GNRC in “Gas Turbines Become the New Backlog”
Generac Holdings Inc.
Generac offers natural-gas-fueled industrial generators and distributed-energy controls that can address behind-the-meter and backup-power demand.
GNRC impact map — “Gas Turbines Become the New Backlog”
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Aug 19, 2019 – Aug 18, 2020 · 253 sessions
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Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BULL side — Generac offers natural-gas-fueled industrial generators and distributed-energy controls that can address behind-the-meter and backup-power demand.
Read the full Gas Turbines Become the New Backlog storyBull side
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GNRC in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Generac offers natural-gas-fueled industrial generators and distributed-energy controls that can address behind-the-meter and backup-power demand.
- Cheap Batteries Move Profits Downstream
GNRC in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
Generac can source cheaper cells for residential and commercial storage products while benefiting from growing demand for backup power and distributed energy management.
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