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Comment by applied_heat

13 hours ago

Transformers and turbines of any significance are not off the shelf parts and can have lead times of years

> Transformers and turbines of any significance are not off the shelf parts and can have lead times of years

Bloomberg had a decent article[0] about transformers and their lead time. They're currently a bottleneck on building. It wasn't paywalled for me.

"The Covid-19 pandemic strained many supply chains, and most have recovered by now. The supply chain for transformers started experiencing troubles earlier — and it’s only worsened since. Instead of taking a few months to a year, the lead time for large transformer delivery is now three to five years. " [0]

[0] https://www.bloomberg.com/features/2025-bottlenecks-transfor...

How do they not have backups??

  • Enough for the entire grid? There are some amount of reserves on hand (eg drunk runs into a telephone pole), but nothing that could replace a targeted attack with the explicit goal of taking out the most vital infrastructure.

    • And those pole mounted transformers are tiny. The big ones require special transports and can weigh a few hundred tons. Some are so large they are best transported via boat if possible.