Gas Turbines and Datacenters my TLDR is: • Literally every turbine (even the inefficient ones) are sold out through 2030. • Prices are 3x those from 2019. Slot times are more valuable than the cost efficiency. • Turbine OEM's were burned out from a buildout from 2009–2014 when there was a huge rush due to the shale revolution, shift to use more gas due to Fukushima, coal retirements. For ex, GE Power imploded. Therefore, they have been slow to expand production. • Four key bottlenecks for parts that go into a gas turbine: 1. Single-crystal castings: only 5 firms in the world do this 2. Heavy rotor forgings: only 4 firms do this 3. The casting furnaces themselves: 3 firms 4. GSU transformers: in the US, there's only one. Heron Power is building here, they raised $140 million in a Series B from a16z in Feb 2026.

🕊️🌿 Right next to a bustling bridge and spinning wind turbines, a mangrove nursery in Zhanjiang is quietly raising the next generation of egrets. In Tangwei Village, 20 hectares of mangroves serve as a natural breeding ground. Chicks wait in nests. Adults shuttle between mudflats and treetops. Life goes on, undisturbed. This is what harmony looks like: conservation and infrastructure, side by side. 🏗️🌱 #Mangroves# #Egrets# #Wildlife# #Zhanjiang# #Nature# #Conservation# #Wetlands# #Birdwatching# #China# #Biodiversity# #Harmony# #Environment# #Sustainability# #CoastalLife# 🔗 Full story:

The AI revolution is reshaping the US job market: Wind turbine service technicians are expected to be the fastest-growing occupation in the US from 2024 to 2034, with projected employment growth of +49.9%, according to BLS estimates. This is followed by solar photovoltaic installers, at +42.1% over the same period. By comparison, nurse practitioners are projected to grow +40.1%, while data scientists are estimated to rise +33.5%. Furthermore, electricians and construction managers are forecast to grow nearly +10% by 2034, more than double the pace projected for accountants and lawyers. The construction sector already faces a shortfall of ~350,000 workers, a gap expected to exceed 1 million by 2030 as existing workers retire. Meanwhile, customer service and cashiers employment is projected to decline -5% and -10%, respectively, from 2024 to 2034. Blue-collar workers are driving America's next jobs boom.

MS on $GEV: "Our view remains that gas turbine industry orders decrease in 2027 (vs 2026 levels of ~117GW). This view is driven by (1) an already high level of behind the meter gas turbine data center orders relative to build rates, and (2) our view that Middle East power infrastructure investments may see some delays" "But, any way you cut the data, the Gas turbine market looks balanced at best in 2030, and more likely it starts to look over-supplied into the 2030"