The AI Race Sparks Unprecedented Demand for Gas Turbines

OilPrice · Irina Slav · last updated October 13, 2025 – 3:41 PM

There are not enough gas turbines being manufactured in the world right now. The message has been flashing on and off in the media for months now as the AI race drives demand for electricity sharply higher and, with it, demand for new generation capacity. Despite the spike, however, not all gas turbine makers are in a rush to go all in on the AI hype. They’ve been burnt before. In September, the U.S. Energy Information Administration reported that there were 114 GW of new natural gas generation capacity under construction and in pre-construction…

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