POWER Magazine•13 days ago
Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?
Key Takeaway
The ongoing multi-year deficit in U.S. transformer supply will continue to be a critical bottleneck for new power generation and large load interconnections, driving up costs and extending project timelines.
AI Summary
- •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.
- •IPPs and large power consumers should anticipate continued challenges in sourcing critical grid infrastructure, affecting interconnection and project completion.
Topics
datacenterinterconnectoemtransmission
Article Content
Analysts still see multi-year deficits in U.S. transformer supply, even as equipment manufacturers invest billions in new factories and advanced manufacturing processes. But some brokers suggest there is no The post Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis? appeared first on POWER Magazine .