Maxwell Clarke
speaker
119 appearances
1 recordings
1 series
first heard Jun 2026
last heard 20 Jun
Maxwell Clarke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
What we've seen though, more than anything, is the significant emergence in supply chain volatility.
Here we have as measured by PMI or PMI group, the return of supply chain volatility levels not seen since like the second half of 2022.
Part of that is obviously the eruption of war, very clearly, right?
That's not just perfect timing.
But more than anything, it's not something that just is necessarily going to go away because this support, this demand itself isn't going to be going away.
And so more than anything.
none of this becomes cheaper for anyone else, non-high tech that needs them.
In general, though, too, for power equipment, we continue to see significant improvement or significant gains in orders.
Orders and shipments continue to surge, even in what would otherwise be considered a weak environment.
All of this is driven and supported by data center expansion.
Similarly, also as well for cooling equipment.
In the context of pricing, which is what we're here for, right?
A lot of this seems dwarfed by obviously.
What we saw in 2021, 2022, and coming out of 2023.
But in and of itself, it's a little bit misleading.
Because in reality, aside from tariff support, when you're looking at like construction demand and construction activity, these prices should be a lot weaker.
Don't be mistaken by any of this.
So the fact that you're seeing 5% gains for power equipment, similar gains for electrical equipment and HVAC.
doesn't really jive with what you're seeing for non-residential construction and certainly not for residential construction.
Obviously it's not apples to apples in terms of what goes into building a house for what goes into building a a a data center the size of Manhattan.
Showing 81–100 of 119 · page 5 of 6
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