Cummins
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 12, 2025 by Rafi Garabedian · said 5 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Stephen Lacey (3), Rafi Garabedian (1), Julian Spector (1)
tap a year for its mentions
2025 1 mention in 1 episode
2023 4 mentions in 2 episodes 2 per episode
Everything said about Cummins, oldest first
Mar 12, 2025 bearish
Garabedian: Siemens, ThyssenKrupp, and Cummins margin models will fail in hydrogen
“If you look at the incumbent electrolyzer producers they're the big industrials. I'm talking about companies like Siemens and ThyssenKrupp Cummins, who are not in the business of mercilessly driving cost out of their products, right? They're heavy industrial s…”