ERMCO
5 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Tim Mills · said 15 times in 1 episodes since 2024 · across every show →
Mentions by year
brought up most by Tim Mills (13), Shayle Kann (2)
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2024 15 mentions in 1 episode
Everything said about ERMCO, oldest first
Feb 22, 2024
Mills: Building a new transformer plant costs $100M and takes 1-2 years
“And then if you really had no equipment availability, and you had to add a new facility or a new line, you're talking hundreds of millions of dollars, well, hundred million dollars of investment in order to get that facility stood up. And then the lead time to…”
Feb 22, 2024 negative
Feb 22, 2024 neutral
Feb 22, 2024
Mills: Early US transformer shortage was driven by utility panic-buying
“But this wasn't, this was not the microchip problem, right? That was preventing automobiles from being produced, where, where literally you couldn't get the Componentry, the necessary input to produce the output. This was the toilet paper example, right? Where…”
Feb 22, 2024 neutral
Mills: Three-phase transformer shortage will last another 12 to 24 months
“I think the single phase pole problem is nearing the end of the line.
and then I think the single phase pad and three phase problem is probably going to be a little bit painful for the next 12 to 24 months, but then I think we're going to get to a period of s…”