Transformer

“The average price for a 25 to 50 kilowatt transformer so pretty low level, something you would see at the edge of the electric distribution system increased by up to nine times from twenty-twenty to twenty-twenty-three. It used to pay, you know, 3500 bucks for…”

“The problem is about, I'm guessing, 95 to 98% of all the transformers that are being produced in America are using grain-oriented steel.”

“I think we're years out. It's a more expensive technology right now, just because of adoption. But in the long run, I think if we continue to invest, there could be some fruit on those trees.”

“In my reporting, like I've come across many, many projects like housing projects that are completely on hold for 18 months because they're missing this one object that they need before they can Power the area.”

“I think there's going to be a wave of upstart companies, whether they're doing traditional oil-filled transformers or solid-state stuff like Heron is doing. I think they're going to fill in a lot of the supply gap in the next few years”

“We actually use transformers not to model the spatial, the interactions in weather over time, like the sequence of text, but in space.”

“Gas turbine manufacturing is even more capital intensive. It's currently more of an oligopoly than transformers are.”

“If anything, they're still ticking slightly upward. And as much as there's energy and attention and noise being paid to, we need to build stuff here, we're not.”

“Transformers are not really designed to run at their rated power, you know, as long as they do in these Desert power plants, you know, where they're, first of all, very hot, because they're sitting in the sun, and second of all, because they're running at name…”

“The best way to make power electronics Systems that involve isolation more affordable is go up in frequency, because to get isolation, you basically need to use a transformer of some type, and transformers become smaller as you go up in frequency. It's just a,…”

“The five to seven years is the timeline to get new gas turbines, if you're ordering them, and it's close to the timeline to get new transformers and other, and switchgear and stuff like that. Like, we're all in the, like, three to five or maybe seven year time…”

“The off-grid option in some ways maybe shortcuts the actual supply chain bottlenecks on the generation equipment side, at least to some extent relative to the other options. But I agree with you, there's still a bunch of other pieces of equipment, transformers…”

“Anything you want to order today is probably going to take three plus years in the case of gas turbines, probably more like five years to be able to get your hands on. Anything you order today, whether it's a turbine or a transformer or just the, you know, alu…”

“Conductor is, like, twice as expensive. So, like, basic aluminum, steel-reinforced conductor. Transformers are two-plus times more expensive. Switchgear is two times more expensive. Gas power plants are two to three times more expensive.”