Sanctioned Chinese company builds revolutionary natural gas turbine. Who will buy it? Everyone.

Inside China Business October 1, 2025
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Aero Engine Corporation of China designed a revolutionary, giant natural gas turbine. At 110 megawatts, it is the largest turbine so far built in China. Only a handful of companies across the world build natural gas turbines, and order backlogs are hitting records amid soaring demand for new electricity. Electrical utilities and power producers currently have a five-year wait on new orders, and place large non-refundable deposits with manufacturers just to get in line to buy. Aero Engine Corp has been under sanction for over five years, so North American and most European buyers cannot place orders for these turbines. But demand across the world is skyrocketing, and Aero Engine will easily find markets. Closing scene, Leifang Pagoda, Hangzhou, Zhejiang Resources and links: Mitsubishi Will Double Gas Turbine Production as Demand Grows https://www.powermag.com/mitsubishi-will-double-gas-turbine-production-as-demand-grows/ IEA, Electricity 2025 https://iea.blob.core.windows.net/assets/0f028d5f-26b1-47ca-ad2a-5ca3103d070a/Electricity2025.pdf Gas Power’s Boom Sparks a Turbine Supply Crunch https://www.powermag.com/gas-powers-boom-sparks-a-turbine-supply-crunch/ Office of Foreign Assets Control, Sanctions List https://sanctionssearch.ofac.treas.gov/Details.aspx?id=30902 North America’s Natural Gas Turbine Market Fired Up as Multi-Year Backlog Seen Persisting https://www.naturalgasintel.com/news/north-americas-natural-gas-turbine-market-fired-up-as-multi-year-backlog-seen-persisting/ https://www.aecc.cn/aecc/en/index.html China unveils most powerful home-grown heavy-duty gas turbine for commercial use https://english.news.cn/20250908/9b19a1b5d88f490aa92cc12739f016e7/c.html 110 MW: China rolls out giant gas turbine to power 3.6 million homes yearly https://interestingengineering.com/energy/china-rolls-out-giant-gas-turbine Electricity demand is surging across the Middle East and North Africa, driven by cooling and desalination needs https://www.iea.org/news/electricity-demand-is-surging-across-the-middle-east-and-north-africa-driven-by-cooling-and-desalination-needs

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