Tim discusses the significant hurdles in scaling up transformer production, highlighting the low unemployment rate and the difficulty in hiring hundreds of workers. He emphasizes the critical role of specialized steel in manufacturing, noting that the sole U.S. supplier is operating at full capacity, which complicates the supply chain. Additionally, he touches on the rising costs of foreign steel due to tariffs and the emerging interest in amorphous steel as an alternative, revealing the precarious nature of transformer manufacturing.
