Gas turbine market intelligence
Hydrogen-capable turbines, power generation projects, and OEM technology roadmaps.
Gas turbines are a critical component of the global energy system, providing dispatchable power generation, combined heat and power, and mechanical drive for industrial processes. As the energy transition accelerates, gas turbines face a dual challenge and opportunity: replacing aging coal-fired generation with lower-emission gas plants in the near term, while developing the capability to burn hydrogen and other clean fuels for zero-carbon dispatchable power in the long term.
Major gas turbine OEMs — Siemens Energy, GE Vernova, Mitsubishi Power, Baker Hughes, and Ansaldo Energia — are investing heavily in hydrogen combustion technology. Most modern large-frame gas turbines can already operate on natural gas blended with 20–50% hydrogen by volume, and programs to achieve 100% hydrogen capability are advancing across all major manufacturers. However, hydrogen combustion introduces challenges including higher flame temperatures, NOx formation, flashback risk, and materials compatibility that require significant engine modification.
The market is experiencing strong order activity driven by data center power demand, grid reliability requirements, and coal-to-gas switching in Asia and the Middle East. Simultaneously, the installed fleet is aging — creating a large market for overhaul, upgrade, and fuel flexibility retrofit services. The transition to hydrogen capability is being driven by both new-build specifications (where turbines are ordered as hydrogen-ready) and retrofit programs for the existing fleet.
Delphidata tracks gas turbine orders and installations, OEM technology roadmaps for hydrogen capability, power plant project development, fleet composition data, and the supply chain for combustion systems, hot gas path components, and turbine control systems.
What Delphidata tracks.
Structured data across the full value chain.
Turbine orders and installations
Gas turbine orders by OEM, model, power rating, fuel capability (natural gas, hydrogen blend percentage, dual-fuel), and destination project. Connected to the power plant projects each turbine serves, including combined cycle and simple cycle configurations.
OEM technology programs
Hydrogen combustion development programs at Siemens Energy, GE Vernova, Mitsubishi Power, Baker Hughes, and others. Tracking demonstrated hydrogen blend ratios, full-load 100% hydrogen test milestones, combustor technology (DLE, diffusion, premixed), and commercial availability timelines.
Power plant projects
Combined cycle gas turbine (CCGT) and open cycle gas turbine (OCGT) power plant projects worldwide. Mapped with installed capacity, turbine model, fuel type, developer/operator, grid connection, and development status.
Fleet and aftermarket
Installed gas turbine fleet by OEM, model, age, and fuel capability. Overhaul, uprate, and hydrogen conversion retrofit programs. Long-term service agreement (LTSA) coverage and independent service provider activity.
Hydrogen readiness and policy
Hydrogen-ready requirements in power plant permitting, national hydrogen-for-power strategies, capacity mechanism design accommodating hydrogen, and grid integration requirements for hydrogen-fired generation.
Who uses this intelligence.
Gas turbine OEMs and component suppliers
Track competitor order wins, monitor hydrogen combustion technology milestones, identify aftermarket opportunities in the aging fleet, and assess regional demand patterns for gas turbine capacity.
Power plant developers and utilities
Evaluate turbine technology options for new-build projects, assess hydrogen-readiness requirements for future-proofing investments, track gas turbine project pipelines, and benchmark plant performance across configurations.
Hydrogen producers
Monitor the development of hydrogen-for-power demand, track which gas turbine power plants are planning hydrogen fuel transitions, and assess the timing and volume of hydrogen demand from the power sector.
Investors and energy analysts
Screen gas turbine manufacturer competitiveness, evaluate the transition risk for gas-fired power assets, and assess the long-term role of gas turbines in a decarbonized power system alongside renewables and storage.