Two factors not discussed. One is the supply chain, I have been through these gas-generation cycles since the 90's and even then the supply chain was an issue and not just for turbines, but the substation components. Second is will these gas projects be simple cycle, co-generation, or combined heat and power (CHP). Co-gen or CHP are more efficient and the actual emissions per MW generation goes down.
Two factors not discussed. One is the supply chain, I have been through these gas-generation cycles since the 90's and even then the supply chain was an issue and not just for turbines, but the substation components. Second is will these gas projects be simple cycle, co-generation, or combined heat and power (CHP). Co-gen or CHP are more efficient and the actual emissions per MW generation goes down.
Thank you for this analysis! I'm curious how the reported backlog of natural gas turbines factors into this. Source: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply
I think turbine backlogs will be one of the most common reasons for projects not making it to final completion.
Great, thanks!