This will not be a learned more robustly in the US until one or both of the only two (edit: major) gas turbine manufacturers in the world (GE Vernova, Siemens Energy) suffer a tail risk event causing their failure. Backlog for new gas turbines is ~7 years, as of this comment. Continued production capacity is a function of how fragile those two companies are.

The White House’s Bet on Fossil Fuels Is Already Losing - https://www.bloomberg.com/opinion/articles/2025-10-28/white-... | https://archive.today/vpvch - October 28th, 2025

Gas-Turbine Crunch Threatens Demand Bonanza in Asia - https://www.bloomberg.com/news/newsletters/2025-10-07/gas-tu... | https://archive.today/z4Ixw - October 7th, 2025

AI-Driven Demand for Gas Turbines Risks a New Energy Crunch - https://www.bloomberg.com/features/2025-bottlenecks-gas-turb... | https://archive.today/b8bhn - October 1st, 2025

(think in systems)

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bluGill an hour ago | parent | next [-]

Both of those are big wind tubine manufactres as well.

	▲	tadfisher 9 minutes ago \| parent [-]
		Luckily, the wind futures market is pretty bullish for the foreseeable future

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skywal_l 2 hours ago | parent | prev [-]

Isn't there Ansaldo Energia too?

	▲	toomuchtodo 2 hours ago \| parent [-]
		Yes, but their production volume is limited (imho) compared to the two companies I mentioned. Good callout regardless. I'll have a post put together to share here enumerating and comparing. (i track global fossil generation production capacity as a component of tracking the overall rate of global energy transition to clean energy and electrification, but some of my resources are simply an excel spreadsheet)