Lead times
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Behind the meter Turbines and engines
Wärtsilä Says Lead Times for Its Engines Continue to Increase, Given Strong Energy Order Intake
In its interim report release of October 27, 2026, Wärtsilä says that lead times for its engines continue to increase, given strong Energy order intake, and reports an order to supply an onsite power solution for a data center project in the United States.
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Financing and contracts Power contracts
Equipment Ordered, Offtake Intended: BKV's Contract and Its Hyperscaler Backstop
A BKV subsidiary has executed a contract for natural gas-fired power generation equipment for a prospective project in Texas, and a hyperscaler the release calls the intended off-taker has agreed to reimburse a portion of the costs. If BKV and the hyperscaler have not reached mutually agreeable offtake arrangements by March 31, 2027, BKV may terminate the contract.
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Design and construction Construction and operations
Crews, Metal and Power: Data Centers in the Federal Reserve's Beige Book of August 2026
The Federal Reserve's Beige Book of August 2026 mentions data centers in several districts' reports, in construction, labor, materials and power. It summarizes what contacts outside the Federal Reserve System told the reserve banks, and says it "is not a commentary on the views of Federal Reserve officials."
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Behind the meter Turbines and engines
Slots, Orders and a Plan for Output: GE Vernova's Gas Turbine Numbers for the Second Quarter of 2026
GE Vernova's results release of July 22, 2026 says its gas power equipment backlog and slot reservation agreements grew within the quarter, and that it anticipates more by year-end. It also gives figures for annual gas turbine output in the third quarter of 2026, in 2028 and in 2030.
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Behind the meter Turbines and engines
Record Orders and Longer Equipment Delivery Times: Wärtsilä's Half-Year Report for January to June 2026
Wärtsilä's release of July 21, 2026 says Energy order intake passed its previous all-time high, largely as a result of firm data center-related orders across two projects and of balancing orders. Its chief executive also says equipment delivery times continued to increase.
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Behind the meter Turbines and engines
Difficult to Answer With a Standard Lead Time: Mitsubishi Heavy Industries' Q&A Summary for Q1 FY2025 on Gas Turbines
In its own summary of the questions and answers at its briefing of August 5, 2025, Mitsubishi Heavy Industries said lead time for large-frame gas turbines varies by project, and that many of the projects asked about will begin commercial operation between FY2028 and FY2030. It also gave its plan to increase production capacity.
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Behind the meter Turbines and engines
Hardly Any New Gas Capacity in 2024, and a Plan for More: EIA on Combined-Cycle Plants Through 2028
Hardly any new natural gas capacity came online in the United States in 2024, a June 2025 note from the U.S. Energy Information Administration says. Developers plan more combined-cycle capacity through 2028, and the note says how much of that plan is already under construction.
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Evidence of Utility Partnerships for Power Enablement: OpenAI's Request for Site Proposals of January 2025
OpenAI's request for proposals of January 30, 2025, made on behalf of Stargate, sought "Site (land and power) proposals" for large AI data centers, and set out what a proposal should show about its power, including a "Clear power ramp and max power availability" and "Evidence of utility partnerships for power enablement, both as a power supplier and as an interconnect partner."
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Grid interconnection Grid constraints
An Exceptionally Long Wait: The Energy Department's Report on Large Power Transformers
A July 2024 report to Congress from the U.S. Department of Energy says the wait for a large power transformer has "become exceptionally long." It sets out what stands between an order and delivery, from a factory's build slots to the rail route.
