Episode notes
We talk with Camden Spiller from Maddox Industrial Transformer about demand for electrical infrastructure, including the consequences of the pandemic, tapering demand from Bitcoin miners and how demand destruction is easing production concerns.
https://www.maddoxtransformer.com/
Camden Spiller: https://www.linkedin.com/in/camden-spiller/
Will Foxley: https://twitter.com/wsfoxley
TIMESTAMPS:
00:00 Start
01:06 Intro
02:37 Maddox Industrial Transformer
04:49 Customers
06:40 Diversity of infrastructure
07:43 Experience working w/ miners
11:05 Learning the mining space
12:16 Typical examples
14:54 Miner demand
17:45 Steel & deindustrialization
19:42 Auro EV demand on transformers
23:24 COVID & workforce
30:39 Demand destruction
33:05 This miner cycle
36:16 If you could change one thing
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