中规模发电机制造浪潮到来:电力瓶颈将缓解(英)-40页.docxVIP

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中规模发电机制造浪潮到来:电力瓶颈将缓解(英)-40页.docx

GlobalCapitalGoods

PoweringAl:Thecomingwaveofmid-scalegenerator

manufacturingcapacityGwhythepowerbottleneckwillease

Thisnotequantifiesthesupply/demandbalanceofthemid-scalepowergenerationindustrythrough2030.Wedevelopedacompany-by-companycapacitymodelforlargereciprocatingenginesandindustrial/aeroderivativeturbinescoveringstandbyprimepowerapplicationsfordatacentersandbeyond.ForExcelaccess,contactyourBernsteinsalesperson.

Themid-scalepowergenerationindustryismovingfromshortagetosurplus.

Assumingallannouncedcapacityexpansion

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