commercial capacity
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 5, 2026 by Dino Mavrucas · across every show →
Everything said about commercial capacity, oldest first
Aug 5, 2026 bearish
Mavrucas: China will flip all commercial shipbuilding to defense if conflict starts
“If a conflict kicks off, that commercial capacity isn't going to go to building cargo containers anymore. It's all going to flip to defense capacity, and it's going to be building for what the Chinese Communist Party needs to win a conflict.”