05.25
The Order Book Hits the Tape
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Permitting reform × Gas turbine orders
Permitting reform and gas turbine orders sit on either side of the OEM slot allocation problem. Post 054 confirms the failure of federal permitting reform pushes turbine orders deeper into state-level and BTM frameworks.