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GE Vernova

5 articles

August 4, 2026 6 min read

Equipment Production Slot Reservation Replaces the Order

GE Vernova signed 18 GW of slot reservations against 2 GW of orders last quarter. What the equipment production slot reservation means for utility buyers.

GE VernovaProlec GEtransformers

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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

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May 2, 2026 6 min read

GE Vernova's Q1: $42.4B Electrification Backlog, Prolec Fully Absorbed, Two-Source Strategy Now Mandatory

GE Vernova's Q1 2026 numbers and the February Prolec consolidation reshape transformer procurement. Backlog jumped 86% YoY, data center orders alone exceeded all of 2025, and one of the two qualified North American suppliers most municipals carry just became one.

GE VernovaProlec GEtransformers

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April 26, 2026 5 min read

SF6-Free Switchgear Has Crossed the Commercial Threshold. Procurement Specs Are Next.

Hitachi Energy now has 65+ North American orders for 420 kV SF6-free dead tank breakers. Here is what that means for utility switchgear procurement in 2026 and beyond.

SF6 free switchgearcircuit breakershigh voltage

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