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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