Industrial Reshoring Research · Primary-Source Theses
Industrial Spine Research publishes investment-grade dependency theses for institutional buyers — private equity, family offices, defense primes, and government program officers. Our research is anchored in the Mutual Threshold Saturation framework (SSRN 6520499) and the CONUS Industrial Capacity Programme white paper (SSRN 6696139).
The first thesis in the Industrial Spine Research catalog. Each thesis includes a 12-section investment-grade narrative, a 10-sheet primary-source fact sheet, three production charts, and a complete federal funding stack analysis.
The United States is the world's largest pork producer (~125M pigs/year) and exports the porcine intestinal mucosa to China for processing into the active ingredient in every dose of heparin sold in U.S. hospitals. China supplies 60–80% of U.S. heparin API. The 2008 contamination event killed 81 Americans. Federal funding architecture under EO 14336 and BARDA BioMaP is now mature: $25M–$200M per project. Indicative project CapEx: $40–80M. Time to first revenue: 30–42 months.
Every claim cites primary source — USGS, FDA, BARDA, GAO, executive orders, peer-reviewed literature, SEC filings, Federal Register. No aggregator citations.
Every thesis maps the complete federal funding stack: DPA Title III, BARDA, DOE LPO, IRA tax credits, DLA stockpile, state economic development.
Each dependency scored 1–5 on five axes: criticality, commercializability, federal funding density, time to first revenue, demand floor. Aggregate score over 25.
Each Industrial Spine Research thesis is sold once, to one buyer, at a price reflecting its strategic value. The buyer receives complete exclusive access to the thesis and 30 days of analyst follow-up. Once a thesis is sold, it leaves the catalog permanently.
$25,000 – $75,000
Priced per thesis based on score, addressable market, and federal funding density
$75,000 – $200,000
Exclusive bundle of 3–5 related theses in one CICP pillar
$4,800 – $14,400 / year
First-look access; subscribers can purchase new theses 30 days before public catalog
Industrial Spine Research is an independent research firm founded on a published academic stack. Eleven research papers across critical-minerals processing, agricultural land foreign ownership, and pharmaceutical supply chains. Policy commentary in The Hill, EconoFact, Modern War Institute, and Foreign Affairs (pending). The Mutual Threshold Saturation framework — the basis of the ISR methodology — is published at SSRN 6520499.