ITM.L in “Gas Turbines Become the New Backlog”
ITM Power Plc
Electrolyzer orders remain vulnerable when customers can meet reliability requirements with established gas technology.
ITM.L impact map — “Gas Turbines Become the New Backlog”
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Sep 2, 2026 – Oct 19, 2026 · 34 sessions
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Full story
Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BEAR side — Electrolyzer orders remain vulnerable when customers can meet reliability requirements with established gas technology.
Read the full Gas Turbines Become the New Backlog story