---
title: Monday Morning Coffee Newsletter Sept. 21 2026
description: Explore key updates in manufacturing, defense, and technology, including major investments, new facilities, and advancements in robotics and automation.
image: https://tkd2group.com/hubfs/Screenshot%202026-09-22%20075426.png
---

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 September 22, 2026

# Monday Morning Coffee Newsletter Sept. 21 2026

 By  [Kevin Corrigan](https://tkd2group.com/blog/author/kc)  ·   3 minute read

## If you have time for an espresso

**1. Hanwha commits $2.2 billion to a U.S. munitions manufacturing campus**

Hanwha Defense USA plans to build an advanced manufacturing campus at Arkansas’s Pine Bluff Arsenal, creating nearly 400 jobs and adding automated domestic capacity for 155mm ammunition and related materials. The seven-year investment is a major localization opportunity for equipment, tooling, automation, precision components, and qualified defense suppliers.

https://www.hanwha.com/newsroom/news/press-releases/hanwha-defense-usa-to-locate-munitions-manufacturing-campus-at-pine-bluff-arsenal.do

**2. Update: Lilly breaks ground on its $6.5 billion Houston API plant**

Lilly has started construction on a 236-acre facility that will manufacture active pharmaceutical ingredients for its oral GLP-1 medicine and other advanced therapies. The plant, part of Lilly’s $50 billion U.S. reshoring program, is expected to employ more than 600 people and includes a dedicated manufacturing-workforce initiative.

[https://investor.lilly.com/news-releases/news-release-details/lilly-breaks-ground-houston-one-ten-us-manufacturing-sites](https://investor.lilly.com/news-releases/news-release-details/lilly-breaks-ground-houston-one-ten-us-manufacturing-sites)

**3. GM delivers its first PAC-3 missile components in 22 days**

GM Defense delivered its first precision-fabricated housing components to Lockheed Martin only 22 days after the companies signed their production agreement. The speed demonstrates how automotive casting, machining, quality, and scalable-production capabilities can be transferred into defense programs facing urgent capacity constraints.

[https://www.manufacturingdive.com/news/gm-defense-lockheed-martin-l3harris-dod-war-pac-3-missile-components-rd/830790/](https://www.manufacturingdive.com/news/gm-defense-lockheed-martin-l3harris-dod-war-pac-3-missile-components-rd/830790/)

**4. U.S. auto groups push to keep Chinese automakers out, including locally built vehicles**

A broad coalition of automakers, suppliers, and dealers asked the White House to prevent Chinese vehicle manufacturers from entering the U.S., even through domestic plants. The dispute could shape future connected-vehicle rules, foreign investment, technology sourcing, supplier localization, and competitive access to U.S. manufacturing capacity.

[https://www.axios.com/2026/09/18/trump-china-vehicles-evs-cars](https://www.axios.com/2026/09/18/trump-china-vehicles-evs-cars)

## If you're sipping a latte

**5. Update: MP Materials begins delivering U.S.-made rare-earth magnets to GM**

MP Materials has made its first magnet deliveries from its 250,000-square-foot Fort Worth factory under a long-term agreement supporting GM electric motors. Moving from announced capacity to production is an important validation point for a domestic supply chain still heavily exposed to China.

[https://www.bizjournals.com/dallas/news/2026/09/18/mp-materials-fort-worth-plant-gm-first-magnets.html](https://www.bizjournals.com/dallas/news/2026/09/18/mp-materials-fort-worth-plant-gm-first-magnets.html)

**6. Titan International agrees to sell its ITM undercarriage business**

Titan will sell the Italtractor ITM business to USCO for potential total cash value of approximately $285 million. The transaction shifts ownership of a global supplier of undercarriage components for construction, mining, and agricultural equipment while giving Titan capital for debt reduction and potential investments or acquisitions.

[https://www.prnewswire.com/news-releases/titan-international-signs-definitive-agreement-to-sell-itm-business-to-usco-spa-302884962.html](https://www.prnewswire.com/news-releases/titan-international-signs-definitive-agreement-to-sell-itm-business-to-usco-spa-302884962.html)

**7. Lightera will nearly triple submarine optical-fiber capacity**

Lightera announced investments in its U.S. and Danish operations intended to nearly triple manufacturing capacity by 2029. Demand visibility from cable manufacturers, hyperscalers, cloud providers, and AI-infrastructure projects is translating into tangible upstream capacity commitments.

