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.
Gas turbine orders × Opec restructuring
Gas turbine orders and OPEC restructuring co-occur in the Middle East: Mitsubishi's Qatar Facility E and Saudi orders happen against the OPEC+ restructuring backdrop. Post 054 connects the two as parallel features of the same regional realignment.