“To meet this demand... we are targeting 24 GW of annual gas turbine output in 2028, and we are implementing actions to produce 30 GW in 2030 — largely within the existing factory footprint.”

The 30 GW-by-2030 capacity plan is a step up from the previously communicated 24 GW ceiling; at least one sell-side analyst has said 'the jury's out' on whether it can be executed capital-efficiently.