[https://www.prnewswire.com/news-releases/lightera-announces-major-capital-investment-to-expand-submarine-optical-fiber-manufacturing-302885240.html](https://www.prnewswire.com/news-releases/lightera-announces-major-capital-investment-to-expand-submarine-optical-fiber-manufacturing-302885240.html)

**8. FDA clearance expands Medtronic’s Hugo surgical-robot platform**

The FDA cleared Medtronic’s LigaSure vessel-sealing instrument for use with the Hugo robotic surgery system. Adding a familiar, widely adopted surgical instrument improves the platform’s competitive position and creates additional production and supply requirements as Medtronic expands Hugo installations and procedure volumes.

[https://www.medtechdive.com/news/fda-clears-vessel-sealing-device-for-medtronics-hugo-robot/830625/](https://www.medtechdive.com/news/fda-clears-vessel-sealing-device-for-medtronics-hugo-robot/830625/)

## If you've got a venti anything

**9. NIST directs more than $30 million toward technology adoption by smaller manufacturers**

Twelve Manufacturing Extension Partnership centers will receive first-year funding to help small and midsize manufacturers adopt AI, robotics, automation, and additive manufacturing. The awards cover centers in 11 states and Puerto Rico and require at least a 50% nonfederal match.

For manufacturers, the practical opportunity is access to implementation support, supplier-development resources, and lower-risk technology adoption. For automation and engineering providers, the centers can become valuable channels into manufacturers that need modernization but lack large internal engineering teams.

[https://www.nist.gov/news-events/news/2026/09/nist-awards-more-30-million-mep-centers-11-states-and-puerto-rico](https://www.nist.gov/news-events/news/2026/09/nist-awards-more-30-million-mep-centers-11-states-and-puerto-rico)

**10. IMTS launches move industrial robots toward easier, more flexible deployment**

Agility Robotics introduced Digit 5 with an emphasis on working safely near people, while Universal Robots unveiled an AI-ready seventh-generation platform and FANUC introduced a portable arm and compact controller for mobile applications. The common direction is lower integration friction, smaller control hardware, easier programming, and deployment beyond fixed, fenced work cells.

Manufacturers should evaluate these systems against specific labor, ergonomics, uptime, and material-flow constraints rather than treating robotics as a general technology initiative. The supplier opportunity extends well beyond robot makers to end-of-arm tooling, sensors, safety validation, fixtures, controls, integration, and production support.

[https://www.manufacturingdive.com/news/agility-debuts-safe-humanoid-digit-5-fanuc-universal-robot/830880/](https://www.manufacturingdive.com/news/agility-debuts-safe-humanoid-digit-5-fanuc-universal-robot/830880/)

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![Anduril Industries](data:image/svg+xml;base64,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"Anduril Industries")Anduril Industries

![John Deere](https://cdn-ux.deere.com/brand-foundations/2.0.0/logos/jd-logo.svg#green "John Deere")John Deere

![Daimler Truck](https://www.daimlertruck.com/_assets/055a696e49fa76c6e6549e622d95030d/Images/daimlertruck.svg "Daimler Truck")Daimler Truck

![Hyundai](https://na1.hubspot-logos.com/4c15a804-4ad1-4351-a868-6cd42954818a "Hyundai")Hyundai

![Tesla](https://na1.hubspot-logos.com/22a6bca1-84a0-4d14-883d-051bbb2de0ad "Tesla")Tesla

![Cirrus Aircraft](https://na1.hubspot-logos.com/739052e9-e343-4d03-b0ba-78f6986db914 "Cirrus Aircraft")Cirrus Aircraft

![Stellantis](https://www.stellantis.com/content/dam/stellantis-corporate/assets/stell-logo-blue.svg "Stellantis")Stellantis

![FOX](https://na1.hubspot-logos.com/f941d2c4-2a46-483c-8eca-18d3c8aa83f8 "FOX")FOX

![Caterpillar](https://s7d2.scene7.com/is/image/Caterpillar/CM20220222-5c3c2-280a8?fmt=png-alpha "Caterpillar")Caterpillar

![Honda](https://na1.hubspot-logos.com/b9736599-67fc-464d-9ff1-a3955f2b1b84 "Honda")Honda

![Jedco](https://na1.hubspot-logos.com/1d1e5ecd-0138-4373-9f71-cf748b125791 "Jedco")Jedco

