The research report issued by CITIC Construction Investment underscores that the persistent power shortage stands as the central theme of the year, with a resolute bullish stance on the gas turbine industry chain. According to their calculations, by 2028, the global demand for gas turbines is projected to surpass 120 gigawatts (GW), whereas the supply is anticipated to hover around 90 GW, leading to a continuously widening gap. The report posits that trends within the gas turbine industry chain, along with conversions from ship-based to gas-based systems, will continue to yield favorable outcomes.
