Hardware Podcasts

The gas turbine crunch

Catalyst · 26 Dec 2025 · 38m

What this episode covers

Anthony Brough, founder and CEO of Dora Partners, explains that gas turbine lead times have stretched to 36-48 months due to a supply crunch driven by data center demand, coal retirements, and aerospace competition. He notes that while OEMs like GE Vernova, Siemens, and Mitsubishi Heavy Industries are investing in capacity, raw material costs and competing industries are keeping prices up 30-35%. Brough highlights that efficiency improvements are gradual, reaching 62%, while hydrogen readiness remains a long-term challenge due to fuel availability.

Most relevant to

established companies

Topics

Mentioned

Companies
Dora Partners, GE Vernova, Siemens, Mitsubishi Heavy Industries, Solar Turbines, Caterpillar, Enron, NextEra, Chevron, EnergyHub

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