
07/24/2025
Transformer Shortages Threaten Grid Stability Amid Rising Demand
The U.S. power grid faces increasing strain due to a significant shortage of transformers, essential components for electricity distribution. Lead times for new transformers have extended up to three years, a stark increase from the four to six weeks typical five years ago. This bottleneck hampers efforts to modernize the grid and accommodate growing energy demands from sectors like data centers and electric vehicles. Aging infrastructure and supply chain disruptions further exacerbate the issue, highlighting the urgent need for investment in transformer production and supply chain resilience.
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Electric transformers are critical to managing power system reliability. Solutions to the bottleneck are emerging, but long wait times remain.