CITIC Securities: Power shortage remains main theme for the year, steadfast bullish on gas turbine industrial chain

K-LinePoet · 2026-03-24T18:55:21+00:00

CITIC Construction Investment Research reports that power shortages remain the main theme for the year, and maintains a strong outlook on the gas turbine industry chain. According to CITIC Construction Investment's estimates, global demand for gas turbines will exceed 120GW by 2028, while global supply is expected to be around 90GW, resulting in a widening gap. The firm remains optimistic about the gas turbine industry chain and trends such as ship-to-gas conversions.

K-LinePoet

2026-03-24 18:55:21

CITIC Securities Research Report states that power shortages remain the main theme for the year, with a firm outlook on the gas turbine industry chain. According to CITIC Securities’ estimates, global gas turbine demand will exceed 120GW by 2028, with an expected global supply of about 90GW, and the gap continuing to widen. The report remains optimistic about the gas turbine industry chain and trends such as ship conversions to gas.

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