“I expect gas turbine reservations to be sold out through 2030 by the end of 2026.”
Said Dec 9, 2025Deadline Dec 31, 2026GE Vernova 2025 Investor Update / Utility Dive, December 11, 2025
Tracking ahead so far: on the Q2 2026 call (July 22, 2026) Strazik said most 2030 slots were already sold and that more than half of 2031 slots should be under contract by year-end 2026.