manufacturing plants
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 15, 2022 by Pete Stavros · across every show →
Everything said about manufacturing plants, oldest first
Sep 15, 2022
Dec 19, 2022 bearish
Marshall: Supply chain relocation is slow because subcomponent suppliers must follow
“It's really difficult to make ten-year capital decisions on manufacturing plants and the ensuing supply chain that has to follow you into those manufacturing plants. Because remember, when you build a manufacturing plant, you have to have all the other little …”