Sean(@sean_________):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"

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

Joined May 2019

3K Following 8.6K Followers

Sean@sean_________

2026.06.09 11:07

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"