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Five-Year Waits and Surging Costs Are Gripping Gas Turbine Markets
Key Takeaways
- Gas turbine lead times have stretched to five years or more as AI data center demand and coal retirements simultaneously strain supply
- Critical turbine components like high-temperature blades require specialized manufacturing that cannot be rapidly scaled regardless of capital availability
- Utilities that delay ordering risk not having capacity when needed; the EPRI recommends early, informed decisions over waiting for clearer demand signals
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DT Editorial Team··via utilitydive.com