This will not be a learned more robustly in the US until one or both of the only two (edit: major) gas turbine manufacturers in the world (GE Vernova, Siemens E

This will not be a learned more robustly in the US until one or both of the only two (edit: major) gas turbine manufacturers in the world (GE Vernova, Siemens Energy) suffer a tail risk event causing their failure. Backlog for new gas turbines is ~7 years, as of this comment. Continued production capacity is a function of how fragile those two companies are. The White House’s Bet on Fossil Fuels Is Already Losing - https://www.bloomberg.com/opinion/articles/2025-10-28/white-house-fossil-fuel-bet-is-losing-to-green-energy https://www.bloomberg.com/opinion/articles/2025-10-28/white-... | https://archive.today/vpvch https://archive.today/vpvch - October 28th, 2025 Gas-Turbine Crunch Threatens Demand Bonanza in Asia - https://www.bloomberg.com/news/newsletters/2025-10-07/gas-turbine-crunch-threatens-asian-lng-demand-bonanza https://www.bloomberg.com/news/newsletters/2025-10-07/gas-tu... | https://archive.today/z4Ixw https://archive.today/z4Ixw - October 7th, 2025 AI-Driven Demand for Gas Turbines Risks a New Energy Crunch - https://www.bloomberg.com/features/2025-bottlenecks-gas-turbines/ https://www.bloomberg.com/features/2025-bottlenecks-gas-turb... | https://archive.today/b8bhn https://archive.today/b8bhn - October 1st, 2025 (think in systems)