{
  "report_slug": "am-industrialization-2026",
  "date": "2026-09-30",
  "summary": "Section 849 restricts DoD equipment-procurement contracts from December 18, 2026. The earlier general procurement-and-operation interpretation has been corrected.",
  "changes": [
    "Body and methodology now use the enacted equipment-procurement scope, covered-supplier criteria and purpose exceptions.",
    "Removed unsupported conclusions linking the clause alone to private-supplier operation or displaced demand and financing outcomes.",
    "Formation mix is distinguished from adoption, output and demand.",
    "Latest small open cohort can change with discovery; its A/D share is lower than 2020-23.",
    "Application, metal and A/D groups overlap; removed the unsupported one-third union.",
    "Discovery and classification bias may change directions, not only magnitudes."
  ],
  "source_url": "https://www.govinfo.gov/content/pkg/PLAW-119publ60/pdf/PLAW-119publ60.pdf#page=263",
  "data_snapshot_changed": false,
  "current_company_union_comparison": {
    "date": "2026-09-30",
    "counting_unit": "Company row; any of primary category Application, core technology Metal AM, target market Aerospace/Defense; current labels and founding year, not adoption or revenue",
    "rows": [
      {
        "window": "2010-19",
        "companies": 2962,
        "application": 232,
        "metal": 595,
        "aerospace_defense": 257,
        "sum_of_axis_counts": 1084,
        "unique_union": 834,
        "union_pct": 28.2,
        "application_metal": 67,
        "application_ad": 69,
        "metal_ad": 155,
        "all_three": 41
      },
      {
        "window": "2020-23",
        "companies": 834,
        "application": 109,
        "metal": 212,
        "aerospace_defense": 119,
        "sum_of_axis_counts": 440,
        "unique_union": 344,
        "union_pct": 41.2,
        "application_metal": 23,
        "application_ad": 23,
        "metal_ad": 63,
        "all_three": 13
      },
      {
        "window": "2024-26",
        "companies": 255,
        "application": 32,
        "metal": 59,
        "aerospace_defense": 32,
        "sum_of_axis_counts": 123,
        "unique_union": 98,
        "union_pct": 38.4,
        "application_metal": 8,
        "application_ad": 7,
        "metal_ad": 13,
        "all_three": 3
      }
    ]
  }
}