GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market?

Order a heavy-duty gas turbine from GE Vernova today, and it will not arrive until 2031. That production reality, confirmed on the company’s July 22, 2026, earnings call, sits beneath nearly every ambitious AI data-center power plan announced in recent years. GE Vernova closed the second quarter with a combined gas-power equipment backlog and slot-reservation […]

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Maryland Blames Data Centers for $1.6 Billion Power Bill Shock, but Democrats Omit Green Energy Costs

Maryland ratepayers are staring down an estimated $1.6 billion hit to their electric bills over the next decade—roughly $345 per household—to fund transmission upgrades driven largely by data centers in Northern Virginia. The state’s Office of People’s Counsel (OPC) has filed a formal complaint with the Federal Energy Regulatory Commission (FERC), arguing that PJM Interconnection’s […]

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Blackrock LOVES Oil Now?

Daily Standup Top Stories Replacing a Talen Energy coal-fired power plant with battery storage is infeasible: PJM May 6, 2024 Mariel Alumit An 800-MW, four-hour battery is “not a realistic option” for replacing Talen Energy’s 1,280-MW, coal-fired Brandon Shores power plant near Baltimore, according to the PJM Interconnection. The Sierra Club’s proposed battery storage solution to […]

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