7013.T in “Gas Turbines Become the New Backlog”
IHI Corporation
IHI manufactures aeroderivative gas-turbine packages and provides lifecycle services for distributed generation, cogeneration and industrial power users.
7013.T impact map — “Gas Turbines Become the New Backlog”
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Oct 20, 2025 – Oct 19, 2026 · 234 sessions
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Full story
Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BULL side — IHI manufactures aeroderivative gas-turbine packages and provides lifecycle services for distributed generation, cogeneration and industrial power users.
Read the full Gas Turbines Become the New Backlog storyBull side
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7013.T in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
IHI manufactures aeroderivative gas-turbine packages and provides lifecycle services for distributed generation, cogeneration and industrial power users.
- Nuclear Graduates From Hedge to Core Power
7013.T in “Nuclear Graduates From Hedge to Core Power”
FadingExposure: not rated yetLong-term power contracts and energy-security policy are turning reactors into strategic infrastructure.
Its nuclear components, maintenance systems and decommissioning capabilities benefit from Japanese restarts and reactor life extensions.
- The Plane Shortage Becomes Permanent
7013.T in “The Plane Shortage Becomes Permanent”
FadingExposure: not rated yetDelayed aircraft deliveries are extending fleet lives and transferring economics from airlines to lessors and aftermarket suppliers.
IHI participates in major commercial-engine programs and earns spare-parts and service revenue as durability issues and longer fleet lives increase engine shop visits.
Bear side
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