The AI Race Sparks Unprecedented Demand for Gas Turbines
The global demand for gas turbines is surging due to the AI boom and data center expansion, creating a supply shortage.
Manufacturers are hesitant to fully address the shortage given past market volatility.
- China has received over 370 inquiries.
- ICIS argues that LNG is affected.
- Wood Mackenzie warns of rising demand.
There are not enough gas turbines being manufactured in the world right now.
Irina, a writer for Oilprice.com, notes that the AI race drives demand for electricity sharply higher.
Author's summary: AI boom causes gas turbine shortage.
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