Assertion Supported AI assessment confidence: 85% certainty 4/5 debate potential 2/5

Brough: Half of global gas turbine orders go to oil and gas

Tony Brough · The gas turbine crunch · Jun 5, 2025 · at 9:43

Energy consultant Tony Brough explains why global turbine supply chain constraints cannot be understood by looking solely at electric utility demand.

0:00 / 0:07exact quote · 7.7s

720p mp4 · rendered on demand · StarZero watermark

“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.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

Approximately half of all gas turbine orders globally are destined for the oil and gas market rather than the electric power utility sector.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

Industry market intelligence from McCoy Power Reports and Dora Partners confirms that while the electric power utility sector accounts for the vast majority of ordered megawatt (MW) capacity (roughly 80% to 85%), gas turbine unit orders are split much closer to evenly. Due to the high volume of smaller aeroderivative and light-industrial turbines deployed for pipeline compression, offshore platforms, and mechanical drive applications (such as units manufactured by Solar Turbines and Baker Hughes), the oil and gas sector accounts for approaching 50% of total unit orders globally.

McCoy Power Reports and Dora Partners market analyses document that the oil and gas sector historically and consistently represents approaching 50% of global gas turbine unit orders.
April 2025 reporting in Turbomachinery Magazine demonstrates that heavy-frame units for utilities and data centers dominate capacity (~80% of MW), while light-industrial and aeroderivative unit volumes for oil and gas and distributed power constitute the remainder of total machine counts.
Major OEMs (e.g., Solar Turbines, Baker Hughes) supply extensive unit volumes for mechanical drive and compression in the oil and gas sector, contrasting with lower unit count but higher MW utility installations.

Checked against

[1] turbomachinerymag.com [2] turbomachinerymag.com [3] dora-partners.com [4] scribd.com [5] mordorintelligence.com [6] turbomachinerymag.com [7] spglobal.com [8] arabnews.com

"Dora Partners" "oil and gas" "electric power utility" "units" OR "market share" "oil and gas" share of "gas turbine" orders "units" "Tony Brough" "gas turbine" orders "oil and gas" "McCoy Power Reports" gas turbine orders oil and gas global gas turbine orders by application oil and gas electric power share

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

electric power utility market gas turbines oil and gas market

⚑ Spot an error? Report it

More from Tony Brough

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: 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

Brough: Half of global gas turbine orders go to oil and gas

More from Tony Brough

Turn any episode into a week of clips.