Wedoany.com Report on Feb 5th, U.S. utilities and technology companies are purchasing gas turbines in large quantities to enhance power generation capacity, leading to a tight supply of global gas-fired power equipment. This situation may prompt other regions to accelerate the adoption of clean energy alternatives in their power systems. According to statistics from the Global Energy Monitor (GEM), the under-construction gas-fired power capacity in the United States has more than doubled compared to a year ago, and the pre-construction phase capacity has increased more than fivefold since early 2025. 
The rapid expansion of planned gas-fired power capacity in the U.S. has extended the delivery time for new gas turbines into the 2030s. Simultaneously, the prices of utility-scale solar power plants equipped with battery storage continue to decline. The uncertainty in the gas-fired power supply chain and the increasing accessibility of clean energy are driving other countries to prioritize non-gas energy sources in their power expansion plans.
Data shows that the under-construction gas-fired power capacity in the U.S. is approximately 30 gigawatts, with pre-construction phase capacity reaching 159 gigawatts, accounting for one-third of the global gas capacity at the same stage. In addition to utility companies, technology firms like Meta and Microsoft also plan to build their own gas-fired power plants for electricity supply. Record-high domestic natural gas production and policy support in the U.S. have enhanced the attractiveness of gas-fired power.
The demand for gas-fired power in overseas markets is showing a cooling trend. Extended delivery cycles for gas turbines and volatile, rising natural gas prices have weakened its competitiveness. European natural gas prices have nearly doubled this year, increasing importers' concerns about supply security. Countries in Asia and Africa are placing greater emphasis on energy autonomy, with locally produced solar panels and energy storage systems creating jobs and reducing dependence on energy imports.
Of the global pre-construction gas projects, 52% are located in Asia and Africa, with China having 61 gigawatts in the pre-construction phase. As a major renewable energy producer and clean energy equipment manufacturer, China's power system is evolving rapidly, prioritizing the development of local power sources. Solar panels and battery energy storage systems manufactured in China continue to be popular in the international market.
When global power system managers face choices, the advantages of abundant supply and low cost of renewable energy equipment may outweigh the challenges of uncertain delivery for gas-fired power components and volatile fuel prices. This could lead to a divergence in energy structures, with the U.S. becoming more reliant on gas-fired power, while other markets shift towards cleaner energy compositions.
