OEM

also referred to as: oems

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 14, 2024 by Shanu Matthew · across every show →

Everything said about OEM, oldest first

Mar 14, 2024 bearish

Assertion Not checkable as stated

Matthew: EV 50% penetration forecasts have slipped from 2027–2028 to 2030+

“Where, you know, maybe 12 to 18 months ago, some folks had, you know, forecast that they were, had high conviction on that you could get 50% penetration by 27, 28, are now being pushed to, you know, maybe twenty-thirty or beyond, and that's largely as a result…”

Shanu Matthew Mar 14, 2024 ▶ 22:00 Climate tech’s tough year in the public markets

Jun 5, 2025 neutral

Assertion Supported

Brough: Average gas turbine procurement lead times now stretch to 48 months

“I would say between 36 and 48 months. I suppose there are some OEMs that are claiming up to 60 months, but I would say on average it's around the 48 month period.”

Tony Brough Jun 5, 2025 ▶ 21:42 The gas turbine crunch

Jun 5, 2025 positive

Prediction Not checkable as stated

Brough: Gas turbine lead times will not get much worse

“I actually don't think they're going to get much worse. I think all of the OEMs are, in fact, I know all the OEMs are working like crazy to try and shorten up their lead times, or at least make sure they don't get worse.”

Tony Brough Jun 5, 2025 ▶ 20:45 The gas turbine crunch

Oct 16, 2025 neutral

Prediction Not checkable as stated

Kann: The nuclear reactor market will consolidate into a three-OEM oligopoly

“I personally think in the long run, nuclear probably ends up looking like gas turbines look today, which is there, you know, in the gas turbine world, there are basically three Three OEMs that control like 70, 75% of the market. It's an oligopoly, essentially.…”

Shayle Kann Oct 16, 2025 ▶ 38:52 Calibrating hype with Akshat Rathi

OEM

Everything said about OEM, oldest first

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