Hardware Podcasts

The new landscape for gas turbines

Catalyst · 29 Oct 2026 · 31m

What this episode covers

Tony Brough, president of Dora Partners & Company, explains that major gas turbine OEMs GE Vernova, Mitsubishi, and Siemens are sold out past 2030, with backlogs exceeding 100 gigawatts and prices surging from $500/kW to nearly $2,500/kW. He categorizes the emerging ecosystem filling this void, including new turbine manufacturers like Boom Supersonic and Parallax, and companies like FTAI and Nova Power repurposing jet engines for stationary power. Brough argues that while these alternatives offer speed, they face significant technical hurdles and logistics nightmares compared to traditional large-scale turbines.

Most relevant to

large enterprises

Topics

Mentioned

Companies
GE Vernova, Mitsubishi, Siemens, Boom Supersonic, Parallax, FTAI, Nova Power, ProEnergy, Mainspring Energy, Bloom

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