A constraint on high voltage equipment
Grid expansion, data centers, and electrification are pulling demand for high voltage equipment forward faster than manufacturers can add capacity. Lead times for new transformers and breakers have stretched to nearly three years, and the gap is structural, not a blip the next factory expansion will close.
For the teams building this infrastructure, equipment has become the schedule. Projects that used to be gated by permits and interconnection are now gated by a delivery date years out, and the search for equipment increasingly starts before the project does.

