Almost everything you would need to know about the physical economy is already observable. Regulators publish. Exchanges publish. Ports and carriers file. Satellites pass over every site on earth several times a day. And yet answering "what is constraining this build" still takes an analyst a week of phone calls, because those sources have never been connected to each other and nobody is paid to keep the connection true by the minute.
So every institution builds its own partial copy. Each hyperscaler, each fund and each utility maintains a private model of the same physical world - including, usually, its own private note about which long-lead items are the ones to worry about. The work of assembling it is done thousands of times, badly, in parallel, and none of it compounds.