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GE Vernova’s gas turbine backlog reached about 100 GW as of April 23, 2026; CEO…
Brief
Utility Dive's April 23, 2026 Daily Dive newsletter aggregates industry moves: GE Vernova reported a roughly 100 GW gas-turbine backlog and said dollar-per-kW turbine pricing should accelerate in Q2, alongside large upticks in grid and wind equipment orders — a dynamic underscored by BNEF reporting a 66% surge in gas plant build costs. CenterPoint Energy told investors it will energize about 8 GW of hyperscaler data center load by 2029, citing Houston’s emergence as a preferred market. PJM’s market monitor opposed FERC waivers tied to Constellation’s Three Mile Island restart (needed to immediately deliver output), noting Constellation already has a 20-year contract to sell all attributes to Microsoft. Operational relief efforts include a planned 50-MW distributed battery for Guadalupe Valley Electric Cooperative; manufacturers warn transformer backlogs now run a year or more.
Why it matters
GE Vernova’s gas turbine backlog reached about 100 GW as of April 23, 2026; CEO Scott Strazik said turbine dollar-per-kilowatt pricing should be “very healthy” in Q2 and the company also reported big order increases for grid and wind equipment.
Key details
- CenterPoint Energy plans to energize roughly 8 GW of data center load by 2029; CEO Jason Wells told investors on the company’s Q1 earnings call that Houston is now “firmly established” for hyperscalers.
- PJM’s market monitor opposed FERC waivers requested for Constellation’s Three Mile Island restart needed to fully deliver output when the unit returns (possibly in 2027); Constellation has a 20-year agreement to sell the plant’s energy, capacity and clean attributes to Microsoft for data center supply.
- A 50-MW distributed battery deployment via a Base Power partnership aims to reduce price spikes and peak loads for Guadalupe Valley Electric Cooperative in South Texas; meanwhile NEMA warns distribution transformer backlogs are running a year or more amid equipment shortages.