Gas turbine lead time and permitting reform are stacked delays: even if turbines arrive in 2029, NEPA review can add another 4-7 years to the operating timeline. Post 024 frames the combined wait as the binding constraint on grid-connected capacity additions through 2035.
GE Vernova reports Q1 earnings on April 22 with an 83 GW gas turbine backlog and guidance suggesting the industry will exceed 150 GW in annual orders for 2026, confirming the scale of the turbine boom reshaping global energy infrastructure.
Gas turbine lead time and permitting reform are stacked delays: even if turbines arrive in 2029, NEPA review can add another 4-7 years to the operating timeline. Post 024 frames the combined wait as the binding constraint on grid-connected capacity additions through 2035.
GE Vernova reports Q1 earnings on April 22 with an 83 GW gas turbine backlog and guidance suggesting the industry will exceed 150 GW in annual orders for 2026, confirming the scale of the turbine boom reshaping global energy infrastructure.