Gas turbine lead time and Brent are linked through structural pricing: every additional year of delivery delay locks in higher fuel-cost expectations under the new Brent regime. Post 037 names this as the structural reason 2026 turbine pricing has no near-term ceiling.
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 Brent are linked through structural pricing: every additional year of delivery delay locks in higher fuel-cost expectations under the new Brent regime. Post 037 names this as the structural reason 2026 turbine pricing has no near-term ceiling.
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.