domestic-industry-dearly/
2. Supply chain - https://logisticsviewpoints.com/2025/03/04/global-supply-chains-in-flux-as-u-s-tariffs-on-canada-mexico-and-china-take-effect/ . Tariffs role is to support fairness. The global supply chains will adjust to tariffs by shifting their supply chains around to avoid tariffs. The process of shifting supply chains will take time and money.
3. Recessions threats for countries like Canada and Mexico - https://globalnews.ca/video/11066005/canadian-recession-looms-if-u-s-tariffs-remain-economists-abstract/. In theory if you back out public sector spending, and real estate, then Canada growth is far less than projected at the end of 2025 - Decline of Canada GDP per capita and Lower Standard of Living – December 2024? - https://www.dhirubhai.net/pulse/gdp-per-capita-canada-december-2024-paul-young-jbarc/. Mexico GDP was facing challenges way before Trump tariffs - https://www.dallasfed.org/research/update/mex/2025/2501
4. Trump has a few things that will trigger his decisions and they include inflation, stock market performance, and his overall approval rating - https://thoughtleadership.rbc.com/u-s-tariffs-on-canada-take-effect-what-is-the-state-of-play/ or https://finance.yahoo.com/news/stocks-stumbled-to-start-2025--heres-what-could-turn-the-market-around-150740170.html or https://www.nbcnews.com/politics/trump-administration/trump-stands-polls-americans-are-split-ahead-major-speech-rcna194713
5. Defense spending - https://www.defensenews.com/global/europe/2025/03/04/eu-pitches-plan-to-free-up-800-billion-for-defense-spending/ Trump has been clear the EMEA along with NATO need to pull their own wait on defense spending
6. Arctic and the pursuit key minerals, natural gas, and oil - https://www.mining.com/web/greenland-to-abandon-all-future-oil-exploration/
7. Tariffs costs - https://www.bbc.com/news/articles/cyvejezz71zo . How soon does the world rush to solving trade irritants with Trump is the key? https://www.bbc.com/news/articles/cyvejezz71zo
8. Electricity capital spending - https://www.reuters.com/business/energy/centerpoint-joins-peers-raising-capital-spending-plan-meet-data-centers-power-2025-02-20/
9. Trade wars - https://www.fraserinstitute.org/commentary/trumps-trade-war-and-what-it-means-canada
10. Stagnation - https://www.bnnbloomberg.ca/business/international/2025/03/03/us-manufacturing-activity-nears-stagnation-while-prices-jump/

Monthly Reports – December 2024 and January 2025 ?- Australia, Ontario, United States, and Canada - https://www.dhirubhai.net/posts/paul-young-055632b_hi-all-i-have-an-extensive-library-of-key-activity-7301302275988197376-4SQk?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM

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Paul is also an expert on business strategy as part of driving revenue opportunities across geography and industry. Paul focuses on solutions that will drive the best data decisions by public and private sector organizations - This ties nicely into my work on the close, consolidate, and reporting cycle - Blog – How to streamline the Close Consolidate and Reporting Cycle - https://www.dhirubhai.net/posts/paul-young-055632b_how-to-streamline-the-close-consolidate-and-activity-7103030891395907584-Ne_W?utm_source=share&utm_medium=member_desktop or Blog – Sales Planning and Forecasting – Multivariant - https://www.dhirubhai.net/posts/gbhopperiii_when-ai-outperformed-financial-analysts-activity-7216445899634266112-_z6T?utm_source=share&utm_medium=member_desktop

Blueprint and GRC Model for ESG Reporting - https://www.dhirubhai.net/posts/paul-young-055632b_cpa-ca-activity-7265370045520711681-HklE?utm_source=share&utm_medium=member_desktop

Learn: https://learnformula.com/course/11985/dashboard or https://learnformula.com/course/how-to-transform-the-close-consolidate-and-reporting-cycle or https://learnformula.com/course/developing-biodiversity-policies-for-esg-reporting

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Stock Market – February 2025 - https://www.dhirubhai.net/posts/paul-young-055632b_sp-500-surges-more-than-1-friday-to-end-activity-7301640433992904704-16ba?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM