The gas turbine crunch

The gas turbine crunch

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(269)

Is now the time for DERs to scale?

Is now the time for DERs to scale?

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But...

13 Aug 42min

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity dem...

11 Aug 31min

The electrician shortage slowing the AI boom

The electrician shortage slowing the AI boom

The race to build AI infrastructure is often framed around the availability of power, chips, and capital. But another critical constraint is becoming impossible to ignore: skilled labor. In this epis...

6 Aug 34min

The commercial battery comeback

The commercial battery comeback

Commercial and industrial (C&I) battery storage has long been the missing middle of the energy storage market. It’s been too complex and expensive to scale like residential systems, but too small to ...

30 Jul 44min

The multi-billion dollar promise of vehicle-to-grid integration

The multi-billion dollar promise of vehicle-to-grid integration

Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kil...

23 Jul 34min

When will quantum computing have its breakout moment?

When will quantum computing have its breakout moment?

Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the g...

16 Jul 40min

Inside the AI power wars

Inside the AI power wars

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium,...

9 Jul 43min

Inside the most sophisticated plan for solar geoengineering

Inside the most sophisticated plan for solar geoengineering

One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutio...

1 Jul 37min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
lederpodden
rss-pa-konto
utbytte
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
liberal-halvtime
rss-markedspuls-2
pengesnakk
rss-politisk-preik
okonomiamatorene