electrical steel

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 22, 2023 by Shayle Kann · across every show →

Everything said about electrical steel, oldest first

Jun 22, 2023 bearish
Assertion Supported
Kann: Grid transformer wait times reach 18 months amid steel shortages
“The one area where the crisis seems to be Raging, as strong as it ever has, maybe stronger, is grid transformers, electric transformers. Where there's like an 18 month wait time, and supply shortage, and there's not enough electrical steel for the types of tra…”
Shayle Kann Jun 22, 2023 ▶ 37:25 Building out a U.S. solar supply chain
Aug 17, 2023 negative
Assertion Supported
Kann: The US Has Only One Domestic Manufacturer of Transformer Electrical Steel
“Transformers require in the U.S. This, like, particular kind of steel, electrical steel, and there's only one domestic supplier of that kind of seal.”
Shayle Kann Aug 17, 2023 ▶ 36:10 Navigating the electricity gauntlet
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