# The gas turbine crunch

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-12-26
- Length: 38m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch

## Summary

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.

## Chapters

- [1:03](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=63) Introduction: Anthony Brough and Dora Partners
- [4:28](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=268) Historical Boom-Bust Cycles and Enron's Artificial Demand
- [11:34](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=694) The Four-Level Gas Turbine Supply Chain and Aerospace Competition
- [19:50](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=1190) Rising Costs, Raw Materials, and Tariffs
- [23:21](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=1401) Five Market Drivers: Storage, Retirements, Renewables, and Data Centers
- [35:49](https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-the-gas-turbine-crunch#t=2149) Efficiency Gains and the Hydrogen Challenge

## Topics

- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

established companies

## Mentioned

- Dora Partners (company)
- GE Vernova (company)
- Siemens (company)
- Mitsubishi Heavy Industries (company)
- Solar Turbines (company)
- Caterpillar (company)
- Enron (company)
- NextEra (company)
- Chevron (company)
- EnergyHub (company)

## Related episodes from other shows

- [AM in Turbomachinery: Deep dive in Applications, Materials, Production & Qualification](https://hardwarepodcasts.com/podcast/additive-snack/2025-12-09-am-in-turbomachinery-deep-dive-in-applications-materials-production-qualificatio) (Additive Snack)
- [EP 138: Talking GPU Depreciation, OCP Takeaways](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-20-ep-138-talking-gpu-depreciation-ocp-takeaways) (The Circuit)
- [The PCB Supply Chain Squeeze - A C-Level Special with Confidee's Raymond Goh and TLT's Vytautas Ilgunas](https://hardwarepodcasts.com/podcast/ems-c-level/2026-07-13-the-pcb-supply-chain-squeeze-a-c-level-special-with-confidees-raymond-goh-and-tl) (EMS@C-LEVEL)
- [The Future of Energy - Part 1: Gas Turbines and Hydrogen](https://hardwarepodcasts.com/podcast/additive-snack/2022-08-30-the-future-of-energy-part-1-gas-turbines-and-hydrogen) (Additive Snack)
- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2025-12-26-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.