Bloomberg writes an interesting post contrasting the rise of US manufacturing despite the declines in overseas markets. While the signs are not free of concern, the output and expectation for US manufacturing appears to be relatively positive.
As is usually the case, with increased manufacturing output comes the demand to adequately manage the waste stream. With an increase in output comes another opportunity of increase, revenue from recovery of reclyclable waste stream. Be sure to include waste stream management in your own manufacturing forecast.