As every first Saturday of each month, welcome to this month’s edition of the GasTurbineHub Newsletter!
In today’s newsletter:
📈 Gas Turbines in H2 2025 – Regional Momentum and OEM Strategies.
🏭 Gas Turbine New Installations – Latest updates on projects and deployments.
⚙️ Gas Turbine Technology Developments – Innovations driving efficiency and performance.
🔥 Hydrogen Gas Turbines – Advancements in hydrogen-powered solutions.
🌍 Carbon Capture and Sequestration Projects – Key progress in reducing emissions.
📅 2025 Events Calendar – Upcoming industry events and opportunities to connect.
Let’s jump right in!
The Global Gas Turbine Market Is Not Cooling Down. It’s Quietly Reconfiguring
As we cross into the second half of 2025, most analysts are still caught in the old binary: fossil vs. renewables, expansion vs. phase-out, east vs. west. But they’re missing the real signal.
The global gas turbine market is not in decline. It’s in realignment. And this time, the shift isn’t driven by fuel availability or technology. It’s being shaped by macroeconomic uncertainty, geopolitical fragmentation, and a new wave of sector-specific energy demand.
And yet, few outside the industry are paying attention.
While climate forums argue over decarbonisation timelines, major OEMs are repositioning themselves quietly — and fast. The results are not showing up in press releases. They’re showing up in procurement patterns, retrofit strategies, and regional investment flows.
Let’s take a closer look.
Regional Realities: Divergence, Not Convergence
Forget the global playbook. There isn’t one. The next wave of gas turbine activity is profoundly regional, opportunistic, and deeply tied to national priorities.
🇺🇸 United States: The Quiet Supercycle
Despite political volatility, the U.S. is seeing a silent supercycle in firm capacity development. OEM order books are swelling with:
-
Short-notice, hydrogen-ready units for industrial clusters
-
Peaker plants tied to AI/data centre growth
-
Emergency capacity to support renewables-heavy states like California and Texas
OEMs like GE Vernova and Siemens Energy aren’t chasing visibility — they’re chasing deployment speed. The U.S. market has become the testing ground for “invisible infrastructure”: fast, modular, permit-light, and AI-aligned.
🇨🇳 China: The Return of Energy Nationalism
China’s turbine market is moving inward. Even with a record pace of renewables deployment, the state is leaning heavily on GTs for grid stability in its coastal industrial provinces.
But here’s the key shift: domestic OEMs are taking over. Harbin and Dongfang are pushing indigenous models, while Western OEMs lose ground. For international players, the future is less about new orders — and more about service lifelines.
🇪🇺 Europe: Paralysis or Pivot?
Europe is caught in a policy paradox. Carbon pricing is rising. Hydrogen strategies are ambitious. Yet real-world turbine investment remains anaemic.
The reason? A cocktail of policy indecision, decentralised grid congestion, and a blind spot for firm capacity.
If Europe wants to maintain industrial competitiveness and grid resilience, it must move beyond rhetoric. Right now, the OEMs are watching — but not waiting.
Asia Pacific: Growth, Diversity, and Dual Strategies
Asia-Pacific leads in absolute gas turbine market value (~37% of global share).
-
Japan, South Korea, and Australia are investing in hydrogen co-firing and ammonia-capable GTs.
-
India and Southeast Asia are prioritising gas turbines as bridging technologies amid growing electricity demand.
-
China, while slower on hydrogen, continues investing in peaking and industrial GTs to support coal-to-gas switching in key provinces.
Countries like Japan, South Korea, and Saudi Arabia are investing in ammonia and hydrogen-ready gas turbines — not for domestic demand, but to secure export credibility in global hydrogen trade.
Middle East & Africa: Reliable Growth & Emerging Tech
In the Middle East:
-
State utilities and oil producers are investing in combined-cycle and hydrogen-ready plants, often in partnership with OEMs.
-
There is a push for export-aligned hydrogen infrastructure, which includes gas turbines as anchor technologies.
