Hardware Podcasts

The gas turbine crunch

Catalyst · 5 Jun 2025 · 39m

What this episode covers

Anthony Brough, president of Dora Partners, explains the current bottleneck in the gas turbine market, where lead times have stretched to 36-48 months and costs have risen 30-35% due to supply chain constraints shared with the aerospace and oil & gas industries. He contrasts the current 'guarded optimism' with previous boom-bust cycles driven by Enron and deregulation, noting that today's demand is supported by five distinct drivers: data center growth, coal retirements, renewable expansion, grid-scale storage, and affordable natural gas. Brough details how these drivers affect different turbine sizes, from mobile units bridging power gaps to 'jumbo' units replacing coal plants, and discusses technological shifts toward higher efficiency and hydrogen compatibility.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Dora Partners, Mitsubishi Heavy Industries, Siemens, GE Vernova, Solar Turbines, Caterpillar, Enron, Southern Electric, Chevron, Engine Number One, NextEra, EnergyHub, Anza

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