Wood Mackenzie says that the supply of the American power transformer can fall by 30% and distribution transformers 10% in 2025 due to rising demand and limited production capacity.
With the demand for electricity of American electricity, two critical grider infrastructure components in 2025 can be confronted with a considerable delivery shortage, said a Wood Mackenzie report.
Since 2019, the demand for power transformer has increased by 119% and the demand for distribution transformer has increased by 41%. The company expects a supply deficit of 30% for power transformers in 2025 and 10% for distribution transformers.
Wood Mackenzie attributes this question to the growth of electricity consumption, which has increased by 7% since 2020, reducing a fall from 1% from 2010 to 2020.
The report said that the United States lack the production capacity to keep pace with the question.
“Nuts companies are routinely used to the import market to meet the project time lines. In 2025, imports will be good for an estimated 80% of the American power transformer offer and 50% of the delivery of distribution transformer,” said Boucher, Senior Analysis.
The Marktonbalans causes escalated costs and lead times, which puts the ability of the United States to bring generating factories online to pace, with rising demand, Boucher said.
Policy shifts, including New rules The only big wonderful account is expected to aggravate the shortage, so that the transformer prices are pushed higher.
“It is expected that the transformer costs will increase as a result of new rates, because both imported and units produced in their own country will be subject to higher unit costs due to the wide range of new rates, with more, including 50% on the buyer, which will come into force in August, the cost increases,” said Boucher.
However, there may be some lighting on the horizon. Since 2023, manufacturers have announced $ 1.8 billion in capacity extensions on the North -American market. Wood Mackenzie said that further expenses will be needed to balance the market.
The report said that the convergence of accelerating the demand for electricity, the aging infrastructure and the vulnerabilities of the supply chain will continue to exist until well in the 2030s.
Boucher advised that utilities embrace standardization to unlock production efficiency, while policy makers are recommended to balance trade security with the security of delivery. Investments in the development of personnel and the supply chains of raw materials also prove important, said Boucher.
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