Gas turbine lead time and the Strait of Hormuz pair through Middle East procurement. Posts 020 and 037 frame this convergence, with Post 037 adding the blockade-driven baseline that keeps OEM pricing power durable.
The US has shifted from deterrence to kinetic enforcement with a naval blockade of Iran, removing oil barrels from the market immediately and creating a structural high-price baseline that benefits high-capex energy infrastructure projects.
Gas turbine lead time and the Strait of Hormuz pair through Middle East procurement. Posts 020 and 037 frame this convergence, with Post 037 adding the blockade-driven baseline that keeps OEM pricing power durable.
The US has shifted from deterrence to kinetic enforcement with a naval blockade of Iran, removing oil barrels from the market immediately and creating a structural high-price baseline that benefits high-capex energy infrastructure projects.