Reshore Bridge · News
What's Actually Moving
in Industrial Credit
Real-time reporting on the capital, credit, and policy shifts hitting U.S. manufacturers this quarter. Not press releases. Unit economics, sourced and dated.
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Latest Reporting
100% Bonus Depreciation Just Flipped the Lease-vs-Buy Math
Everyone told manufacturers to lease equipment to hedge tariff risk. Permanent 100% bonus depreciation under the OBBBA changes that math for a much wider set of buyers.
BlueOval SK's Hiring Ramp Is Opening a Supplier Cash Gap
1,100+ workers hired toward a 5,000-person target in Glendale. Tier-2 and Tier-3 suppliers scaling to meet PO volume are hitting a cash gap most weren't structured for.
Private Credit Is Quietly Replacing Banks as Manufacturers' ABL Lender
Bank capital constraints are pushing mid-market manufacturers toward private credit ABL funds. Here's what actually changes on the term sheet, and what to ask before you sign.