Data Center Supply Chain: Gaon Cable’s U.S. unit LSCUS will invest $50M to double power cable capacity in Tarboro, NC, adding two production lines (first in Oct. 2026, second in Apr. 2027) to meet accelerating hyperscale data-center power demand. Trade War Impact on Industry: The U.S.-Canada tariff fight is back in full force after talks collapsed, with Trump’s 50% tariffs on about $20B of Canadian goods and Canada pledging dollar-for-dollar retaliation starting Sept. 8—raising uncertainty for steel, dairy, electronics, appliances, and other manufacturing-linked sectors. Defense Manufacturing Push: Defense Secretary Pete Hegseth is set to visit Oshkosh Corp. to highlight the defense industrial base, including major Army work. EV Safety & Recalls: Tesla is recalling nearly 3M vehicles in China over electronically operated door handles tied to crash-related deaths, underscoring ongoing manufacturing quality and design risks. Workforce & Labor Signals: New Jersey reported an estimated 25,600 job loss in July (with caveats), while unemployment ticked down to 4.4%, keeping the labor picture mixed for manufacturers. Energy Demand Pressure: A new review says global data-center electricity use surged to 787.8 TWh in 2025, nearly doubling in five years—fueling demand for grid and power infrastructure.