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28.02.26 - 02:51
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Soaring Electricity Demand Meets Gas Turbine Shortage (ZeroHedge)
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Soaring Electricity Demand Meets Gas Turbine Shortage
Authored by Irina Slav via OilPrice.com,
AI-driven power demand is surging far faster than expected, but a shortage of heavy-duty gas turbines is creating a bottleneck.
Turbine makers like Siemens, GE Vernova, and Mitsubishi are ramping up production, but expansion projects could take up to 5 years.
Without enough gas capacity, AI growth could slow or grids may turn back to coal, potentially delaying coal plant retirements.
The surge in electricity demand in the world's AI hotspots has prompted a comparable surge in the demand for reliable supply. That surge was not expected. There are not enough gas turbines to secure that supply. This means the AI revolution would either have to slow down, or the grid would have to increase its reliance on coal.
Natural gas has in recent years been marketed as a so-called bridge fuel between coal and oil, on the one hand, and wind and solar, on the other. When it became clear that “bridge?...
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27.02.26 - 23:36
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Where Public Service Enterprise Stands With Analysts (Benzinga)
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Latest Ratings for PEG
DateFirmActionFromTo Jan 2022Evercore ISI GroupUpgradesIn-LineOutperform Jan 2022KeybancDowngradesOverweightSector Weight Jan 2022JP MorganUpgradesNeutralOverweight
View More Analyst Ratings for PEG
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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27.02.26 - 21:09
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DOE Closes Massive $26 Billion Loan For Southern Co. (ZeroHedge)
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DOE Closes Massive $26 Billion Loan For Southern Co.
Here comes more of those “Hundreds of Billions”
So much capital coming to this space next 3 years https://t.co/ZwTB0C2CUU
— zerohedge (@zerohedge) November 18, 2025
The DOE announced Wednesday that its Office of Energy Dominance Financing (EDF) has closed a $26.54 billion loan package (the largest in the agency's history) to two Southern Company subsidiaries.
Georgia Power will receive $22.4 billion and Alabama Power $4.1 billion. The roughly 30-year loans, drawable through September 2033, will finance more than 16.7 GW of reliable generation and transmission upgrades across the Southeast. This new loan dwarfs the previous billion dollar loan recently secured by Constellation for Three Mile Island.
The portfolio includes approximately 5.3 GW of new natural-gas capacity, 6.3 GW of nuclear improvements through uprates and license renewals at existing plants (including Vogtle), 1 GW of hydropower modernization, battery energy storage s...
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