combined cycle

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 15, 2026 by Nat Bullard · across every show →

Everything said about combined cycle, oldest first

Jan 15, 2026 negative
Assertion Supported
Bullard: Planned combined-cycle gas plant capital costs will double by 2030
“You know on the order of, like, more than a 160 active plants, like close to about 80 gigawatts worth of actual capacity, in which the cost of a combined cycle has doubled. Like, twenty-twenty-six deliveries, things that are gonna come online this year, are in…”
Nat Bullard Jan 15, 2026 ▶ 25:26 2026 trends: Gas turbines, Texas’ load queue and China electrifies
Feb 12, 2026
Assertion Supported
Siegel: The cost to build combined-cycle gas plants doubled or tripled
“Two, we've gone through this, again, very short period where prices for building a new large generation resource went from, let's say, for a combined cycle 10 years ago, we could build a new combined cycle for A little bit over a thousand dollars per KW. And t…”
Paul Siegel Feb 12, 2026 ▶ 14:44 PJM and ERCOT navigate a capacity rollercoaster
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