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Brian Potter

@brian-potter · 43 positions · 1 change of mind

Structural engineer and writer, author of the Construction Physics newsletter, where he takes apart how large physical things — buildings, ships, semiconductor fabs, aeroplanes — actually get made, and why the cost of making them moves the way it does.

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  1. Construction costs tend to rise at, or above, the level of overall inflation, and it rarely (if ever) gets cheaper to build houses, offices, or other buildings.

    Construction Costs Rarely Fallconstruction-physics.com

    inflation

  2. 4 months earlier
  3. Sweden, for instance, is often praised for its high adoption of prefabricated construction, but since the 1990s Sweden has had roughly flat construction labor productivity, even as it has made more extensive use of prefabrication.

    Stagnant Construction Productivity Is a Worldwide Problemconstruction-physics.com 1st of 3 in this piece

  4. Overall, my take when looking at this data is that stagnant construction productivity is an extremely widespread problem.

    Stagnant Construction Productivity Is a Worldwide Problemconstruction-physics.com 2nd of 3 in this piece

    America

  5. The US has a lot to learn from other countries for how to catch up to the efficient frontier, especially for certain types of construction (ie: transit) and in certain places in the country (ie: expensive coastal metros).

    Stagnant Construction Productivity Is a Worldwide Problemconstruction-physics.com 3rd of 3 in this piece

    America

  6. 3 months earlier
  7. However, the methods used to produce these estimates are debatable, and seem to have been chosen to give the maximum possible value for data center water consumption.

    I Was Wrong About Data Center Water Consumptionconstruction-physics.com 2nd of 2 in this piece

    data centers

  8. 3 months earlier
  9. Cities began to prefer subways to elevateds, despite the fact that they were two to four times as expensive to build as elevated trains.

    Why we stopped building subways cheaplyworksinprogress.news 1st of 3 in this piece

    America

  10. Cut and cover will sometimes be the best choice from a basic cost-benefit perspective, as will elevated rail, and both are useful to have in the tunnel construction toolbox for that reason.

    Why we stopped building subways cheaplyworksinprogress.news 2nd of 3 in this piece

  11. Political costs and civic opposition will often make a technology unviable regardless of how the dollars and cents add up.

    Why we stopped building subways cheaplyworksinprogress.news 3rd of 3 in this piece

    Americapermitting

  12. 7 months earlier
  13. Spruce Pine quartz isn’t quite an irreplaceable linchpin in semiconductor manufacturing.

    Does All Semiconductor Manufacturing Depend on Spruce Pine Quartz?construction-physics.com 1st of 2 in this piece

    semiconductors

  14. The downside is that synthetic quartz is much more expensive, perhaps on the order of 5–10 times the cost of natural high-purity quartz.

    Does All Semiconductor Manufacturing Depend on Spruce Pine Quartz?construction-physics.com 2nd of 2 in this piece

  15. 2 months earlier
  16. The U.S. Navy estimates that China’s shipbuilding capacity is 232 times our own.

    Why Can't the U.S. Build Ships?construction-physics.com 1st of 8 in this piece

    ChinaAmerica

  17. The situation we face today, with U.S. ships costing at least twice as much to build as ships built elsewhere, is not a recent development; it’s been the norm for at least the past 100 years.

    Why Can't the U.S. Build Ships?construction-physics.com 2nd of 8 in this piece

    America

  18. But the U.S. again failed to transform its enormous shipbuilding effort into a successful commercial shipbuilding industry.

    Why Can't the U.S. Build Ships?construction-physics.com 3rd of 8 in this piece

    America

  19. But in turning these innovations into competitive industries, America has come up short.

    Why Can't the U.S. Build Ships?construction-physics.com 4th of 8 in this piece

    America

  20. The first is the high cost of inputs, particularly labor and steel.

    Why Can't the U.S. Build Ships?construction-physics.com 5th of 8 in this piece

    America

  21. Shipbuilding is labor intensive, and we see a repeated pattern of it moving to countries with low-cost labor: from Britain to Japan, then to Korea, then to China.

    Why Can't the U.S. Build Ships?construction-physics.com 6th of 8 in this piece

    ChinaAmerica

  22. The U.S., on the other hand, never appears to have been strongly motivated to make its shipbuilding industry an international success.

    Why Can't the U.S. Build Ships?construction-physics.com 7th of 8 in this piece

    America

  23. Shipbuilding policies have long been much more focused on sheltering the industry from competition rather than driving to make it successful.

    Why Can't the U.S. Build Ships?construction-physics.com 8th of 8 in this piece

    America

  24. 3 months earlier
  25. In particular, operating a data center requires large amounts of electricity, and available power is fast becoming the binding constraint on data center construction.

    How to Build an AI Data Centerconstruction-physics.com 1st of 5 in this piece

    data centersenergy

  26. Utility companies see major electrical infrastructure as a long-term investment to be built in response to sustained demand growth.

