powertrain
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Garth Sheldon-Coulson · across every show →
Everything said about powertrain, oldest first
May 28, 2026 neutral
Sheldon-Coulson: Panthalassa node CapEx is half steel, one-quarter powertrain
“In a system where if we just exclude the battery for the minute it's most, it's basically half steel, and then you've got about a quarter is your powertrain. And then about a little less than a quarter is your marine coatings, and then you've got other, you kn…”