14-year turbine lead times are pausing mega-projects
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“The lead time for a turbine today is 14 years. The lead time for a transformer is 4 years… They paused the build-out because they can’t get transformers.” — 00:27:49
Context: On why LNG-powered data-center build-outs (including the OpenAI/SoftBank “Stargate”-style half-trillion-dollar project) stall; frames the energy crunch he testified to Congress about.