The Factory Boom is Here

I read a great post on X the other day and I’ll highlight what’s at stake. More importantly, before I share these notes, take a moment to pass this post on to someone who is in the market for a new job or perhaps about to graduate college or study a new field. They will not regret reading this:

The Potential in U.S. Manufacturing:

  • Factories disappearing:
    • 295,000 manufacturers (2001) → 220,000 (2023) → -25% decline
    • Machine shops down 22% in 10 years; 50% could close in next 5–10
  • Aging owners and no successors:
    • Avg. shop owner: 60 years old
    • 53% plan to retire within 6 years
    • 67% have no succession plan
  • Workforce erosion:
    • Machinist workforce shrinking 12% by 2032
    • Over 30% of fabrication workers near retirement
  • Aging equipment:
    • 65% of shops use pre-2005 CNC machines
    • 50% use machines 20+ years old

The Numbers:

  • 1.5 million manufacturing jobs at risk over 15 years
  • $500 billion in U.S. output could vanish by 2040
  • Imports of precision parts up 30% → more foreign dependence
  • Threat to defense, aerospace, automotive supply chains

The Opportunity:

  • Tens of thousands of factories will need successors
    • Many will shut down
    • Many will sell cheap
    • Most are ripe for transformation
  • Software meets physical world:
    • Young people with software skills have an edge
    • Learn to operate, automate, and optimize manufacturing
  • Pathways:
    • Get a job in a shop or factory
    • Learn hands-on skills
    • Eventually acquire or start your own shop (5–10 year view)

Final Advice:

“Just go inside a factory.”
No funding or plan needed. Visit. Observe. Talk. Learn.

Huge shout out to Zane Hengsperger for writing Young Talented People: Get In The Factory

Go read it.

More importantly, do not forget to share this with someone looking for something new in their life.


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