GEV directional thesis
Turbine makers charge a fortune because only three companies build them and the wait now runs past the decade, so anyone who locked up capacity early prints money.
“Who saw the energy bottleneck before others asymmetrically went to, you know, Siemens, Mitsubishi, and of course GE Vernova and bought up turbine capacity. And now they're able to charge excess amounts for deploying these turbines”100:30claim_id
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