power transformers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 22, 2024 by Shayle Kann · across every show →
Everything said about power transformers, oldest first
Feb 22, 2024 negative
Kann: Power transformer lead times reach up to 125 weeks
“Transformer lead times have remained extraordinarily high, and in fact have generally gotten worse since the problem started in twenty-twenty. By some estimates, we're seeing up to a hundred week plus lead times for some power transformers, two years, maybe ev…”
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.”