switchgear
7 statements across 4 episodes · 0 bullish · 4 bearish · 3 people on the record · first statement Oct 26, 2023 by Tim Hade · across every show →
Everything said about switchgear, oldest first
Oct 26, 2023
Oct 26, 2023 bearish
Oct 26, 2023 neutral
Oct 26, 2023 negative
Mar 12, 2026 neutral
Kann: Lead times for gas turbines, transformers, and switchgear are 3 to 7 years
“The five to seven years is the timeline to get new gas turbines, if you're ordering them, and it's close to the timeline to get new transformers and other, and switchgear and stuff like that. Like, we're all in the, like, three to five or maybe seven year time…”
Jun 18, 2026 bearish
Lubershane: Grid equipment costs 2-3x more and takes 3-5 years to deliver
“Anything you want to order today is probably going to take three plus years in the case of gas turbines, probably more like five years to be able to get your hands on. Anything you order today, whether it's a turbine or a transformer or just the, you know, alu…”
Sep 10, 2026 bearish
Lubershain: Grid equipment and gas plant costs have doubled or tripled
“Conductor is, like, twice as expensive. So, like, basic aluminum, steel-reinforced conductor. Transformers are two-plus times more expensive. Switchgear is two times more expensive. Gas power plants are two to three times more expensive.”