The Minutes of Marc Rowan on capital spending https://minutesof.com/marc-rowan/on/capital-spending/ Everything Marc Rowan has said on capital spending: 3 verbatim quotes from March 2026, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:10:36 +0000 Rowan describes unprecedented simultaneous global infrastructure spending across US, Europe, and Middle East f https://minutesof.com/q/ca799059-c031-4795-9f81-11f253d14a30/ https://minutesof.com/q/ca799059-c031-4795-9f81-11f253d14a30/ “S, they want to do in Europe and they're not as well prepared to it and they're doing it in The Middle East and they're doing it elsewhere around the world.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 capital spending Rowan describes simultaneous global build-out across infrastructure, energy, manufacturing, defense, and AI. https://minutesof.com/q/3c231b27-ec6b-4cd7-ae92-217c13ce62ef/ https://minutesof.com/q/3c231b27-ec6b-4cd7-ae92-217c13ce62ef/ “As a world, we are building infrastructure. We're building energy. We're doing energy transmission. We're building next gen manufacturing. We're ramping defense, and we're doing this thing called AI and data.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 capital spending Rowan claims current capital spending represents unprecedented scale happening simultaneously. https://minutesof.com/q/e48b3f99-497b-4cd9-bcbb-569d99ae244d/ https://minutesof.com/q/e48b3f99-497b-4cd9-bcbb-569d99ae244d/ “We're essentially spending every dollar since the creation of fire, and we're doing it all at once.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 capital spending