The global gas turbine supply and demand gap hits a 20-year high, and ENN Power accelerates its expansion into overseas markets
1. The market gap is significant, and the super cycle has arrived
According to the "2026 Gas Turbine Industry Development White Paper" and the latest industry research reports, the global demand for gas turbines in 2025 has reached 90-100GW, while the annual production capacity of major global manufacturers is only 55-60GW, and the gap between supply and demand is as high as 30-40GW, which is expected to continue to expand in the next few years.
The core driving force behind this phenomenon is that the construction of AI data centers has entered the peak period, and the demand for electricity has surged, and gas turbines have become the first choice for data center "self-owned power plants" due to their efficient and stable power generation characteristics. The agency predicts that from 2026 to 2028 alone, AI-related power demand in North America is expected to reach 152GW, while the gas turbine capacity that can be delivered during the same period is only 60-66GW, and the huge gap forces customers to turn their attentionWith high-quality delivery capabilitiesof suppliers.
2. ENN Power deepens its global layout
Benefiting from the strong demand for distributed energy and core equipment in overseas markets, the company has recently approached customers in a number of overseas key areas.
In the field of North American computing power centers, ENN Power's small gas turbine deployment solution is demonstrated in terms of flexibility, supply assurance and emission indicators in response to its high requirements for 24-hour uninterrupted power supply and ESG (environmental, social and governance) complianceExtremely adaptable。
In addition, in the field of domestic oilfield exploitation, the low calorific value associated gas of the oilfield is used as fuel for power generation, which greatly reduces electricity costs for customers and effectively solves the environmental protection problem caused by the emptying of the torch. This model is huge in the Middle East oil and gas fields and minesReplicate promotion potential。
Industry analysts pointed out that due to the cautious expansion of overseas leading manufacturers and the delivery cycle has been scheduled to 2030 or later, China's high-end equipment manufacturing enterprises represented by ENN Power are ushering in the global supply chain"Golden window"。
