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13:30
Feb 10 ◎
Larry Larson WMB Q4 FY25 call
Williams is locking in large turbine orders, securing equipment capacity through the early 2030s for its ~6GW power backlog, with minimal exposure because orders are backed by customer commitments. — Williams is effectively pre-booking turbine capacity, potentially constraining availability for competitors and securing favorable pricing.
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About GE Analyst Coverage

Buzzberg tracks GE (General Electric Company) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Larry Larson.