Gas Turbine Report H2 2026: Gas turbine supply chain evolving to meet demand
14 September 2026
Gas turbine and reciprocating engine orders hit a record 100 GW last year, 30% above what OEMs could actually deliver. That gap hasn't closed. The next capacity decisions for OEMs and equipment suppliers (where to expand production, which supplier to lock in, or what to charge for a 2028 delivery) depend on backlogs that already stretch past this decade.
Built on Rystad Energy's Equipment Solution, this report draws on plant-by-plant OEM capacity data and a catalog of 600+ sub-suppliers to show where capacity is landing, who controls the blade bottleneck, and what it means for production slots and pricing position through 2030.
Why orders beat OEM capacity by 30% last year, and whether that gap is closing
Where oversupply risk is building as new entrants target the 20-50 MW segment
Who controls over 80% of single crystal blade supply, and what's challenging that hold
What a 4,000% material price surge means for heavy-duty turbine pricing through the next few years