Caterpillar

“Generators and electrical transmission switches are long lead time items right now. And those are hard to come by... those are the long poles usually.”

“Caterpillar... I think they're doubling their solar turbine capacity between now and the end of 29, which I would judge is just at the exact wrong time when people may be questioning whether they even want to deploy those assets. Because the gas is much more expensive than they planned.”