Energy consultant Tony Brough discusses the unprecedented surge in data center development and electrical load requirements.
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“There's like 1400 New data centers planned in the United States alone. And over a thousand of those are all large scale.”
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More from Tony Brough
PredictionNot 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 BroughJun 5, 2025▶ 20:45The gas turbine crunch
AssertionSupported
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 BroughJun 5, 2025▶ 9:43The gas turbine crunch
AssertionSupported
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 BroughJun 5, 2025▶ 19:03The gas turbine crunch
AssertionSupported
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 BroughJun 5, 2025▶ 21:42The gas turbine crunch
PredictionNot 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 BroughJun 5, 2025▶ 37:35The 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 BroughJun 5, 2025▶ 7:17The gas turbine crunch
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