GE Vernova Is Turning Energy Uncertainty Into a Business Advantage

Bogdan Hofbauer

To understand the future of the energy economy, take a look at GE Vernova. The company’s equipment provides a quarter of the world’s electricity today, and its stock has taken off alongside growing power demand globally. On paper, the company is an old-school industrial firm. In the stock market, it trades like a high-growth technology company. On the surface, that success appears to be largely from the growing demand for the company’s gas turbine business. But, just like the wider changes

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