Tracked forecast · watch-02-3
GE Vernova / Siemens equipment backlog.
Open
- Chokepoint
- Power Equipment — Turbines, transformers, and the switchgear that connects generation to the grid. (Rations by lead time)
- Kill condition
- The 80 GW backlog figure is the equipment-squeeze signal for the thesis.
- Horizon
- Quarterly earnings
- Source
- Issue 2 — A Tale of Two Grids · full issue
Why it is on the watchlist
The headline equipment backlog is the single squeeze signal for the two-grids thesis — the number that says the wall is real.
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