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data center load

2 articles

July 17, 2026 5 min read

Gas Turbine Scarcity Is Tightening the Distribution Queue

Gas turbine scarcity just canceled a $2B PJM plant. With OEMs sold out to 2029, turbine backlogs are now a leading indicator for distribution equipment lead times.

gas turbine scarcitygas turbine lead timesturbine backlog

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May 20, 2026 7 min read

May 2026 Gas Wave: 20 GW of CCGT Decided in 30 Days

Five gigawatt-scale combined-cycle gas projects cleared regulatory or construction milestones in May 2026, adding about 20 GW to the U.S. pipeline. What it does to turbine slots, GSU lead times, and equipment procurement.

gas plant procurementcombined cycledata center load

Read Analysis DistroForge Research