POWER Magazine•about 2 months ago
Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?
- •U.S. transformer supply is projected to experience multi-year deficits, directly impacting project timelines and costs for developers and large power consumers.
- •Equipment manufacturers are investing billions in new factories and advanced manufacturing, yet the supply gap is expected to persist.
- •A market debate exists, with some brokers suggesting the severity or existence of the shortage may be overstated, while analysts maintain a deficit.
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