Anthony Brough

In this engaging discussion, Anthony Brough, founder and CEO of Dora Partners, dives into the current gas turbine market. He highlights the staggering lead times now stretching to four years, driven by rising demand and supply chain challenges. Anthony elaborates on the cyclical nature of the industry and why companies are approaching this peak with 'guarded optimism.' He also explores the impact of renewable energy on turbine demand and the exciting potential for hydrogen technology in the future.

Anthony Brough, founder and CEO of Dora Partners, shares insights from his energy consultancy specializing in gas turbines. He discusses the dramatic rise in turbine demand amid supply chain bottlenecks, leading to lead times extending beyond four years. Brough explores the effects of past boom-bust cycles on today’s cautious market, the competing demands from aerospace and oil & gas, and the impact of renewables on turbine requirements. He also highlights the industry's readiness for hydrogen and the growing influence of data centers on turbine demand.