Engineering the Future: Why Talent Scarcity Will Drive Capital Flows

We are witnessing a major pivot in global economic ambition—one that will demand a surge in technical prowess and industrial heft. Nations clamoring for upgraded roads and refineries face a long queue for the limited number of firms and individuals who can bring these projects to life. This constricted supply of specialized expertise—particularly in engineering—will dictate the pace and cost of revitalizing infrastructure worldwide. Where capital meets capability, margins will be rich, and where talent is scarce, rewards will soar. The resulting imbalances may do more to shape future interest rates and currency values than any political speech about reindustrialization.