Tracked forecast · watch-08-5
Behind-the-meter announcements: genset and fuel-cell lead times.
Open
- Chokepoint
- Power Equipment — Turbines, transformers, and the switchgear that connects generation to the grid. (Rations by lead time)
- Kill condition
- Rising genset and fuel-cell lead times are the tell that the bypass around the equipment wall is itself filling up.
- Horizon
- Quarterly
- Source
- Issue 8 — The Equipment Wall · full issue
Why it is on the watchlist
Gensets and fuel cells are the bypass around the equipment wall. Their lead times rising is the tell that the bypass itself is filling up.
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