GT GTLS Chart Industries, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Alliant signed an agreement for an up-to-1.1GW simple cycle gas turbine, far exceeding the initial 370MW data center load, suggesting an aggressive build for future load or MISO accreditation requirements. — Indicates strong demand for grid-scale turbines in the US Midwest, a positive signal for turbine manufacturers.

GTLS 롱: Chart Industries가 데이터센터 전력 및 미드스트림 인프라를 위한 가스 장비 수요 증가의 수혜.

Baker Hughes' NOVA LT gas turbine capacity is effectively sold out through 2028 despite a planned doubling by early 2027, indicating severe supply tightness in behind-the-meter power generation. — The turbine supply bottleneck is shifting to electrical and grid balance equipment, which supports pricing power for Baker Hughes and highlights the criticality of the Chart acquisition to add thermal management capacity.