Louisiana's $300 Billion Project Pipeline Strains Steel Supply

Louisiana's $300+ billion project pipeline, driven by data centers and a SpaceX base, has pushed steel beam lead times to at least 9 months. Analysts describe a 'CAPEX hurricane' of trillion-dollar industrial and AI infrastructure investment that is only beginning.

2026-11-02 ~ 2026-11-02 · 2 related posts

• $300B Louisiana project pipeline squeezes steel supply, H-beam lead times hit 9 months — MatthewChang · 2026-11-02
• Louisiana's $300B+ project pipeline: Meta, Amazon, SpaceX AI datacenters fuel a CAPEX hurricane — MatthewChang · 2026-11-02