Nuclear-grade welding bays, precision fab, metrology, and secure facilities are not cheap. Building or upgrading capacity for AU–UK–US demand is capital-intensive by nature.
After CAPEX lands, the shop still funds WIP on long jobs. Capital intensity and WC strain compound — a theme lenders and operators both watch.
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CAPEX is buying lasting capacity — machines, facilities, major systems. Opex is running cost — labour, materials, rent, software. Trilateral-ready capacity often needs both, with CAPEX front-loaded.
Heavy CAPEX plus long WC cycles stacks pressure: cash leaves for assets and for WIP before programme cash returns. That stack is a core financial impact of industrial-base uplift.