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grain-oriented steel

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Tim Mills · across every show →

Everything said about grain-oriented steel, oldest first

Feb 22, 2024 neutral
Assertion Supported
Mills: 95% to 98% of US transformers use grain-oriented steel
“The problem is about, I'm guessing, 95 to 98% of all the transformers that are being produced in America are using grain-oriented steel.”
Tim Mills Feb 22, 2024 ▶ 24:27 The electric transformer shortage
Feb 22, 2024 neutral
Assertion Supported
Mills: Cleveland-Cliffs is the only US grain-oriented steel maker
“It's a very specialized steel, and in the United States, there's literally one manufacturer that makes grain-oriented steel, and that's Cleveland Cliffs. And their plant is essentially operating at a hundred percent capacity.”
Tim Mills Feb 22, 2024 ▶ 21:26 The electric transformer shortage
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