In Africa:
-
Smaller-scale deployments dominate, but financing constraints continue to challenge adoption beyond utility-scale procurement.
This is the birth of a gas turbine diplomacy, where OEMs become enablers of energy diplomacy deals, not just suppliers of hardware.
OEM Strategies: Quiet Moves, Big Implications
Despite rising energy demand, especially from data centres and industrial hubs, the global gas turbine manufacturing ceiling remains capped at roughly 400 to 450 large-frame gas turbines per year (Source: Power-Eng) — spread unevenly across a handful of players.
We are entering an era of exponential electricity demand with linear production capacity. That’s a strategic liability. This is not a commodity game anymore. It’s a prioritisation game. With steady manufacturing capacity and growing backlog, OEMs are choosing where — and with whom — they play. Mitsubishi Power Held the lead in 2023 with approximately 35% of global MW orders, driven by bold bets on hydrogen co-firing, ammonia capability, and Asia-Pacific industrial deployments. They’re not waiting for the world to go green — they’re designing for it, and ensuring they control both turbine supply and hydrogen narrative. GE Vernova GE Vernova isn’t playing the OEM game anymore. They’re building the backup system for the digital economy — modular gas turbines behind data centres, integrated service packages, and digital-twin optimised operations. Their focus is clear: flexibility, speed, and uptime — with capacity volume being scaled strategically, not indiscriminately Siemens Energy Despite financial turbulence, Siemens Energy is making disciplined moves in tough, policy-driven markets. Their focus? Hydrogen-capable retrofits, service-led projects, and deepening ties in Europe’s decarbonisation push. They’re not chasing scale — they’re playing the long game where regulation will force change. Ansaldo Energia A niche player with sharp positioning. Ansaldo is leaning into customised hydrogen-ready upgrades and complex European and Middle East deployments. They’re not chasing the volume game — They’re winning where others can’t even enter. The old cycle is dead. The gas turbine industry isn’t moving in waves — it’s reacting to sudden jolts of high-stakes demand from sectors that can’t afford to wait. There’s no room for passive strategies anymore. This is a knife-edge moment, and only those who align fast — and precisely — will win. Align with volatility: policies are fragmented, reactive, and inconsistent — and you still need to deliver. Align with the real demand: AI, chemicals, hydrogen, data infrastructure — these aren’t future markets. They’re urgent ones. Align with capital logic: investors want climate-aligned, firm, monetizable power — not narratives. Get it right, and you’re not just landing contracts — you’re securing strategic control of the future energy map. Looking Ahead: The future of gas turbines won’t be won by those asking if they’re still relevant — but by those bold enough to act while others hesitate. Demand is no longer theoretical; it’s clustered, urgent, and tied to systems that can’t afford failure. This is no longer about selling turbines — it’s about owning uptime, resilience, and strategic control. The only question left is: who’s moving fast enough to lead, and who’s already too late? Join the Conversation: Sign up for our newsletter to stay updated on developments in gas turbine technology and the energy sector. Gas Turbine New Installations Coal-to-gas transition: Powered by GE Vernova’s H-class equipment, first block of Hsinta power plant started to deliver 1.3 GW of electricity in Taiwan “Taiwan Power Co. inaugurated the first 1.3 GW unit of its Nanpu combined-cycle plant, featuring GE Vernova 7HA.03 gas turbines. The new block replaces aging coal units, lowering emissions while strengthening grid stability; two additional blocks are under construction.” TVA Adds 500 MW of Quick-Start Gas Turbines in Tennessee “The Tennessee Valley Authority installed ten new