Tony Brough

President, Dora Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executiveengineeranalystfounderdora-partners.com ↗

He is a certified professional engineer and former executive with prior experience at GE, Rolls-Royce, DTE Energy, and Sundstrand Advanced Technology. At Dora Partners, he specializes in gas turbine analytics, publishing market forecasts and industry analyses such as the Annual Industrial Gas Turbine Outlook.

8statements → 6claims → 4claims resolved → 75%fully supported → 3.62/5average certainty → 2.25/5average debate potential → ≈4.5/5argument clarity, estimated →

3 supported 1 partly supported 0 contradicted 2 not checkable as stated how the 6 claims stand · each chip opens the sources

2 predictions · 4 assertions · 1 opinion · 1 insight · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 4 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tony argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Brough: Half of global gas turbine orders go to oil and gas
“About half of the gas turbines that's ordered in the marketplace aren't even for the electric power utility market. They're for the oil and gas market.”
Tony Brough Jun 5, 2025 ▶ 9:43 The gas turbine crunch

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
88% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tony Brough on measured tape to publish a rate. This says nothing about how they speak.

Everything Tony Brough said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Brough: Gas turbine lead times will not get much worse
“I actually don't think they're going to get much worse. I think all of the OEMs are, in fact, I know all the OEMs are working like crazy to try and shorten up their lead times, or at least make sure they don't get worse.”
Tony Brough Jun 5, 2025 ▶ 20:45 The gas turbine crunch
Assertion Supported
Brough: Half of global gas turbine orders go to oil and gas
“About half of the gas turbines that's ordered in the marketplace aren't even for the electric power utility market. They're for the oil and gas market.”
Tony Brough Jun 5, 2025 ▶ 9:43 The gas turbine crunch
Assertion Supported
Brough: Gas turbine prices have surged 30% to 35% over five years
“It's, but it's definitely up around 30 to 35% over the last five years. The price is definitely up. I track all of that very, very closely.”
Tony Brough Jun 5, 2025 ▶ 19:03 The gas turbine crunch
Assertion Supported
Brough: Average gas turbine procurement lead times now stretch to 48 months
“I would say between 36 and 48 months. I suppose there are some OEMs that are claiming up to 60 months, but I would say on average it's around the 48 month period.”
Tony Brough Jun 5, 2025 ▶ 21:42 The gas turbine crunch
Assertion Partly supported
Brough: Roughly 1,400 new data centers are planned across the US
“There's like 1400 New data centers planned in the United States alone. And over a thousand of those are all large scale.”
Tony Brough Jun 5, 2025 ▶ 31:02 The gas turbine crunch
Prediction Not checkable as stated
Brough: Hydrogen-fueled gas turbines will struggle due to fuel supply constraints
“So while they're all spending a lot of money, and their engineers are working very diligently and doing some fantastic development, I have some doubts as to where, whether the market will actually see a significant Increase in purchases of gas turbines that ac…”
Tony Brough Jun 5, 2025 ▶ 37:35 The gas turbine crunch
Opinion
Brough: Half of 1998-2001 gas turbine orders were artificial Enron-driven demand
“I would say at least half of the volume was artificial.”
Tony Brough Jun 5, 2025 ▶ 7:17 The gas turbine crunch
Insight
Brough: Oil and gas companies follow resilient seven-year investment cycles
“Most of the large oil and gas players have long-term thinking in mind. So they're making five, 10, seven, and ten-year strategy developments for strategy. Now, well, in any one year, they might Reduce their order activity because the oil and gas prices are dow…”
Tony Brough Jun 5, 2025 ▶ 13:52 The gas turbine crunch

Appearances (1)

EpisodeDateSpeaking time
The gas turbine crunch Jun 5, 2025 21m
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