Industrial Policy Intelligence // v2.0.0 Policy → CapabilityIndustrial Policy Intelligence LAST UPDATE: 2024.09.05.14:00
ACTIVE VERTICAL: EV-01 / GLOBAL BEV
Electric vehicles are the first dataset, not the product. Every vertical below is scored on the same construction schedule: what the protection was supposed to buy, what the industry was supposed to build with that time, and whether it happened.
Vertical Coverage Register 1 live / 3 wiring / 8 queued EV-01 INSTRUMENTED
Electric Vehicles
First vertical. Ten tests instrumented, evidence trail live.
Tariff / tax credit / local content
Open monitor → SC-02 WIRING
Semiconductors
Capex committed; yield and node-cadence indicators being wired.
Fab subsidy / export control / procurement
BT-03 WIRING
Batteries & Cells
Cell cost curve and cathode localisation under audit.
Production credit / content rules
CM-04 WIRING
Critical Minerals
Refining capacity is the binding constraint, not extraction.
Offtake / stockpile / permitting
SL-05 QUEUED
Solar
Module assembly vs. wafer and polysilicon depth to be separated.
Tariff / manufacturing credit
ST-06 QUEUED
Steel
Longest-running protection in the dataset; ideal exit-mechanism case.
Section 232 tariff / quota
SB-07 QUEUED
Shipbuilding
Cost multiple versus world yards is the headline indicator.
Cabotage / procurement preference
AE-08 QUEUED
Aerospace
Export-tested capability makes this a control case.
Export credit / offset rules
MT-09 QUEUED
Machine Tools
Upstream capability that most policy scoreboards omit.
Procurement / R&D credit
RB-10 QUEUED
Robotics
Installed-base density per manufacturing worker as core metric.
Investment allowance
DF-11 QUEUED
Defence Manufacturing
Permanent protection by design; adaptation must be measured as throughput.
Procurement / content mandate
AI-12 QUEUED
AI Infrastructure
Compute, power and packaging tracked as one dependency chain.
Export control / power siting / credits
Document Ref: MONITOR-US-EV-0092
Custodian: Center for Industrial Strategy
"Protection plus adaptation is industrial policy. Protection instead of adaptation is decline with better quarterly results."