The Queue Before the Queue | GEV’s Backlog Extends to 2031 GEV’s gas turbine backlog hits 116 GW, delaying deliveries to 2031 and reshaping build-vs-buy in power markets. Read More » August 4, 2026 No Comments
Cracks in the Pipe | Pipeline Delay stalls Stargate’s Bloom Energy Fuel Cell Data Center Pipeline delay stalls Oracle’s Project Jupiter, threatening Bloom Energy fuel cells powering the Stargate data center. Read More » July 29, 2026 No Comments
Data Center Gas Demand Is Surging: Can Your Basin Compete for Behind-the-Meter Supply Agreements? Developers and investors can’t compare gas, solar, and storage using separate models. Here’s what a standardized cross-asset framework actually requires. Read More » July 28, 2026 No Comments