// SECTOR // Macro Infra
Macro Infrastructure
Grids, water and heavy equipment: the slow-moving constraints on growth.
2 DOSSIERS IN THIS SECTOR
DOSSIER #078READ: 4 MIN
SECTOR: Macro Infrastructure
Large power transformers have become a multi-year bottleneck. A dossier on why, who waits longest, and what workarounds exist.
SCENARIO VARIABLE: LEAD TIMESELEVATED, EASING SLOWLY
// REF: RU-MACRO-078Access Brief →
DOSSIER #074READ: 4 MIN
SECTOR: Macro Infrastructure
Ultra-pure water is a quiet siting constraint for chip plants. How drought risk, recycling and permits shape where fabs go.
SCENARIO VARIABLE: WATER RESILIENCEUNEVEN ACROSS REGIONS
// REF: RU-MACRO-074Access Brief →
