Siemens Energy’s gas services division closed the third quarter of fiscal 2026 (ended June 30) with a firm gas turbine backlog of 69 GW after booking 15 GW in new orders and shipping 6 GW during the period. Lead times across the company now stretch to three years or more, executives said, as surging demand—particularly […]
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The U.S. power grid faces a deepening equipment crisis, with power transformer lead times reaching record highs and constraining everything from routine repairs to major new infrastructure projects. According to recent industry data, standard power transformer delivery times now average 128 weeks (nearly 2.5 years), while generator step-up (GSU) transformers average 144 weeks, with some […]
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The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]
Continue ReadingDaily Standup Top Stories DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn June 7, 2025 Clark Savage ENB Pub Note: This article from David Blackmon is fantastic on The Daily Caller. We recommend following him there and on his Substack The Energy Absurdity Turley’s Law is alive and well. The more […]
Continue ReadingDaily Standup Top Stories Trump’s Plan To End The Green Spending Grift Once And For All March 4, 2025 Mariel Alumit Trump’s executive order only paused IRA funds, but repealing the endangerment finding could permanently end ‘Green New Deal’ spending. President Donald Trump campaigned on ending what he calls the “Green New Scam.” Toward that end, […] […]
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Daily Standup Top Stories 2023 – The Year The Renewables Bubble Burst January 20, 2024 Stu Turley In 2023. clean energy witnessed one of the toughest years in its short history. Supply chain issues, the energy crisis post Russia’s invasion of Ukraine and the ensuing ramp of interest rates and inflation hit […] California Solar Industry Faces […]
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