# The gas turbine crunch

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-06-05
- Length: 39m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch

## Summary

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.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=8) Introduction and Market Overview
- [3:33](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=213) History of Gas Turbine Boom-Bust Cycles
- [10:39](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=639) Supply Chain Constraints and Competing Industries
- [13:48](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=828) Oil and Gas Investment Dynamics
- [18:54](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=1134) Lead Times, Pricing, and Raw Materials
- [22:26](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=1346) Five Market Drivers and Turbine Sizes
- [28:22](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=1702) Data Center Demand and Mobile Power
- [34:54](https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch#t=2094) Technological Innovation: Efficiency and Hydrogen

## Topics

- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Validation & product-market fit](https://hardwarepodcasts.com/topic/validation-and-product-market-fit)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)

## Most relevant to

companies scaling up

## Mentioned

- Dora Partners (company)
- Mitsubishi Heavy Industries (company)
- Siemens (company)
- GE Vernova (company)
- Solar Turbines (company)
- Caterpillar (company)
- Enron (company)
- Southern Electric (company)
- Chevron (company)
- Engine Number One (company)
- NextEra (company)
- EnergyHub (company)
- Anza (company)

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## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2025-06-05-the-gas-turbine-crunch. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.