aeroderivative gas turbines (50 MW each) at its Johnsonville plant, delivering fast-ramp peaking power to meet record summer electricity demand.” Hydrogen Blend Breakthrough at Georgia Power Plant “A Mitsubishi M501GAC gas turbine at Plant McDonough (Georgia) successfully ran on a 50% hydrogen / 50% natural gas fuel mix – the world’s largest test of hydrogen co-firing in an advanced-class turbine – cutting CO₂ emissions by ~22% compared to full gas firing.” PROENERGY Awarded Contract to Build, Own, and Operate Fast-Start Power Facility in New Brunswick, Canada “NB Power selected PROENERGY to develop and operate a 400 MW “Renewable Integration & Grid Security” facility in Canada. The plant will use eight quick-start gas turbines to back up renewable energy and bolster grid reliability under a 25-year utility PPA.” SSE takes final investment decision on Platin Power Station supporting Ireland’s security of supply “A new 170 MW power station in County Meath, representing a capital investment of up to €300 million, will support a renewables-led energy system and is designed for future conversion to 100% hydrogen.” GE Vernova and Crusoe announce major 29-unit aeroderivative gas turbine deal to deliver power to AI data centers “GE Vernova and Crusoe agreed on a 29-unit LM2500XPRESS turbine deal (~1 GW) to power Crusoe’s AI data centers. These modular aeroderivative units provide flexible, low-emission on-site generation to support the surging energy needs of AI infrastructure.” Gas Turbine Technology and Market Developments E.ON and MM Neuss commission Europe’s first fully automated, large-scale CHP plant “The first combined heat and power (CHP) plant of this size in Europe to be fully automated and market-oriented, this facility features real-time networking for efficient and reliable energy supply to a cartonboard factory, supporting its goal of achieving climate neutrality by 2040. Utilizing state-of-the-art gas and steam power plant technology with a fuel utilization rate of up to 91 percent, the plant enables annual CO₂ savings of up to 22,000 tons and is designed for future conversion to hydrogen.“ Blueprint For A Future-Proof CHP Plant For The Energy Transition “Leipzig Süd (Germany) combined heat-and-power plant demonstrates how two SGT-800 gas turbines with heat storage can run efficiently today and be retrofitted for 100% hydrogen in the future.“ ArcLight Betting About $5 Billion on New Gas-Fired Power Plants “Private equity firm ArcLight Capital plans to build up to 20 GW of gas power capacity across the U.S. to serve surging data center loads. The company’s July announcement notes that AI-driven demand is straining grids, and fast-track gas turbine projects (alongside renewables) are seen as vital to ensure 24/7 power for tech and manufacturing growth.“ Source: Energy Connects (24 July, 2025) Calpine and CyrusOne Announce Thad Hill Energy Center Powered Land to Support Hyperscale Data Center Development in Texas “Calpine Corp. will supply power from its Bosque County gas-fired combined-cycle plant to a massive CyrusOne data center campus. The multi-year deal underscores growing electricity demand from data centers and positions gas turbines as critical providers of reliable, fast-ramping power for these energy-intensive facilities.“
Hydrogen Gas Turbines ‘Doing something more valuable with natural gas’: CPS Energy announces hydrogen pilot “San Antonio’s CPS Energy will deploy modular methane-pyrolysis units to convert natural gas into hydrogen on-site (500 kg H₂ per day). The hydrogen will be blended (<20%) at a gas turbine power plant, cutting CO₂ emissions and providing flexible generation as the utility pursues grid resiliency and decarbonization.” Source: Power-Eng (22 July, 2025) Swiss ClimateTech startup Crosstown raises €3.2 million to run gas turbines on renewable fuels “Baden-based Crosstown H2R AG closed a further €3.2 million in Seed funding to accelerate the deployment of Crosstown’s H2R Burner technology, which reportedly enables gas