October 30, 2025
GE Vernova secured another 1.2GW of CCGT demand in Indiana. A key customer for Primoris cancels a $300mm BESS facility, possibly over NIMBY opposition. GEV ($575.14, BUY) – GEV inks 1.2GW CCGT in Indiana (link)GE…
October 21, 2025
We spoke with the head of business development at a leading gas power E&C. Pricing trends continue to inflate sequentially with even brownfield work seeing inflation. We also dissect exactly how staffing expansion happened at…
October 17, 2025
Major transmission OEM announces large hiring plans. South Korean gas turbine secures first U.S. order. Major RTO receives FERC approval to consider BTM generation in approving transmission offtakes. PRIM ($138.82, BUY) – Hitachi to hire…
October 8, 2025
Secretary of Energy stresses need for collocated power in media appearance. A Vertiv rival held a launch event reintroducing an expanded liquid cooling suite for AI / HPC applications. Vertiv announces the impending appointment of…
October 3, 2025
Fermi S-11 sets extremely ambitious timeline for gas & nuclear generation deployments, discloses possible PRIM involvement. Xcel Energy has purchased 2GW in gas generation from GEV competitor Siemens Energy to serve load growth in TX,…
September 22, 2025
We initiate coverage on solar & gas generation E&Cs Primoris (PRIM $121.94, BUY) and Argan (AGX $259.58, HOLD) at a time when E&Cs are seeing unprecedented pricing power. The conversation is shifting now from if…