WhatA real-time market intelligence and secondary-market brokerage platform for gas turbine procurement, helping utilities navigate the 7-year backlog by matching buyers with cancelled orders, refurbished units, and alternative suppliers.
SignalCommenters highlight that only two companies in the world make large gas turbines, backlogs are 7+ years, and a single disruption to either manufacturer could cause an energy crisis — yet there is no transparent market for tracking or trading turbine delivery slots.
Why NowAI-driven electricity demand is creating an unprecedented surge in gas turbine orders at the exact moment the supply chain is most constrained, and the shift away from renewables is pushing even more demand onto gas infrastructure.
MarketUtilities, independent power producers, and data center operators spending $10-50M+ per turbine; the global gas turbine market is ~$20B/year. No dedicated marketplace exists — procurement is done through direct OEM relationships and opaque broker networks.
MoatFirst-mover data network effects — tracking every turbine order, cancellation, and delivery slot globally creates proprietary supply chain intelligence that becomes more valuable as more participants use the platform.
US and TotalEnergies reach 'nearly $1B' deal to end offshore wind projectsView discussion ↗ · Article ↗ · 419 pts · March 23, 2026
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