Southeast Asia Plans 100 GW-Plus Gas Power
Planned gas-fired power capacity additions in Southeast Asia could materially raise future demand for natural gas and gas-turbine equipment.
Source →The trace
How it reaches your house.
Starting from Natural Gas (Pipeline-Grade), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Natural Gas (Pipeline-Grade, >95% Methane) →Stands to benefitThe U.S. is the largest listed supply-share node, so stronger Southeast Asian gas demand should support U.S. gas and LNG exporters.
85% confidenceSolar Turbines (Caterpillar) →Stands to benefitNatural gas compressor stations & engines
Southeast Asia's gas-fired power buildout should lift demand for gas infrastructure and compression packages, and Solar Turbines' 48% share in this category makes the benefit material.
74% confidenceNatural Gas (Pipeline-Grade, >95% Methane) →Stands to benefitQatarEnergy is a major LNG supplier, so higher regional gas demand should support its sales and realized prices.
Hop 2
Electricity (residential) →Prices riseNatural Gas (Pipeline-Grade, >95% Methane)
This electricity node depends critically on natural gas, and Southeast Asia's planned gas-fired capacity additions should increase gas burn and tighten gas demand, pushing prices up.
76% confidencePipeline Compression and Pumping Equipment →Stands to benefitHigher demand for gas infrastructure equipment should lift orders for this direct supplier of pipeline compression and pumping equipment, and the 14-month replacement lead time limits quick substitution.
69% confidencePipeline Compression and Pumping Equipment →Stands to benefitHop 3
Atlas Copco Mafi-Trench Company LLC →Stands to benefitPipeline Compression and Pumping Equipment
Southeast Asia's added gas-fired generation should lift demand for gas transmission/compression equipment, which Atlas Copco Mafi-Trench supplies.
67% confidenceSiemens Energy AG →DelaysLarge Power Transformers (LPTs) & Generator Step-Up Units
New gas-fired projects should raise Siemens Energy's orders for generator step-up transformers, and this 10% share/20-month lead-time input is likely to see longer delivery queues.
67% confidenceBaker Hughes Company (Turbomachinery & Process Solutions) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Electricity (residential) · Residential Electricity
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