turbines to convert to zero-carbon operation and run on 100% renewable fuels like hydrogen.” Source: EU-Startups (4 July, 2025) Carbon Capture and Sequestration Projects Baker Hughes to Provide CO₂ Compressor Technology to Saipem for Eni’s Liverpool Bay Carbon Capture and Storage Project “Baker Hughes was contracted to supply three advanced CO₂ compressor train systems (with electric drives and gearboxes) for Eni’s Liverpool Bay CCS project in the UK, which will repurpose a gas processing facility into a CO₂ storage hub“ Source: Baker Hughes (1 July, 2025) MHI Awarded Contract for Basic Design of Japan’s Largest CO₂ Capture Plant at Hokkaido Electric Power’s Tomato-Atsuma Power Station “Investigation of the facility’s main equipment and specifications for capture of 5,200 tons of CO2 per day through MHI’s proprietary CO2 capture technology.“ Source: MHI (7 July, 2025) HA Users Group 2025 Annual Conference Combined Cycle/Steam Turbine/Generator/Power Plant Controls User Groups and Low Carbon Peer Group Conference GPPS Shanghai Technical Conference 2025 Gastech Exhibition and Conference 2025 ASME Gas Turbine India Conference 2025 Turbomachinery & Pump Symposia (TPS) 2025 Combustion Turbine Operations Technical Forum (CTOTF) 50th Anniversary Conference RoTIC (Rotating Machinery Technology & Innovation) Symposium 2025 Wärtsilä Users Group Annual Conference 2025 V94.3A Users Conference 2025 F9FA/FB, F6FA and 9HA Users Conference 2025 ETN Global 12th International Gas Turbine Conference (IGTC 2025) 5th European Micro Gas Turbine Forum (EMGTF 2025) SGT-A35 (Industrial RB211) User Group Meeting 2025
What It Means for the Industry
Miss the turn, and you’re irrelevant by 2027.
The Latest News in a Snapshot
Source: GE Vernova (7 July, 2025)
Source: Power Eng (9 July, 2025)
Source: Cobb Courier (13 July, 2025)
Source: PROENERGY (14 July, 2025)
Source: SSE (17 July, 2025)
Source: GE Vernova (22 July, 2025)
Source: E.ON (1 July, 2025)
Source: Gas Turbine World (1 July, 2025)
Source: Calpine (30 July, 2025)
Gas Turbine Related Events Happening in 2025
Date: August 4-8, 2025
Location: Greenville, South Carolina, USA (In-person)
Organizer: HA Users Group
Website: powerusers.org
Key Topics: 7HA, 9HA.
Date: August 25-28, 2025
Location: Shanghai, D.C., USA (In-person)
Organizer: Steering Committees of each User Group
Website: powerusers.org
Date: September 4-6, 2025
Location: Shanghai, China (In-person)
Organizer: GPPS
Website: https://gpps.global/gpps-shanghai25/
Date: September 9-12, 2025
Location: Milan, Italy (In-person)
Organizer: Gastech
Website: https://www.gastechevent.com
Date: September 10-13, 2025
Location: Hyderabad, India (In-person)
Organizer: ASME
Website: https://www.asme-india.org/tec/gas-turbine-gt
Date: September 16-18, 2025
Location: Houston, Texas (In-person)
Organizer: TPS
Website: https://tps.tamu.edu
Date: September 21–25, 2025
Location: La Quinta Resort & Club, Palm Springs, California (In-person)
Organizer: CTOTF
Website: https://ctotf.org/home
Date: September 22-24, 2025
Location: Dubai, United Arab Emirates (In-person)
Organizer: Aldrich International
Website: roticsymposium.com
Date: September 29 – October 2, 2025
Location: Silver Legacy Resort, Reno, Nevada (In-person)
Organizer: Power Users
Website: https://www.powerusers.org/
Date: October 6–9, 2025
Location: Dubai, UAE (In-person)
Organizer: GTUsers
Website: https://ssl.gtusers.com
Date: October 13–16, 2025
Location: Bucharest, Romania (In-person)
Organizer: GTUsers
Website: https://ssl.gtusers.com
Date: October 14–15, 2025
Location: Tangla Hotel, Brussels, Belgium (In-person)
Organizer: ETN Global
Website: https://etn.global/events/igtc-25/
Date: October 15–16, 2025
Location: Tangla Hotel, Brussels, Belgium (In-person)
Organizer: Brunel University / University of Seville / ETN Global
Website: https://etn.global/events/emgtf25/
Date: November 4–6, 2025
Location: Pau, France (In-person)
Organizer: ETN Global (Host – TotalEnergies)
Website: https://etn.global/events/sgt-a35-user-group-meeting-2025/