100+ plants, nearly 2× operating capacity and roughly 4× capacity under construction since June: unit status and firm output turn a headline pipeline into a deliverable-power picture.
Thank you for turning the behind-the-meter list into a live tracker. What stays with us is the gap between announced megawatts and firm output once turbines, recip engines and air permits are counted separately. From what we can tell, an "equipment ordered" status between permitted and under construction would make that paper-versus-steel line easier to see. Grateful to be reading along.
One status I’d love to see between permitted and under construction: equipment ordered. A slot reservation and a firm order are different things, and the gap is large. At the end of June, GE Vernova’s gas book was 53 GW of firm orders against 63 GW of reservations. That split is a good way to tell which of these plants are still paper. The firm output column matters for the same reason. Williams needed thirty units to deliver 200 MW firm at Socrates South.
If under-construction capacity roughly quadrupled since June, which runs short first in your tracker: turbines, recip engines, or air permits? Are developers switching technology mid-project to get around equipment waits?
100+ plants, nearly 2× operating capacity and roughly 4× capacity under construction since June: unit status and firm output turn a headline pipeline into a deliverable-power picture.
Thank you for turning the behind-the-meter list into a live tracker. What stays with us is the gap between announced megawatts and firm output once turbines, recip engines and air permits are counted separately. From what we can tell, an "equipment ordered" status between permitted and under construction would make that paper-versus-steel line easier to see. Grateful to be reading along.
One status I’d love to see between permitted and under construction: equipment ordered. A slot reservation and a firm order are different things, and the gap is large. At the end of June, GE Vernova’s gas book was 53 GW of firm orders against 63 GW of reservations. That split is a good way to tell which of these plants are still paper. The firm output column matters for the same reason. Williams needed thirty units to deliver 200 MW firm at Socrates South.
If under-construction capacity roughly quadrupled since June, which runs short first in your tracker: turbines, recip engines, or air permits? Are developers switching technology mid-project to get around equipment waits?
Interesting points Michael. At this scale, behind-the-meter generation starts looking less like a workaround and more like a parallel power system.