Browsing Tag
GE Vernova
52 posts
GE Vernova (NYSE: GEV) bets $9bn on Trench. Can the returns justify it?
GE Vernova is buying high-voltage equipment specialist Trench Group for US$9 billion while reporting record orders and upgrading its cash-flow guidance. But the acquisition price represents 13 times projected 2028 adjusted EBITDA, raising an important question about how much of the electricity infrastructure boom is already reflected in the deal.
Is the power bottleneck shifting from generation to transformers and switchgear?
Hitachi Energy, Siemens Energy, Hammond Power Solutions, GE Vernova and Schneider Electric are expanding or redesigning critical grid equipment as transformer and switchgear availability emerges as a constraint on data centers, electrification and power projects.
Venture Global unveils potential $17.2bn power equipment programme for LNG and AI data centres
Venture Global's agreements with GE Vernova and Baker Hughes create a framework for up to 16 gas-fired power islands, potentially supporting LNG expansion and data-centre development, but most equipment orders remain conditional on future commercial decisions.
Baker Hughes targets years of turbine orders as Venture Global plans more than 10 GW of new power
Baker Hughes could supply equipment for up to 16 new Venture Global power islands. See how the deal could extend its energy backlog through 2034.
GE Vernova (NYSE: GEV) adds Asia energy deals as valuation debate intensifies
GE Vernova has disclosed a 29.4 MW Japanese wind order alongside new Southeast Asian gas and services agreements, highlighting operating momentum even as Wall Street debates whether the stock’s valuation has moved too far ahead of earnings.
Form Energy secures $750m as 80 GWh backlog pushes iron-air batteries into AI grid infrastructure
Form Energy has secured $750 million after its commercial backlog expanded from about 20 GWh to 80 GWh. The funding gives its 100-hour iron-air battery a pathway toward industrial scale, but manufacturing execution must now catch up with demand from Google, Xcel Energy, Crusoe and utility customers.
AI in power grids: How utilities are learning to find failures before the lights go out
Utilities are combining artificial intelligence with smart meters, drones, cameras, sensors and digital asset models to identify overloaded or deteriorating grid equipment before it causes outages. UK Power Networks, E.ON, Enel, Pacific Gas and Electric Company and National Grid are already deploying or developing different forms of predictive grid intelligence, but imperfect data, cybersecurity, ageing infrastructure and the consequences of incorrect predictions mean human engineering judgement remains central.
Blue Energy secures Constellation investment to push shipyard-built nuclear toward project finance
Constellation Technology Ventures backs Blue Energy's shipyard-built nuclear model, with Texas site works targeted for 2026 and a final decision in 2027.
Powerica (NSE: POWERICA) wins 100MW SECI wind bid as renewable expansion accelerates
Powerica has secured preferred-bidder status for another 100MW wind project days after a 50MW Gujarat win, potentially expanding its operating wind capacity by more than 45%.
National Grid shares fall as $1.75bn Joulent bet targets AI data centre power boom
National Grid is moving beyond conventional regulated networks with a $1.75 billion investment in Joulent, but the higher-return strategy introduces construction, technology, carbon and balance-sheet risks.