https://ourworldindata.org/battery-price-decline

> Every time the global cumulative battery production has doubled, the price has dropped by roughly 19%.

There are only a handful of gas turbine manufacturers left, with a manufacturing backlog of half a decade.

It is exceptionally obvious battery manufacturing will only continue to scale (TAM is global EV and stationary storage market), and gas turbine builders will hang on until the economics turn, which they have. Regardless, these trajectories will hold unless something exceptional occurs. Is it likely we’ll build more batteries faster? Yes. Is it likely these are the last three major gas turbine manufacturers to exist? Also yes. Last call for buggy whips.

https://www.enverus.com/blog/the-queue-before-the-queue-gevs...

https://fgermini.substack.com/p/heavy-duty-gas-turbines-the-...