“Customers are calling us … they want to reserve 20% of your factory production capacity… if other customers say I want the next 20% … that should give us a signal to go build the second factory”
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Said on Macro Voices
Switched On · Gas Turbine Makers Cash In on Global Power Rush
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expand tooling capacity, add shifts, install new machines at existing factories rather than building greenfield plants
“Customers are calling us … they want to reserve 20% of your factory production capacity… if other customers say I want the next 20% … that should give us a signal to go build the second factory”
“Add one new plant a week, and you’ll be at 30 in 18 weeks.”
“Australia's New South Wales has passed legislation to stop apartment building committees refusing owners permission to install EV chargers. The new rights will start in 2027, according to the state government.”
“Every dollar you add over here adds $7 over here for capacity to go out and purchase other agencies”
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