Investment Opportunity Analysis of Jereh Corporation Amid Supply Chain Bottlenecks in North American Natural Gas Power Plants

Based on your question and background analysis, I will systematically evaluate Jereh Corporation’s investment opportunities amid supply chain bottlenecks in North American natural gas power plants from multiple dimensions.

According to current market conditions, demand for electricity in North American data centers is experiencing explosive growth, while dispatchable power supply faces severe challenges:

Heavy-duty gas turbine delivery times have reached 243 weeks (approximately 4.7 years), and the upper limit of new gas power plant installed capacity during 2025-2030 is about 58GW, creating a huge gap with the rapidly growing electricity demand of data centers [3].

Data from the U.S. Energy Information Administration shows that natural gas has become the largest source of electricity for data centers, accounting for over 40% [3]. With the surge in demand for AI and cloud computing, electricity demand for data centers is expected to continue rising.

Jereh Corporation’s global strategic cooperation with Baker Hughes on NovaLT gas turbines is of breakthrough significance:

Compared to the 243-week delivery period of traditional heavy-duty gas turbines, the NovaLT modular solution takes only 16 weeks, a 15-fold time advantage [3].

NovaLT focuses on the small and medium-sized gas turbine market, perfectly aligning with the distributed power supply needs of data centers, and its single-unit capacity is suitable for modular deployment of data centers.

Jereh’s modular gas turbine solution addresses the core pain points of traditional large gas turbines:

• Rapid deployment:
  Prefabricated modules can significantly shorten on-site construction cycles
• Controllable costs:
  Lower investment threshold compared to traditional large units
• High flexibility:
  Can be expanded in phases according to data center needs

Jereh Corporation has performed extremely well since 2024 [0]:

• YTD 2024 gain:
  +98.05%, far exceeding major U.S. stock indices over the same period
• 1-year gain:
  +108.95%, significantly outperforming the S&P 500 Index (+43.02%)
• Market capitalization:
  $71.89 billion, reflecting high market recognition of its North American business

The company has secured over $100 million in data center-related orders, validating the feasibility of its business model in the North American market.

Jereh Corporation occupies a unique competitive position in the North American gas turbine market:

Companies like General Electric and Siemens Energy have mature technology but are constrained by supply chain bottlenecks, with delivery cycles exceeding 280 weeks.

Through modular solutions and NovaLT collaboration, Jereh has an overwhelming advantage in delivery speed.

1. Precise timing:
   Coincides with the explosive growth period of electricity demand for North American data centers
2. Correct technical route:
   Modularization and rapid deployment address current market pain points
3. Strong strategic cooperation:
   Baker Hughes’ NovaLT provides technical support
4. Successful order validation:
   Has received substantial order support

1. Geopolitical risks:
   China-U.S. relations may affect technical cooperation
2. Execution risks:
   North American project execution is highly complex
3. Intensified competition:
   Other manufacturers may quickly follow modular solutions

Jereh’s North American business is expected to continue high-speed growth, and its modular gas turbine solution has irreplaceable value in addressing current supply chain bottlenecks. It is expected to continue securing more data center-related orders.

With the continuous growth of AI and cloud computing demand, electricity demand for data centers will remain strong. Jereh is expected to establish a solid position in the North American market by virtue of first-mover advantage and cost control capabilities.

The company needs to continue technological innovation and market expansion to cope with technical catch-up by traditional manufacturers and potential challenges from alternative technologies.

Investors should focus on the following indicators:

1. New order status:
   Especially North American data center-related orders
2. NovaLT collaboration progress:
   Technical localization and capacity expansion
3. Project execution quality:
   Delivery progress and customer satisfaction of ongoing projects
4. Improvement of financial indicators:
   Changes in the proportion of overseas business revenue and profit margins

Jereh Corporation faces major investment opportunities amid supply chain bottlenecks in North American natural gas power plants. Its NovaLT gas turbine strategic cooperation and modular solution fully align with the growth trend of electricity demand for North American data centers. With significant delivery time advantages and a validated business model, the company is expected to fully benefit from this structural opportunity during 2025-2030.

[0] Gilin API Data
[3] Bloomberg - “Data Centers, AI, and Energy: Everything You Need to Know” (https://finance.yahoo.com/news/data-centers-ai-energy-everything-220000884.html)
[4] Forbes - “As AI Booms, Data Centers May Create Electricity Scarcity Among Users” (https://www.forbes.com/sites/kensilverstein/2025/12/15/as-ai-booms-data-centers-may-create-electricity-scarcity-among-users/)