ITM Power Plc in 1 story
The narratives ITM.L currently appears in, with its side and exposure in each.
Bull side
0 storiesNo bull-side stories for ITM.L yet.
Bear side
1 story- Gas Turbines Become the New Backlog
ITM.L 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.
Electrolyzer orders remain vulnerable when customers can meet reliability requirements with established gas technology.