As transformer lead times double and US prices surge 79%, a manufacturing “supercycle” struggles to keep pace with the explosive growth of AI data centers and renewable energy. Demand for transformers ...

A utility in Virginia recently told a data-center developer that the high-power transformer needed to energize its planned campus would not arrive for five years. The developer had budgeted for ...

Keeping the nation’s lights on is no small job. The grid we take for granted involves large, expensive equipment, most notably power transformers. If one goes down, it can take more than a year to ...

There is now broad consensus across the U.S. power sector that grid modernization is urgent. The challenge is no longer how to generate clean energy, but how to deliver it. By the end of 2023, roughly ...

Industry Insight from Reuters Events, a part of Thomson Reuters. Power developers are procuring transformers early and at a premium to mitigate a supply shortage expected to continue for several years ...

Somewhere in central Ohio, a half-built data center campus sits on 200 acres of freshly graded land, its concrete pads poured and its fiber backbone lit. What it does not have is electricity. The ...