Conductor
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2026 by Andy Lubershane · across every show →
Everything said about Conductor, oldest first
Sep 10, 2026 bearish
Lubershain: Grid equipment and gas plant costs have doubled or tripled
“Conductor is, like, twice as expensive. So, like, basic aluminum, steel-reinforced conductor. Transformers are two-plus times more expensive. Switchgear is two times more expensive. Gas power plants are two to three times more expensive.”