"One difficulty may be the wind side," says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston.

Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall.

When it comes to the impact of tariffs, Siemens Energy and its competitors sit in the same boat, with limited relative competitive impact, Voorberg notes.

Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference.

Energy Evolution has merged with Platts Future Energy, and episodes now regularly publish on Tuesdays.