Research · July 2026
The Reshoring Index
Identifying where Physical AI makes domestic manufacturing economically inevitable.
The next wave of American manufacturing will not return uniformly. It will emerge category by category as Physical AI changes the economics of production.
The Reshoring Index identifies where that transition begins by combining trade flows, labor intensity, customization, operational complexity and automation readiness. This preview highlights the framework. The complete research includes methodology, rankings and supporting datasets.
Early signals
- $200B+
- Imported finished wood products analyzed
- $2.2T
- Annual construction economy
- 12
- Manufacturing categories ranked
- 1
- Unified reshoring framework
What we're seeing
- Reshoring follows economics—not politics.
- The first industries to return will be the hardest to automate traditionally.
- High-mix manufacturing is where Physical AI creates the largest economic advantage.
- The companies that own production learn faster than the companies that sell software.
Get the full research
Methodology, datasets and the complete The Reshoring Index are available on request.