Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Greg Mulherin | Newell Machinery Company
Description
We catch up with our longtime friend Greg Mulherin in Iowa and trace how a music degree turns into three decades of millwright work that keeps grain and biofuel facilities running. We break down what upstream manufacturing really looks like, from bucket elevators and conveyors to labor shortages, supply chain shocks, and the new competition for skilled trades.
• quick market recap across grains and livestock
• Greg’s career path from spraying fields to VP at Newell Machinery
• Cedar Rapids area crop conditions and harvest setup
• what millwright work means in real terms, keeping factories aligned and operating
• how conveyor systems move massive volumes, plus global shipments and field service
• why old wooden elevators still show up in the wild
• retrofitting as upsizing for capacity, not running equipment faster
• how tariffs, Ukraine-linked stainless inputs, and COVID-era shortages affect projects
• ethanol and biofuels expansion tied to policy, credits, and infrastructure timing
• labor force constraints, lead times, and knowledge loss from retirements
• data centers as labor magnets that reshape local construction economics
• why integrated shop plus field teams matter when failures happen fast
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