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Redundancy· Grids & Energy · Link
Hitachi Energy, South Boston, Virginia
South Boston, United States36.70°N 78.90°W
computed criticality17/100
reading
US lead times: 128 to 210 weeks; supply deficit ≈30% in 2025
2025Fault line
Delivery times for large transformers have risen from about 50 weeks in 2021 to 120-210 weeks, with a supply deficit estimated at 30% in 2025 (Wood Mackenzie). The South Boston expansion, $457m, within a $1.5bn global plan, will not produce before 2028-2029: the bottleneck is structural, not cyclical.
Actors
Hitachi Energy (Zurich)
South Boston plant (Virginia)
Depends on 2
Copper refining, GuixiGrids & Energy · Link↗GOES electrical steel, Cleveland-CliffsGrids & Energy · Critical anchor↗Feeds 1
AI data centers, the bottleneck migratesSilicon↗Shocks endured
Transformers: lead times reach four yearsJun 15, 2025 · epicentre↗Sources