00:00AI needs computing power. Computing power needs cooling.
00:04And that is driving a boom for companies like Germany's EBM Pabst.
00:08This industrial fan is made for data centers.
00:12And demand, especially from the United States, is rocketing.
00:15But there's a catch. Tariffs and a weak dollar.
00:18For German exporters, that means products made in Europe have become more expensive in America.
00:23Because of the products that we offer from here in the United States,
00:29the Curs with the Zoll is a challenge,
00:33to be able to provide a wettbewerbsfähig for our customers.
00:35At the company's logistics hub, exports are moving fast.
00:39A container has a capacity of about 75 cubic meters.
00:43It's about 100 Badewannen.
00:46It's about 100.000 euros per container.
00:49And that's about 30 to 40 containers per week,
00:51which we send in.
00:53So the strategy is changing.
00:55Produce where you sell.
00:56EBM Pabst already has two factories in the US
00:59and is pushing to localize more of its supply chain.
01:02We have in the USA two standards.
01:06On both of them we have produced.
01:07One in Connecticut, the other in Tennessee.
01:11For us is it so,
01:12that we don't only do the products there,
01:15but also the supply chain,
01:17the supply chain,
01:20sukzessive,
01:20stärker,
01:21lokalisieren,
01:22um tatsächlich
01:23the gesamte Wertschöpfung
01:24in the Währungsraum to have.
01:26Fellow ventilation producer,
01:27Cile Beck, is doing the same.
01:29Its CEO says,
01:30local production is the only real answer
01:32when competitors can undercut prices.
01:40The pitch,
01:41higher price,
01:42lower energy use
01:43and long-term savings
01:44that can outweigh the upfront cost.