![Edelbrock](https://na1.hubspot-logos.com/50c4ee68-c771-4083-8e69-7dde2787cd7a "Edelbrock")Edelbrock

![BorgWarner](https://na1.hubspot-logos.com/275e43be-9964-402c-b614-9e247db53fa2 "BorgWarner")BorgWarner

![VerdeGo Aero](https://na1.hubspot-logos.com/f7307866-b7e7-4615-ba91-cc661260236b "VerdeGo Aero")VerdeGo Aero

![Oshkosh Corporation](https://na1.hubspot-logos.com/f4079bf8-ec8e-4b59-aed3-0686d96a5830 "Oshkosh Corporation")Oshkosh Corporation

![Lucid Motors](https://na1.hubspot-logos.com/b8b7a10b-405a-43ed-bff1-5833cfd46902 "Lucid Motors")Lucid Motors

![Ricardo](https://na1.hubspot-logos.com/fb60aa1f-3e5b-4b04-9ab9-7d1d64520a1d "Ricardo")Ricardo

![Micro Metals](https://transform.octanecdn.com/width/300/https://octanecdn.com/aldermansites/aldermansites_376837011.png "Micro Metals")Micro Metals

![GW Cast](https://na1.hubspot-logos.com/6efcd08e-ae24-4940-9b04-38303a23a904 "GW Cast")GW Cast

![Pyper Tool](https://na1.hubspot-logos.com/63086869-2262-470d-a56d-91f84bf264f4 "Pyper Tool")Pyper Tool

![Ramco](https://na1.hubspot-logos.com/2dd6e78b-cc30-472e-b36a-31975cf0afeb "Ramco")Ramco

![Thierica Display Products](https://na1.hubspot-logos.com/3f593cf2-102d-4863-8b79-579676207458 "Thierica Display Products")Thierica Display Products

![Symmco](https://na1.hubspot-logos.com/05316e67-4e80-477a-8810-3f584675acc3 "Symmco")Symmco

![Metro Bolt](https://na1.hubspot-logos.com/ea0a8aa0-efb6-4e38-a108-9f7bd9d68330 "Metro Bolt")Metro Bolt

![EFI Automotive](https://na1.hubspot-logos.com/98508534-c3c0-4bfe-8b1f-d3f5235b751c "EFI Automotive")EFI Automotive

![Rocket Machining & Design](https://na1.hubspot-logos.com/6d2b00a7-86d5-49b9-9441-415493c01631 "Rocket Machining & Design")Rocket Machining & Design

![Sterling Technologies](https://na1.hubspot-logos.com/9f8adce0-3006-4443-8ae6-23db91a1d2f2 "Sterling Technologies")Sterling Technologies

![Staub Manufacturing Solutions](https://na1.hubspot-logos.com/e8af29af-0040-45f4-bfd9-b2018f641759 "Staub Manufacturing Solutions")Staub Manufacturing Solutions

![Nichols Portland](https://na1.hubspot-logos.com/5a0aa7cb-1558-4754-8dbd-fb74784e4965 "Nichols Portland")Nichols Portland

![Knoedler](https://na1.hubspot-logos.com/cbc14678-c474-42b8-bcbd-dabd89dbb36b "Knoedler")Knoedler

![Rockman Advanced Composites](https://na1.hubspot-logos.com/4a3aa949-f088-426d-b7e1-398812509b47 "Rockman Advanced Composites")Rockman Advanced Composites

![Modal Motors](https://na1.hubspot-logos.com/154115e1-6f84-4c88-b4c2-aea72ad6b492 "Modal Motors")Modal Motors

![Genesee Group](https://na1.hubspot-logos.com/1b45bc9c-c971-4fc4-9804-6b40ad8cb306 "Genesee Group")Genesee Group

![Witol](https://na1.hubspot-logos.com/6fd1535b-c305-48cc-8783-2748d1e806b9 "Witol")Witol

![SIEGENIA](https://na1.hubspot-logos.com/b48b5bba-7451-4c55-8a00-e4e03738975a "SIEGENIA")SIEGENIA

Copyright © {2021 }

Proud members of the [German American Chamber of Commerce](https://www.gaccmidwest.org/us)    &

[MEMA, The Vehicle Supplier Association](https://www.mema.org/)

 

[Privacy Policy](https://tkd2group.com/privacy-policy)

 

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