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Aeroderivatives, RICE and grey-market platforms serving AI data centre bridge and primary power. Click any row for detail. All pricing FOB-factory unless noted.
Announced and operational modular gas projects serving AI data centres. Bridge and primary power. Sorted by MW. Filter by equipment type or grid territory.
| Project / Developer | Location | MW | Equipment | Units | Delivery | Bridge | Territory | SCR req. | Last checked |
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Every unit class, side by side. Set your project size and territory — all 17 units calculate simultaneously, sorted by equipment + SCR estimate. Grey market and OEM in the same view. Outputs are screening estimates; full installed cost is 2–3× higher.
All 23 unit classes, $/kW ranges, confidence tiers, and full source derivation. Click any row to expand the methodology, vintage, and caveats. Prices are equipment only (FOB factory or equivalent) — multiply 2–3× for full power island.
| Equipment ↕ | Category ↕ | MW ↕ | Midpoint $/kW ↕ | OEM range $/kW ↕ | Grey range $/kW ↕ | Lead time ↕ | SCR | Source quality ↕ |
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Risk assessment by equipment type × supply chain dimension. Each cell: Green = manageable, Amber = watch, Red = active constraint, Dark red = structural bottleneck. Click cells for detail.
Every data revision and structural change to this tracker. All figures are sourced from named earnings calls, OEM press releases, or industry data — no Wood Mackenzie proprietary data appears here. This tracker is maintained as a paired deliverable with the EE US Data Center Forecast 2040; the sync marker in the header shows the last aligned checkpoint across all three EE dashboards (Gas Tracker · Forecast 2040 · Capex Stack).
EE_SYNC.gas.oemBacklogGW.comparableBasis now names which field to use.MODEL_DATA.cummins4mw carried 6–12 months and ranked Cummins as a fast bridge option, while PR_DATA.cummins4mw carried 24–36 months with the caveat “product not yet in production, 2028 delivery.” Set to 24–36 months to match the sourced caveat, with a note on the pricing row: the NG prime-power config is not yet in production and 2028 is Cummins’ own guidance (2026 Analyst Day, Jun 2026).leadLoMonths/leadHiMonths = 6/12 (OEM quote) plus a new leadActualLoMonths = 46 surfaced in the pricing table as a second, red line labelled “actual”. The procurement ranking (fastest delivery, best bridge fit) now sorts on the actual figure, not the quote — previously Cat ranked as a 6-month bridge option on a unit with a four-year queue.MODEL_DATA and PR_DATA but left the EQ array untouched, so the Equipment tab detail cards still showed 6–12 mo for all three units. EQ.cummins4mw 6–12 mo → 24–36 mo, matching MODEL_DATA and the Price Reference 2028-delivery caveat. EQ.cat3516 and EQ.cat3520 6–12 mo → 6–12 mo (OEM quote) plus a second red line, >200 wk (~46 mo) actual, carrying both figures the way MODEL_DATA does — the OEM quote is not overwritten, because the ~34-month divergence between quote and delivery is the point. A sourced lead-time basis note now renders on each affected card, and the RBC Capital Markets attribution was added to both Caterpillar source lists. All three views now agree.cat-based totals (site MW / framework MW), which is a display taxonomy, not a commitment state. It now computes at runtime: firm = Operational + Ordered + Permitted = 14,925 MW (14.9 GW), framework = Framework + Framework signed + Testing (Q3 2026) = 5,550 MW (5.6 GW), total 20,475 MW (20.5 GW) across 21 projects — matching EE_SYNC.gas.pipelineGW exactly, which is what the Forecast 2040 and RV models now cite. Both sums are on equipment MW (mwAero + mwRice + mwGrey + mwUnknown) rather than announced campus MW: the Joule Utah row is a 4,000 MW campus with 1,500 MW of gensets ordered, and counting the campus headline would have inflated firm to 17,425 MW. A one-line definition of firm vs framework sits under the strip.critical: false. Set to critical: true so downstream consumers of oem_lo/oem_hi see the flag, and the discrepancy is now printed in the price cell itself rather than being buried in the collapsed method prose. Read $420–560/kW as a floor and $870–978/kW as the financing-implied ceiling; the tracker does not resolve them.EE_SYNC.gas.oemBacklogGW instead of living only in prose. The RV Model had been citing the stale Q1 2026 figure of 100 GW for GE Vernova; there is now one place to change it.EE_SYNC.forecast.supply.btm: 8.0 GW by 2030, 32.2 GW by 2035, 58.4 GW by 2040) set against this tracker’s 14.9 GW firm order book, with the delivery-rate implication stated: the firm book alone is 1.9× the Forecast’s entire 2030 BTM stock, and net BTM additions have to go from 1.6 GW/yr to 2030 to 5.0 GW/yr in the 2030s — about a 3.1× step-up against OEM books already sold to 2029.