Robert Bryce

Gas Turbine Shortage Threatens Big Tech’s Grid‑Independent Power Push

With electric grids across the country already under strain, Big Tech is racing to build and deploy power generation capacity that’s independent of the grid. Indeed, the push for behind-the-meter (BTM) generation was a major theme of the PowerGen conference in San Antonio last month. But as the race for generation capacity has tightened, so has the supply of gas-fired turbines, the workhorses that generate more than 40% of the juice produced in the US. Three companies dominate the gas turbine market — GE Vernova, Siemens, and Mitsubishi — and they haven’t been able to keep up with the surge in demand. Check out my latest on S*bst*ck: https://t.co/BmyGmqabYb