distribution transformers
also referred to as: distribution transformer
7 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 22, 2024 by Tim Mills · across every show →
Everything said about distribution transformers, oldest first
Feb 22, 2024
Mills: Storm-driven transformer replacement demand rose sharply after 2017
“We went back and looked historically, like, what was the demand on a transformer because of storm response? And we recognized that the level of, you know, kind of natural disaster from 20 17 forward was much more severe than the level of natural disaster pre-t…”
Feb 22, 2024 negative
Feb 22, 2024 neutral
Feb 22, 2024 neutral
Feb 22, 2024 neutral
Mills: In 2018, distribution transformer lead times were 12 to 14 weeks
“In 2018, I think most customers, most utilities, Felt really, really comfortable with the distribution transformer supply chain. They'd pick up the phone, or they'd, they'd shoot over a PO, and in anywhere from 12 to 14 weeks, that transformer was showing up o…”
Feb 22, 2024
Mills: Early US transformer shortage was driven by utility panic-buying
“But this wasn't, this was not the microchip problem, right? That was preventing automobiles from being produced, where, where literally you couldn't get the Componentry, the necessary input to produce the output. This was the toilet paper example, right? Where…”
Feb 19, 2026
Baglino: Step-up transformer demand has surged over 250% since 2019
“In fact, I have some statistics here. You know, power transformers, these are generator transformers. Demand is up is over double since 2019. For generation step-up transformers it's up over 250%. Distribution transformers up over a hundred percent.”