Join Austin Wang at GLJ Research to discuss his Street-differentiated estimates on power generation E&Cs Primoris (PRIM, BUY) and Argan (AGX, HOLD), he’ll discuss:
· An E&C staffing crisis across both generation & T&D – and how it is affecting the AI / HPC electrification arms race
· Takeaways from channel checks with CCGT service providers and private E&Cs – understanding the true bottlenecks on growing capacity
·Contrasting bull / bear views on PRIM / AGX