Dongfang Electric turbine pact covers 30 units for Canadian data centres
Eco DC Solutions says capacity would exceed 2.1 GW; its Oct. 26 release omits equipment prices, binding purchase terms and delivery dates.
Ines Halvorsen
An Oct. 26 partnership covers 30 gas turbines for Canadian data centres from a subsidiary of Dongfang Electric Corporation Limited HKG1072 SHA600875, its Canadian partner announced. The announcement puts associated planned generation investment above $8 billion, without specifying a currency or disclosing the turbine purchase price.
The counterparties are Eco DC Solutions and Dongfang Turbine Co., Ltd., with a long-term service agreement whose duration was not disclosed. Eco DC Solutions says the fleet would support more than 2.1 gigawatts in combined-cycle configuration, but its Oct. 26 release gives no delivery or first-power date.
The agreement expands an initial order signed in 2026 to 30 units from 10, according to the release. It does not disclose payment commitments, cancellation provisions or conditions that would establish the binding purchase obligations behind the announced fleet. No financing close or construction start date is identified for the planned generating plants.
Dongfang's Hong Kong shares HKG1072 traded lower at HK$15.86 at 4:08 p.m. HKT on Monday, before the Canadian announcement.
Eco DC Solutions is Adag Group's Montreal-based equipment and infrastructure business, supplying power generation, cooling and electrical systems for data centres. The agreement makes it Dongfang Turbine's North American partner and importer, with responsibility for integrating and supporting equipment in Canada.
Dongfang's 2025 annual report identifies Dongfang Turbine as a subsidiary of the listed company. It separately identifies Dongfang Electric Corporation, the state-owned group named in the Canadian release, as the listed company's controlling shareholder.
"Eco DC Solutions and Adag Group understand the power demands of data centres and have the engineering expertise to integrate, certify and support our turbines locally," Dongfang Turbine marketing department deputy director Chenxi Hu said in the release.
Canadian Certification And Commissioning Remain Ahead
Under the arrangement described on Oct. 26, Eco DC Solutions will lead supply, integration, certification and commissioning of G50 packages carrying its own nameplate. Dongfang Turbine will train a Montreal-based Canadian service organization to provide parts, technical support and maintenance.
The release describes approximately 70 megawatts per installation in combined-cycle configuration. That is the configuration behind its fleet capacity claim; the announcement does not identify individual Canadian sites, data-centre customers, power purchase prices or site-specific approvals.
The broader turbine market already includes large data-centre orders. GE Vernova Inc. NYSEGEV announced a fleet of 29 aeroderivative turbine packages on July 22, 2025. It said the latest order was booked in June 2025 and that the combined fleet was expected to provide nearly one gigawatt.
Dongfang's Canadian announcement supplies no corresponding revenue recognition schedule or equipment contract value. Its planned generation investment estimate therefore gives no disclosed measure of the sales the listed manufacturer would book from this arrangement.
Read more: Atlas Energy Solutions closes US$424M bridge loan for data centre equipment
Canadian certification and commissioning are among the next steps described in the Oct. 26 announcement. The release sets no date for either, and gives no turbine shipment schedule.
