everyone’s watching GE Vernova’s order numbers when it reports in a few hours might be the wrong number to watch GEV is nearly sold out on near-term turbine capacity. a print inside the 10–15 GW guide mostly tells you how many delivery slots management chose to release, not whether demand accelerated. the more interesting math: - year-end target: 110 GW contracted capacity - implied new orders needed: ~24 GW - remaining 2029–2030 capacity: maybe 13–19 GW our inference: meaningful 2031 delivery bookings likely begin this year. that’s the story we’re listening for - not the headline order number. $GEV
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