Power: Gas Turbines Supply Chain Great article by @pequityresearch breaking down how a gas power plant works and possible bottleneck components. Natural gas is cheap but the infrastructure to convert natural gas to reliable power is not. Natural gas will be a large part of the grid and major power supply for BTM Datacenters 1. Gas Turbines themselves made only by $GEV, Mitsubishi, and Siemens. There are not just metal blades but alot of material science in superalloy metallurgy to endure high temperatures, pressure, centrifugal force, and combustion oscillations. Each turbine can cost 250m+ (1). 2. Large Power Transformers - these have long lead times because are are made custom for each site design. 3. GSU (generator step up) transformers have long lead time to connect generation to t
在 X 查看 ↗