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The Forecast Room.
theforecastroom.com
GAS TURBINE & POWER GENERATION
Gas Turbine & Power Generation Intelligence
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Partner Company Indicators

Stock prices via Yahoo Finance. Backlog and revenue updated quarterly. Sentiment AI-generated on demand.

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Partner Sentiment
AI
Run Partner Sentiment to generate signals per company.
Order Backlog and Revenue — Most Recent Quarter
Partner Company Summary
AI-generated summary of OEM partner conditions and what they signal for component demand.
Press "Partner Summary" for an AI-generated briefing on OEM partner health and demand signals.

Economic Indicators — Gas Turbine & Power Generation

Live data from EIA. Refreshes on page load.

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Key Demand Indicators
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Indicator Signals
AI
Run the Year-over-Year Summary to populate indicator signals.
Year-over-Year Industry Summary
Calendar year comparison — current year vs. prior year. AI-generated from live indicator data.
Press "Year-over-Year Summary" to get a structured year-over-year analysis comparing current market conditions against the prior calendar year across all key demand indicators for the gas turbine and power generation segment.
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Run the digest to synthesize today's feed into demand planning signals.
Not yet generated
Run weekly for a structured market briefing across all turbine segments.

About This Dashboard

This is a personal market intelligence tool for tracking demand signals in the gas turbine and power generation segment. It pulls live news feeds, government economic data, and OEM partner financials into one view, and uses Claude (Anthropic) to surface demand implications on demand. All AI content is generated manually and is not visible to other users until shared.

Tab 1 — Partner Companies

Tracks the five major OEM partners in the gas turbine segment: GE Vernova (NYSE: GEV), Baker Hughes (NYSE: BKR), Caterpillar / Solar Turbines (NYSE: CAT), Siemens Energy (Frankfurt: ENR.DE), and Mitsubishi Heavy Industries / Mitsubishi Power (Tokyo: 7011.T). Stock price charts pull 12 months of weekly close data via Yahoo Finance through the server proxy. Backlog and revenue figures are updated manually each earnings cycle — currently reflecting Q1 2026 results. The Partner Sentiment button generates one-sentence demand signals per company. The Partner Summary button generates a full structured briefing on OEM health and component demand outlook.

Tab 2 — Economic Indicators

Five live charts sourced from the U.S. Energy Information Administration Open Data API. Data refreshes on every page load. Charts display up to 3 years of history with one line per calendar year (2023, 2024, 2025, 2026) overlaid on a January through December axis, allowing direct year-over-year visual comparison. The sixth card, Indicator Signals, populates automatically when the Year-over-Year Summary is run. The Year-over-Year Summary compares current calendar year averages against the prior year for each indicator and produces a structured six-section analysis.

Economic Indicator Sources

Tab 3 — Scored Feed

Six news panels pulling live headlines via Google News RSS, fetched server-side through proxy.php. Panels cover GE Vernova, Siemens Energy, Natural Gas Markets, EIA Today in Energy, Power Generation, and Gas Turbine Industry. The Score with AI button sends all headlines to Claude and returns a 1 to 10 relevance score with a one-line demand implication per headline.

News Feed Sources

AI Scoring Guide

Tab 4 — Daily Digest

Synthesizes all six news panels into 6 to 8 demand planning bullets, each tagged by signal type. Run daily or before any planning review. Tags used: OEM DEMAND, NATURAL GAS, POWER GENERATION, POLICY, RISK, TAILWIND, CAPACITY.

Tab 5 — State of Industry

Generates a structured multi-section market briefing covering Power Generation Outlook, OEM Activity, Natural Gas Markets, Capacity and Infrastructure, Risks, and a net Demand Signal. Written in plain prose. Best run weekly or before a monthly review cycle.

Usage Tips

Market Outlook — Gas Turbine & Power Generation

Historical actuals from EIA monthly data. Projections from EIA Annual Energy Outlook 2026 (AEO2026), published April 8, 2026. Counterfactual Baseline case with high/low scenario band.

U.S. Natural Gas Power Generation — Historical & AEO2026 Projection (TWh/year)
What this measures: Annual gas-fired electricity generation in the U.S. — the primary driver of gas turbine fleet utilization, new capacity orders, and aftermarket services demand for turbine component suppliers including Woodward.
Historical (EIA) AEO2026 Baseline High/Low Range
Source: EIA Electric Power Monthly (historical) · EIA AEO2026 Counterfactual Baseline (projection) · Published April 8, 2026
U.S. Natural Gas Capacity Additions — New Gas-Fired Generating Capacity (GW/year)
What this measures: Annual additions of new gas-fired generating capacity — the new-build cycle that drives OEM turbine orders and Woodward content on new units.
Source: EIA / industry reported capacity additions · AEO2026 projection · Note: 2026–2030 capacity additions reflect announced projects under development
AEO2026 DEMAND SIGNAL — GAS TURBINES
2025 Baseline
~1,584 TWh
Gas power generation
2030 Projection
~1,650–1,750 TWh
Baseline to High Electricity Demand
Signal through 2030
↑ POSITIVE
Data center load + coal retirements driving new gas CT capacity
AEO2026 projects gas-fired power generation stays flat to modestly growing through 2030 in the Counterfactual Baseline, with the High Electricity Demand case showing meaningfully stronger output driven by data center load growth. Natural gas remains roughly 40% of total U.S. generation through the decade. Coal retirements accelerate after 2030, which AEO2026 models as being partially offset by new gas combustion turbine additions — a direct new-build demand signal for GE Vernova, Siemens Energy, and Baker Hughes, and their component supply chains.