gas turbines
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 16, 2026 by Sachin Katti · across every show →
Everything said about gas turbines, oldest first
Jul 16, 2026 negative
Katti: Turbine and transformer manufacturers face multi-year lead times to expand capacity
“Those industries have historically have not added much capacity for the last decade or so ago, and they've suddenly experienced a demand shock. And it takes years before you can add capacity to produce more turbines and transformers.”