BREAKING
Transformer Waits Hit Four Years
0
%
Power transformer demand vs 2019
0
%
GSU transformers 2019-2025
0
%
Substation transformers
Lead Times Blow Out
GSU 2024
143
GSU 2026
160
Breaker 2023
77
Breaker now
125
0
GW
Capacity today
0
GW
By 2030
0
%
Share of equipment market
Utilities Race to Adapt
1
Order 3-5 years ahead
↓
2
Diversify suppliers
↓
3
Advance payments
↓
4
Refurbish aging units
Bottleneck Set to Persist
AI NEWS BLITZ
AI data-center demand is stretching power transformer wait times to as long as four years.