industrial projects
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 11, 2025 by Alex Modon · across every show →
Everything said about industrial projects, oldest first
Dec 11, 2025 negative
Modon: Treating construction projects as one-offs eliminates learning curve benefits
“When we move into projects world, everything's a snowflake. It's like, you know, everything's end of one. Even a project that we're building, you know, we built lots of refineries. That next refinery that we build is still an end of one project. And because it…”