A new report from Guidehouse Insights examines the landscape for H₂-capable gas turbines (HGT) adoption over the next decade. The availability of dispatchable, low carbon power generation technologies is an increasingly relevant feature of decarbonizing electricity systems. Currently, many power grids rely on natural gas generators to play a key flexibility role. According to a new report from Guidehouse Insights, global HGT capacity additions are expected to increase from 6,140 MW in 2024 to 16,234 MW in 2033, with revenue from equipment sales rising from $3,252 MM to $7,135 MM over the same period.

"Efforts to reduce power sector fossil fuel consumption are driving interest in gas turbines capable of operating using H₂ or H₂-natural gas blends as an alternative to conventional gas-fired generation," said Jacques Moss, senior research analyst with Guidehouse Insights. "While overall volumes of H₂ available to the power sector remain subject to high levels of uncertainty, H₂-capable gas turbines are expected to account for an increasingly meaningful share of power generation equipment sales over the coming decade."

A portion of the existing gas turbine fleet already consumes H₂-rich gas streams. However, deployments are generally limited to smaller-scale equipment supplied with byproduct gases from petroleum refining or other industrial processes.

Major gas turbine manufacturers have announced plans to increase blend capabilities across their product ranges and to commercialize 100% H₂ gas turbines by the 2030s or earlier. These efforts are being assisted by policy support for H₂ power generation in key markets such as the U.S., Germany, Japan, and South Korea, according to the report.

The report, H₂-Capable Gas Turbines, provides an overview of the key technical, commercial, and policy factors that are likely to affect adoption over the next 10 years. Analyses are based on an analysis of planned H₂ power generation capacity and manufacturers' timelines for H₂ technology adoption. An executive summary of the report is available for free download on the Guidehouse Insights website.