The Cefa Brief

ComentáriosConstataçõesPerspectivasExplicativos

Arquivo

Correspondem a esses filtros: 7 textos

Textos

  • ComentárioWorkforce & Skills

    The binding constraint on American port throughput sits inland, not at the berth

    The occupational file puts the three heaviest concentrations of transport and material-moving work in Kentucky, Tennessee and Indiana, none of which fronts an ocean, and puts California, Florida and New York below the national share. No series held here counts a container, a berth or a crane, so the inland reading is an inference from where the work is counted.

  • ComentárioInfrastructure

    The permit counts say permitting is not the binding constraint on American delivery

    Housing units authorised by permit fell in each of the four years to 2025, from an annual rate of 1734 thousand units to 1431, while spending on manufacturing plant rose from an annual rate of 75 billion dollars in 2020 to 244 in 2024. Neither series records a waiting time, so neither can show a queue; plant spending fell 29 billion in 2025, the year the policy rate came down.

  • ComentárioEnergy & Power

    Every infrastructure plan assumes a maintenance workforce it never budgets

    Adding up the 51 state estimates gives 6,086,200 people in installation, maintenance and repair. In 50 of those 51 jurisdictions they are paid above the state median wage. A capital programme that treats them as someone else's problem is buying an asset it has not costed to run.

  • ComentárioRural Economies

    Rural broadband went wrong at handover, not at appropriation, and the agency that signed the award should carry the account

    The money bought construction, and construction is not a connection: a rural household needs a line that works, at a price it will pay, kept working after the crews have gone. No series in this brief measures a broadband award, so the case rests on mechanism and on what the wage and price data show about the interval between the money and the work.

  • ComentárioInfrastructure

    The ten-year Treasury has done more to infrastructure than any permit reform

    In 2020 a thirty-year asset was discounted against a long rate of 0.89 percent. In 2025 the same asset is discounted against 4.29. No procedural reform on the table is worth as much as that one line, and almost nobody appraising a project talks about it.

  • ComentárioInfrastructure

    Local infrastructure is limited by the people who can run a project, not by the price of money

    The ten-year Treasury rose from 0.89 percent in 2020 to 4.29 in 2025 and nonresidential construction spending rose alongside it, from 856 billion dollars a year to 1,309. What complicates the argument is that the only capacity measure held here counts business and financial operations workers across every industry, not the staff of any city hall.

  • ComentárioInfrastructure

    Three flat years of housing starts is a result, not a pause

    Starts have run at 1.42, 1.37 and 1.36 million units since 2023, below where the window opened in 2020. The dollars going into construction rose through the same period, and the dollars are what gets quoted.