This Week’s Structural Shift: Demand Is Visible; Conversion Capacity Is the Binding Constraint Space defense dome system. In this week’s Global Shift Radar, structural risk moved from demand recognition to execution capacity. Two pressure nodes now dominate allocator attention. On 13 July 2026 the Space Development Agency issued AMDT3 awards for satellites supporting the Golden Dome architecture. One leading space-systems provider disclosed a contract to build 18 infrared t