Gas demand creates turbine backlog and GOP dilemma

5 comments

1. Paywall

2. Renewables – especially solar – have a superpower: You can build them really fast. That’s a killer app from the business point of view

3. I cannot run a turbine at my house for electricity. However I can install solar and use it to my advantage. Seems like an advantage for the average American. Why would you not want to invest in this technology as a country?

4. Yeah, all 3 of the big CTG OEMs have told us that if we ordered units right now they couldn’t be delivered until late 2029. That means plant operation in 2031 at the very earliest. And that’s just gas turbines, nevermind steamers, HRSGs, balance of plant. Same goes for availability of EPCs and craft labor. We’d likely be into Trump’s 4th term before any gas combined cycle plant project initiated today could go commercial. Unless of course there’s a massive recession in the near future.

5. I hope they just open it up to smaller systems that can be deployed in the field.
   They are just slightly less efficient but can be deployed in months, not years.
   There is no need to run pipelines to the more remote locations, and there are already power lines available.
   I don’t remember the reason the government blocked them from selling power to the grid, but it’s been fun watching the work arounds.

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