Project finance and permitting reform are coupled. Posts 019 and 024 both name SPEED Act passage probability as a direct input into 2026 project-finance underwriting models, with Post 024 framing the GE Vernova Q1 print as a test of how much of the multi-year backlog is fundable without reform.
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.
Senate Democrats have reopened negotiations on the SPEED Act, hoping to add transmission infrastructure provisions to the House bill before a narrow legislative window closes in early May. Both parties face mounting political pressure from the Strait of Hormuz crisis and growing data center electricity demands.
Project finance and permitting reform are coupled. Posts 019 and 024 both name SPEED Act passage probability as a direct input into 2026 project-finance underwriting models, with Post 024 framing the GE Vernova Q1 print as a test of how much of the multi-year backlog is fundable without reform.
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.
Senate Democrats have reopened negotiations on the SPEED Act, hoping to add transmission infrastructure provisions to the House bill before a narrow legislative window closes in early May. Both parties face mounting political pressure from the Strait of Hormuz crisis and growing data center electricity demands.