The gas turbine crunch

In this episode of Catalyst, Shayle Kann interviews Tony Brough, president of DORA Partners, about the gas turbine market. They discuss the history of boom and bust cycles in the industry, the impact of deregulation and events like Enron on market dynamics, and the current state of demand driven by factors like data centers and grid reliability needs. The conversation covers the gas turbine supply chain, the influence of the oil and gas and aerospace industries, and the factors affecting timelines and pricing. They also explore the impact of grid-scale battery storage, coal plant retirements, and renewable energy expansion on the demand for different sizes of gas turbines, as well as technological innovations like efficiency improvements and hydrogen combustion systems.