ELON MUSK SAYS SPACEX AND TESLA $TSLA MAY NEED TO MAKE TURBINE BLADES INTERNALLY
The bottleneck is not the full turbine. It is the parts nobody can get fast enough:
- Turbines are sold out through 2030
- Musk says SpaceX and Tesla may need to make turbine blades, vanes, and blades internally to bring enough power online
- The limiting factor is vanes and blades, with only three casting companies in the world able to make them and all massively backlogged