KM KMT 로딩 중... : 애널리스트의 강세 및 약세 의견

While the total PJM capacity upgrade opportunity is up to 2GW, the incremental 1GW comes from more traditional natural gas upgrades, not just CT-to-CCGT conversions, indicating a wider opportunity set in the market. — Each upgrade (turbine conversion vs. gas path) has different capex and OEM implications. Additional traditional upgrades could drive higher demand for gas turbine parts and services from vendors beyond just full-turbine OEMs.