Catalyst with Shayle Kann

The gas turbine crunch


Listen Later

Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers. In Texas, one of six projects that pulled proposals from consideration for a valuable financing program 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 executive editor.

    Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude.


    Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Catalyst with Shayle KannBy Latitude Media

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    248 ratings


    More shows like Catalyst with Shayle Kann

    View all
    Energy Gang by Wood Mackenzie

    Energy Gang

    1,251 Listeners

    Columbia Energy Exchange by Columbia University

    Columbia Energy Exchange

    391 Listeners

    Currents by Norton Rose Fulbright

    Currents

    123 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    503 Listeners

    Redefining Energy by Laurent Segalen and Gerard Reid

    Redefining Energy

    129 Listeners

    Inevitable by an MCJ podcast

    Inevitable

    168 Listeners

    Switched On by Bloomberg

    Switched On

    98 Listeners

    POLITICO Energy by POLITICO

    POLITICO Energy

    138 Listeners

    Climate Rising by Harvard Business School Business & Environment Initiative

    Climate Rising

    75 Listeners

    Cleaning Up: Leadership in an Age of Climate Change by Michael Liebreich, Bryony Worthington

    Cleaning Up: Leadership in an Age of Climate Change

    77 Listeners

    Volts by David Roberts

    Volts

    591 Listeners

    The Green Blueprint by Latitude Media

    The Green Blueprint

    207 Listeners

    Zero: The Climate Race by Bloomberg

    Zero: The Climate Race

    198 Listeners

    The Latitude by Latitude Media

    The Latitude

    124 Listeners

    Hot Buttons by Latitude Media

    Hot Buttons

    71 Listeners

    With Great Power by GridX and Latitude Studios

    With Great Power

    81 Listeners

    Shift Key with Robinson Meyer and Jesse Jenkins by Heatmap News

    Shift Key with Robinson Meyer and Jesse Jenkins

    93 Listeners

    Open Circuit by Latitude Media

    Open Circuit

    141 Listeners