> The supply chain for grid components is even tighter now than it was earlier this year, Robinson said. The lead time for large-scale transformers is 90 weeks on average and the lead time for distribution transformers is six to nine months, she said.
> “I deal with a number of different clients on the utility side and about a year ago we started to see lead times from transformer manufacturers creep up. Before the pandemic, you could get a large transformer ordered in less than a year. Today that is rare. A relatively large manufacturer in the US was at about 38 months. That used to be 38 weeks if you were to compare,” Templeton said.
[…]
> It is still relatively easy to get a 10 MVA transformer from a supplier utilities know and are used to dealing with, but a 1000 MVA transformer might not be available from a reliable source, Templeton said.
> The supply chain for grid components is even tighter now than it was earlier this year, Robinson said. The lead time for large-scale transformers is 90 weeks on average and the lead time for distribution transformers is six to nine months, she said.
* https://www.spglobal.com/commodityinsights/en/market-insight...
> “I deal with a number of different clients on the utility side and about a year ago we started to see lead times from transformer manufacturers creep up. Before the pandemic, you could get a large transformer ordered in less than a year. Today that is rare. A relatively large manufacturer in the US was at about 38 months. That used to be 38 weeks if you were to compare,” Templeton said.
[…]
> It is still relatively easy to get a 10 MVA transformer from a supplier utilities know and are used to dealing with, but a 1000 MVA transformer might not be available from a reliable source, Templeton said.
* https://www.tdworld.com/utility-business/article/21243198/tr...
Expansion of factories:
* https://electrek.co/2022/10/12/hitachi-energy-power-transfor...