Yahoo Finance | EN590 Commodities
EN590 Commodities GroupShipping / Logistics 2026-08-22T21:00:00+00:00
Order a heavy-duty gas turbine from GE Vernova today and it won't arrive until 2031. That's the company's actual production schedule, confirmed on its July 22 earnings call, and it's the fact sitting underneath every AI data center power plan announced in the last two years. It comes up far less often than the announcements do. Goldman Sachs put hard numbers on the demand side in May. U.S. data center power demandclimbs from 31 gigawatts in 2025 to 41 GW this year and 66 GW in 2027. Year-over-year capacity additions accelerate from 8.5 GW actually realized last year to 13.6 GW scheduled for 2026 and 36.3 GW scheduled for 2027. By then data centers would take 8.5% of total U.S. peak summer demand, up from 4.1% today. The equipment meant to generate that power is on a completely different cl
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.