Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement constraints” as the reasons for its withdrawal.
Lead times are stretching to four years and sometimes more. Costs are climbing. So what’s behind the bottleneck?
In this episode, Shayle talks to Anthony Brough, founder and CEO of Dora Partners, a consulting firm focused on the turbine market. Shayle and Anthony cover topics like:
Why previous boom-bust cycles in turbine manufacturing have left the industry skittish — and why Anthony says leaders are approaching this new peak with “guarded optimism”
The competing demands on the turbine supply chain, including from power, oil and gas, and aerospace industries
How lead times have ballooned to four years and, in some cases, even longer
Factors affecting the market beyond load growth, like renewables, storage, affordable gas, and coal retirements
How investment in tech innovation has raised turbine efficiency
How the industry is preparing for hydrogen — if hydrogen scales up
Resources:
Latitude Media: Engie’s pulled project highlights the worsening economics of gas
Latitude Media: High costs, delays prompt withdrawal of five more Texas gas plants
Power Magazine: Gas Power's Boom Sparks a Turbine Supply Crunch
Marketplace: Will we have enough natural gas turbines to power AI data centers?
CTVC: 🌎 Gas turbine gridlock #236
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
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