Why Lead Times Jumped from Two to Five Years

Rising power demand from data centers for artificial intelligence has led to a shortage of the gas turbines needed to generate electricity. This shortage might not seem the most obvious climate story, but it's having impacts across the entire energy sector. This week on Zero, Bloomberg’s Stephen Stapczynski joins Akshat Rathi to look at what’s causing the bottleneck in gas turbines, if the shortage will make companies look to renewables or coal, and whether natural gas is really a “bridge” fuel.

Explore more:

• Past episodes of the Bottlenecks Series:
  • The 100-Ton Rotating Mass That Can Stop Blackouts
  • The Green Transition Needs More Workers
  • There Aren’t Enough Cables to Meet Growing Electricity Demand
  • The One Device Throttling the World’s Electrified Future

Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Eleanor Harrison Dengate, Siobhan Wagner, Sommer Saadi and Mohsis Andam. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.

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