GEV

GE Vernova Inc

research_scan theme='fusion-energy'; value_chain_position='picks-and-shovels'; Heavy-duty gas-turbine and grid-equipment OEM whose 5+ year lead-time slots are the shared binding constraint behind PJM's second consecutive year at the FERC $329.17/MW-day cap. Fusion PPA build-out expands the addressable slot demand at Layer 5 grid-interconnection kit regardless of generation modality.