Risk of darkness looms across Europe and America as power-hungry AI data centers and electric cars drain the grid,…
- AI expansion is overwhelming transformer factories across global electricity markets today
- Power transformer delivery times have stretched from months into several years
- Aging electricity grids are driving an urgent wave of transformer replacements
Electricity grids across Europe and North America are facing a serious equipment shortage that could delay new electricity connections for years, experts have warned.
Power transformers, the large devices that regulate voltage before electricity reaches homes and factories, now take considerably longer to manufacture.
Orders that once took 6 to 12 months before 2020 can now take between 24 and 48 months to complete.
What is fueling the surge in demand?
The rise of electric vehicles and the shift toward industrial electrification are placing significant new demands on local power grids.
Utility companies increasingly compete directly with private developers for the same limited factory capacity, extending wait times for nearly everyone.
Much of the substation infrastructure built...
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