CatalystMacro

Caterpillar's Power Generation Backlog Just Hit $72 Billion. The Construction Cycle Barely Matters Anymore.

Backlog surge to $72B signals demand decoupling from construction cycle.

What changed

Backlog surge to $72B signals demand decoupling from construction cycle.

Why it matters

Backlog surge to $72B signals demand decoupling from construction cycle. — impact context not separately stored; see What changed.

Sources