From Next Big Future, September 23:
2028-2030 To Get a GE 290-430MW Natural Gas Turbine
A new order for a GE Vernova 7HA gas turbine placed today would likely see delivery in late 2028 at the earliest, with potential delays extending to 2029–2030 depending on production ramp-up and order prioritization. This equates to a lead time of approximately 3–4 years from order date, though some reports indicate quotes up to 5–7 years for non-prioritized slots amid surging demand from AI data centers and grid reliability needs. Non-prioritized slots means you do not pay about double the price to get it faster....
....MUCH MORE
Up 109% over the last six months the stock has been stuck in a fairly wide band, $550 to all-time-high $677, late July to today:
$626.18 last, down $7.23 (-1.14%) on the day.
