Bridgewater and Eclipse analyze the deep structural obstacles facing U.S. manufacturing amid renewed efforts to reshore production. The study finds that despite policy support and tariffs, rebuilding domestic manufacturing capacity will require major investment, skilled labor expansion, and productivity improvements before meaningful reshoring can occur.
What Would It Take to Bring Back US Manufacturing? Part 1
Bridgewater
Aidan Madigan-Curtis, Kate Dunbar, Danny DeBois
Research
11 Pages
Key Takeaways
Capacity gap: The U.S. imports roughly 40% of the goods it consumes, creating a $3 trillion gap between consumption and manufacturing output.
Labor shortfall: Nearly 5 million additional skilled workers would be needed to meet domestic production demand.
Tariff limits: Broad tariffs raise costs on critical imported inputs and risk worsening competitiveness, as many high-tech components are only produced abroad.
Join our newsletter to have all of this content + Exclusive Newsletter Bonus Content delivered to your inbox every week
