electric arc furnace
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 3, 2025 by Nat Bullard · across every show →
Everything said about electric arc furnace, oldest first
Jul 3, 2025 neutral
Data centers tolerate power price hikes far better than industrial steelmakers do
“If you jack the price of electricity, 30% for somebody that makes steel using an electric arc furnace, it will materially impact the cost of the steel that is being made. If you do the same for people that are doing data center operations especially for traini…”