Tracked forecast · watch-08-2
Heavy-frame turbine slots at GE Vernova, Siemens Energy, and Mitsubishi.
Open
- Chokepoint
- Power Equipment — Turbines, transformers, and the switchgear that connects generation to the grid. (Rations by lead time)
- Kill condition
- Slots still sold past 2030 confirm the system-level wall; slots opening earlier are the first compression signal.
- Horizon
- Quarterly earnings
- Source
- Issue 8 — The Equipment Wall · full issue
Why it is on the watchlist
If heavy-frame turbine slots keep selling past 2030, the system-level wall holds. Slots opening earlier is the first compression signal.
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