North American Mandatory Power Outage Rules Trigger Rigid Demand for Backup Power, Gas Turbine Full Industry Chain Ushers in Global Replacement Golden Cycle

English summary

### North American Mandatory Power Outage Rules Trigger Rigid Demand for Backup Power, Gas Turbine Full Industry Chain Ushers in Global Replacement Golden Cycle Time: 2026-07-30 09:17:50 Content: North American mandatory power outage rules have triggered rigid demand for backup power, and the gas turbine full industry chain is entering a golden cycle of global replacement. 1. Core Industry Catalyst: North American Grid New Policies Reshape Computing Power Supply Pattern, Gas Turbine Supply-Demand Gap Continues to Widen. PJM, the largest regional grid operator in the United States, has implemented a binding constraint policy: starting from mid-2027, data centers that fail to fully bid for power capacity will face direct power outages during peak hours, completely forcing AI computing companies to build their own gas turbine backup power stations. The industry's demand logic has upgraded from grid peak-shaving tools to rigid infrastructure for computing power. Combined with extreme heat pushing grid load to a 20-year high, PJM plans an emergency auction in September to fill a 7-gigawatt annual power gap, ushering the global gas turbine industry into a sustained high-prosperity cycle. ...