    How to Build an AI Data Centerconstruction-physics.com 2nd of 5 in this piece

    data centersenergyinfrastructure

  27. Conventional air cooling is likely limited to around 20 to 30 kilowatt racks, perhaps 50 kilowatts if rear heat exchangers are used.

    How to Build an AI Data Centerconstruction-physics.com 3rd of 5 in this piece

  28. But there's also reason to believe that data center power consumption will nevertheless rise substantially.

    How to Build an AI Data Centerconstruction-physics.com 4th of 5 in this piece

    data centersenergy

  29. But many of these gains have already been achieved: the best data centers already use just 10% of their electricity for cooling and other non-IT equipment.

    How to Build an AI Data Centerconstruction-physics.com 5th of 5 in this piece

    data centersenergy

  30. 5 weeks earlier
  31. These enormous costs are ultimately due to the same factor that has steadily driven down the cost of semiconductors: Moore’s Law, the observation that the number of components on an integrated circuit tends to double every two years.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 1st of 7 in this piece

    semiconductors

  32. Fab construction time in the US has increased from just over 650 days on average in the 1990s to over 900 days on average in the 2010s, compared to around 600-700 days in Asian countries, in part because of increasingly stringent environmental review processes.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 2nd of 7 in this piece

    America

  33. Roughly 70-80% of the cost of a new fab will be the process tools that go in it.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 3rd of 7 in this piece

    semiconductors

  34. The cost of lithography machines is often estimated as 20% of the cost of a new fab, which means that lithography tools can cost as much as the entire fab facility itself.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 4th of 7 in this piece

  35. For modern semiconductor fabs, each new process node increases fab cost by about 30%.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 5th of 7 in this piece

    semiconductors

  36. But as fab costs increased, it became more and more burdensome for manufacturers to operate cutting edge manufacturing facilities due to the high costs, and fewer manufacturers had the production volume to spread those costs over.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 6th of 7 in this piece

    design

  37. The second is that producing semiconductors requires almost unfathomable levels of precision.

    How to Build a $20 Billion Semiconductor Fabconstruction-physics.com 7th of 7 in this piece

    semiconductors

  38. 4 weeks earlier
  39. Discussions of housing policy often focus on issues of zoning, regulation, and other supply restrictions which manifest as increased land prices, but for most American housing, the largest cost comes from building the physical structure itself.

    What Makes Housing So Expensive?construction-physics.com 1st of 4 in this piece

    Americahousing

  40. What is different about construction is the level of coordination that takes place: whereas in a car everything is carefully designed to tightly integrate together, in housing construction the work can be done (and often is) with surprisingly little coordination between the various trades.

    What Makes Housing So Expensive?construction-physics.com 2nd of 4 in this piece

    designhousing

  41. Bulk building materials are already mass-produced in factories, and are among the cheapest materials civilization is capable of producing.

    What Makes Housing So Expensive?construction-physics.com 3rd of 4 in this piece

    housing

  42. It’s only in dense urban areas that the cost of land begins to dominate the cost of new housing, driven by regulatory and zoning restrictions that limit how much housing can be built in a given area.

    What Makes Housing So Expensive?construction-physics.com 4th of 4 in this piece

    housing

  43. 23 months earlier
  44. If there’s one thing to take away from this essay, it's that you can’t infer a housing shortage by looking at housing construction rates in isolation.

    Is There a Housing Shortage or Not?construction-physics.com 1st of 6 in this piece

    housing

  45. So, historical evidence suggests that the US is short at least several million housing units.

    Is There a Housing Shortage or Not?construction-physics.com 2nd of 6 in this piece

    Americahousing

  46. There is essentially zero correlation - the metros with the largest rent increases had added population / added housing ratios no different than metros with smaller rent increases.

    Is There a Housing Shortage or Not?construction-physics.com 3rd of 6 in this piece

    housing

  47. The more restrictions on land use, the higher rents you see.

    Is There a Housing Shortage or Not?construction-physics.com 4th of 6 in this piece

    housing

  48. There’s a reasonable amount of evidence that housing prices tend to adjust to match regional incomes.

    Is There a Housing Shortage or Not?construction-physics.com 5th of 6 in this piece

    housing

  49. In general, housing trends are largely driven by a small number of outlier metros.

    Is There a Housing Shortage or Not?construction-physics.com 6th of 6 in this piece

    Americahousing

  50. 10 months earlier
  51. The upside of any given project is usually a single-digit profit margin. But the downside is “whatever your company is worth”

    Why It's Hard to Innovate in Constructionconstruction-physics.com 1st of 3 in this piece

  52. In many cases, the person specifying a new system won’t capture the upside from actually using it - they’ll be under a sort of reverse moral hazard, where the benefits accrue to the rest of the project team, but the risks will accrue only to them.

    Why It's Hard to Innovate in Constructionconstruction-physics.com 2nd of 3 in this piece

  53. A new or innovative system that involves changes to the process thus incurs a significant risk penalty that would likely exceed the expected benefits of the innovation.

    Why It's Hard to Innovate in Constructionconstruction-physics.com 3rd of 3 in this piece