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transformer manufacturing capacity

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 16, 2025 by Shayle Kann · across every show →

Everything said about transformer manufacturing capacity, oldest first

Oct 16, 2025 bullish
Prediction Open · timeframe Oct 2028
Kann: Transformer manufacturing capacity will expand and bring down lead times
“I do think we also will see a lot of new transformer manufacturing capacity come online in the next few years. It's, the lead times are gonna come down, and I think we'll see a wave of new technology.”
Shayle Kann Oct 16, 2025 ▶ 19:48 Calibrating hype with Akshat Rathi
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