Siemens

“Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make turbines. Of course, one re…”

“I think there'll be national champions and more of them, whereas Siemens GE and Mitsubishi are more than national champions.”

“We've seen those capital costs go from You know, an early promise of something like 1500 dollars a kilowatt, buck 50 a watt, to now even over three dollars a watt of capital cost.”