Natural gas-fired generation

Gas turbine OEMs are sold out for years ahead and demand slot deposits up front, letting two firms ration how fast new gas capacity can appear.

Gas-fuelled power generation technologies and their OEM, MRO, fuel-supply and balance-of-plant chains, both grid-connected and behind-the-meter. Gas turbine OEMs exercise pricing power through 5-7 year lead times and 20% slot reservation deposits; EPC margins compressed by cost inflation.

What the evidence shows

Lead times for new gas turbines are somewhere on the order of five years-plus.

Surging demand for gas-fired turbines has led to higher costs and longer lead times.

RESCORED JUL 2026consolidatedscaling222 companies

Who controls it

GE VernovaSiemens EnergySolar Turbines+219 more tracked

$50B market · 20245.6% CAGRsource

Where it sits in the stack

Takes in: Natural gas (pipeline or LNG satellite), capital, engineering services

Sends on: Dispatchable electricity; process steam (CCGT CHP configurations)

depends onNatural gas and LNG as energy feedstock Industrial metals

feeds intoTransmission, grid and interconnection On-site and behind-the-meter generation plant Gas gensets and reciprocating-engine plant On-site solar plus storage and microgrid controls Technical due diligence advisory

Related nodes

Nuclear generation Solar PV (utility-scale)Onshore wind Offshore wind Geothermal generation Hydropower and pumped hydro storage

Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.

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