The macro picture: jobs, unemployment, deficits, debt
The combined portfolio — base program + compacts + Arctic + energy swap — run through the whole economy.
Employment
Does this much job creation overheat the economy or drive up prices? See What This Plan Can't Do for the overheating-and-inflation risk test, and Labor Model for the trade-by-trade detail behind it.
Fiscal balance during the build
Trajectories to 2040
Two notes on households: heat-pump and EV conversions are designed to be cash-positive per household from year one (financed through bill savings), and sustained megaproject demand will raise skilled-trade wages — good for workers, a cost risk for the program, with the robotics vertical and the training pipeline as the pressure valve.
The risk this plan's own success creates: currency appreciation
The response: a sovereign wealth fund, funded the right way
Independent third-party video, included for context — not produced by or affiliated with this site, and inclusion is not an endorsement of every claim made in it.
Following the plan through: the capital inflow, and the 80% neutralization pivot
| Phase | Years | What flows in | Range |
|---|---|---|---|
| Build-phase foreign financing | |||
| Maturing export surplus |