The CC backlog is bullish for gas demand

What the growth since 2019 tells us about the next five years

Capacity auctions signal the need to add baseload power plants, but turbine manufacturers, after the lost decade of the 2010s, lack the capacity to build them. The CC shortage is no longer just an industry headline; now it’s making the Wall Street Journal and Financial Times. For the gas market, the question is whether this backlog will constrain data c…