INSIGHTS
Whitepaper: U.S. Energy: Gas Stampede Puts Spotlight on Turbine Supply Chain
Index
Summary
Unprecedented demand for new gas-fired power units is reshaping the U.S. energy landscape. Driven by AI-related data-center growth, energy-security priorities, and ongoing decarbonization goals, the market for 100-plus-megawatt turbines has nearly doubled in just a year. Mitsubishi Power and other leading manufacturers are ramping up production capacity to meet this surge while navigating critical supply-chain and workforce constraints. The trend underscores the essential role of advanced gas technology in bridging today’s energy reliability needs with tomorrow’s low-carbon future.
Key Points
• Rising Demand: Why U.S. gas turbine orders are surging to record levels and what’s driving the growth.
• AI & Data Centers: How hyperscale expansion is reshaping electricity needs and accelerating new capacity.
• Supply Chain Pressure: The challenges manufacturers face meeting demand amid parts and labor constraints.
• Path to Decarbonization: How gas technology, hydrogen blending, and carbon capture are powering a lower-carbon future.
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