ET ETN Eaton Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков

Ameren expects to file CCNs for ~3 GW of new generation, including a 2.1 GW combined-cycle facility, by Q3 2026, consistent with prior IRP but implying continued gas-turbine demand. — Drives sustained demand for gas turbines and balance-of-plant equipment into the early 2030s.

Ameren's $31.8bn capex plan is heavily front-end loaded into generation investments (turbines for a 2.1GW CCGT are already secured), suggesting supply chain allocations are locked in now. — Securing turbine production slots years ahead of construction signals that the supply chain for gas turbines is tight and that equipment suppliers have pricing power, reflecting broader demand in the sector.