Hello Mr Grok....
Is there currently a seven year backlog for orders of gas turbines?
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Hello!
Yes, as of late 2025, there is indeed a backlog for gas turbine orders that can stretch up to seven years (or even longer for certain models and manufacturers), driven by surging global demand from data centers, AI infrastructure, electrification, and industrial growth.
This has created significant supply constraints, with major manufacturers like GE Vernova, Siemens Energy, and Mitsubishi Power reporting record-high order backlogs and extended lead times.
Key Details on the Backlog
- Wait Times: Delivery timelines for large gas turbines (e.g., advanced-class models like GE's 7HA or Siemens' HL-class) are quoted at 5–7 years for new orders placed today, with some extending to 2028–2030 or beyond.
utilitydive.com +3
Smaller or aeroderivative turbines may have shorter waits (1–2 years), but overall, the industry is advising developers to plan 7–8 years ahead to secure slots.
ctvc.co +2
- Backlog Sizes:
- GE Vernova: ~55 GW in equipment backlog and reservations (as of mid-2025), expected to hit 60 GW by year-end.
publicpower.org +1
- Siemens Energy: €136 billion total order backlog (as of Q3 2025), with gas turbines making up a large portion (e.g., 14 GW ordered in the first half alone, 65% for data centers).
energyconnects.com +1
- Mitsubishi Power: Orders placed now won't deliver until 2028–2030; planning to double manufacturing capacity over the next two years but still facing persistent delays.
utilitydive.com +1
- Drivers: Demand has exploded, with global orders hitting ~80 GW in 2024 (vs. ~30 GW production capacity among top makers) and projected to exceed 100 GW annually by 2027.
ieefa.org
U.S. utilities alone plan ~19 GW of new gas capacity per year through 2030, but supply chain issues, labor shortages, and inflation have doubled costs in some cases.
spglobal.com +1
- Impacts: This is leading to project cancellations (e.g., Engie in Texas), cost overruns, and a push toward alternatives like renewables or extended use of existing assets.
publicpower.org +1
Manufacturers are expanding (e.g., GE investing $41M in U.S. facilities), but experts say wait times won't "drastically reduce" soon.
utilitydive.com +1
If you're inquiring about a specific region, manufacturer, or project, I can dig deeper! |
