Multi-Industry_ US Reshoring on Humanoids
2025-02-23 14:59
February 20, 2025 10:15 AM GMT Multi-Industry | North America US Reshoring on Humanoids Adding juice to the $10T US Reshoring opportunity - A pathway to Humanoids lowers the US Mfg cost curve, drives more protectionism & introduces Power supply as a competitive advantage. Exhibit 1: We see a MSD cost delta between US Mfg and China exports landed in the US - a cost difference that can be offset with ~20% Humanoid penetration Source: Morgan Stanley Research, US Census Bureau, China Bureau of Nat'l Statistics ...