Aug. 2 at 12:51 PM
$VG Iran’s Proven Energy Retaliation Playbook Has Cost
$58B: Power Grid Strikes Risk Round Two
LNG production depends on massive industrial refrigeration units called "trains"... The main refrigeration compressors inside each train are driven by large-frame gas turbines. Those turbines are manufactured by exactly three original equipment manufacturers (OEMs) worldwide. All three entered 2026 carrying production backlogs of two to four years, driven by demand from data center electrification and the ongoing retirement of coal-fired power plants in Europe and Asia.
The consequence is structural: "The Gulf region's recovery will be defined less by financial capital and more by structural constraints," Audun Martinsen, head of supply chain research at Rystad Energy, said in the consultancy's assessment. "While some assets may be restored within months, others could remain offline for years."
https://www.techtimes.com/articles/322622/20260801/irans-proven-energy-retaliation-playbook-has-cost-58b-power-grid-strikes-risk-round-two.htm
