{"id":10539,"date":"2026-08-29T23:43:02","date_gmt":"2026-08-29T15:43:02","guid":{"rendered":"https:\/\/q8bbzjnpm5.wpdns.site\/?p=10539"},"modified":"2026-08-29T23:43:02","modified_gmt":"2026-08-29T15:43:02","slug":"global-transformer-scarcity-current-status-causes-and-profound-impact","status":"publish","type":"post","link":"https:\/\/subian-electric.com\/pt\/news\/global-transformer-scarcity-current-status-causes-and-profound-impact\/","title":{"rendered":"Escassez Global de Transformadores: Status Atual, Causas e Impacto Profundo"},"content":{"rendered":"<p>Um residente do Texas descobre que seu transformador encomendado ser\u00e1 entregue em 2026 \u2013 quatro anos depois de ter feito o pedido. Um produtor de turbinas e\u00f3licas da Alemanha aguarda a entrega que est\u00e1 parada devido \u00e0 falta de transformadores. Um contratante de um centro de dados na Virg\u00ednia encontrou a informa\u00e7\u00e3o de que sua instala\u00e7\u00e3o de IA de 100 MW \u00e9 imposs\u00edvel de come\u00e7ar a funcionar sem um transformador que n\u00e3o ser\u00e1 produzido nos pr\u00f3ximos dois anos. \u00c9 assim que esse d\u00e9ficit global de transformadores se manifesta, uma crise global que come\u00e7ou a crescer em 2021 e alcan\u00e7ou o est\u00e1gio de um d\u00e9ficit estrutural em 2024.<\/p>\n<p>O documento ilustra o estado atual das coisas em n\u00fameros e afirma quais s\u00e3o as causas dessa crise em ambos os lados da oferta e da demanda e qual impacto isso tem nos projetos de energia, pre\u00e7os e estrat\u00e9gias de compra ao redor do mundo. Apresenta um manual explicando como comprar transformadores no mercado onde o tempo de entrega \u00e9 medido em anos em vez de semanas e onde um fornecedor tem uma capacidade comprometida em vez de um nome de marca bem conhecido.<\/p>\n<blockquote><p>A crise global de transformadores pode ser compreendida atrav\u00e9s de dois n\u00fameros. Os tempos de entrega t\u00edpicos para transformadores de pot\u00eancia que anteriormente estavam em torno de 30-60 semanas agora alcan\u00e7aram 115-130 semanas em 2024, com grandes unidades em 120-210 semanas (2,3-4 anos). Os pre\u00e7os aumentaram em 60-80% desde janeiro de 2020 devido ao pre\u00e7o dobrado do a\u00e7o el\u00e9trico orientado a gr\u00e3o e um aumento de 50% para cobre. A demanda de centros de dados de IA, projetos renov\u00e1veis, carregamento de ve\u00edculos el\u00e9tricos e deteriora\u00e7\u00e3o da frota levou ao aumento da demanda, enquanto a oferta encolheu devido \u00e0 natureza intensiva em capital da fabrica\u00e7\u00e3o, escassez de m\u00e3o de obra qualificada e capacidade reduzida na d\u00e9cada de 2010.<\/p><\/blockquote>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10540\" src=\"https:\/\/subian-electric.com\/wp-content\/uploads\/2026\/08\/Global-Transformer-Scarcity-Current-Status-Causes-And-Profound-Impact.webp\" alt=\"Global Transformer Scarcity Current Status Causes And Profound Impact\" width=\"1448\" height=\"1086\" \/><\/p>\n<hr \/>\n<h2 id=\"current-status\">Status Atual: A Escassez em N\u00fameros<\/h2>\n<p>O tempo de entrega \u00e9 conhecido por ser o melhor indicador de escassez porque representa a rela\u00e7\u00e3o entre pedidos e oferta da melhor forma entre todos os m\u00e9tricas. De acordo com a pesquisa da cadeia de suprimentos realizada pela Wood Mackenzie, o tempo de entrega padr\u00e3o de transformadores ser\u00e1 de 115\u2013130 semanas em 2024, o que \u00e9 mais do que o dobro da m\u00e9dia de 50 semanas em 2021. Transformadores de grande escala, como subesta\u00e7\u00f5es e unidades de aumento de gerador, ter\u00e3o um tempo de entrega de 80-210 semanas e alguns fabricantes relatam que simplesmente n\u00e3o t\u00eam pedidos que possam aceitar.<\/p>\n<table>\n<thead>\n<tr>\n<th>Classe de Transformador<\/th>\n<th>Tempo de Entrega Antes de 2021<\/th>\n<th>Tempo de Entrega 2024<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Transformadores de distribui\u00e7\u00e3o (100-2.500 kVA)<\/td>\n<td>4-12 semanas<\/td>\n<td>20-60 semanas<\/td>\n<\/tr>\n<tr>\n<td>Transformadores de m\u00e9dia pot\u00eancia (10-40 MVA)<\/td>\n<td>30-60 semanas<\/td>\n<td>80-160 semanas<\/td>\n<\/tr>\n<tr>\n<td>Transformadores de grande pot\u00eancia (40-500 MVA)<\/td>\n<td>30-60 semanas<\/td>\n<td>120-210 semanas<\/td>\n<\/tr>\n<tr>\n<td>M\u00e9dia, todas as classes (Wood Mackenzie)<\/td>\n<td>~50 semanas (2021)<\/td>\n<td>115-130 semanas<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A situa\u00e7\u00e3o de pre\u00e7os tamb\u00e9m \u00e9 severa. Os pre\u00e7os m\u00e9dios de transformadores renov\u00e1veis aumentaram entre 60% e 80% desde o in\u00edcio de janeiro de 2020, com alguns exigindo mais de 80% em taxas adicionais. Os pre\u00e7os desses transformadores continuaram a subir mesmo ap\u00f3s os pre\u00e7os dos materiais come\u00e7arem a se estabilizar, \u00e0 medida que as empresas envolvidas continuam a aproveitar a situa\u00e7\u00e3o para reabastecer seus lucros e tentar compensar o aumento dos custos de m\u00e3o de obra e transporte.<\/p>\n<h2 id=\"what-it-looks-like\">Como a Escassez se Manifesta na Pr\u00e1tica<\/h2>\n<p>O conceito de escassez n\u00e3o \u00e9 apenas te\u00f3rico, como \u00e9 evidenciado por certas ocorr\u00eancias tang\u00edveis. Por exemplo, h\u00e1 uma grande rede de utilidade no Texas que precisa substituir 15.000 transformadores onde n\u00e3o h\u00e1 estoque de transformadores dispon\u00edvel e os pedidos se estendem at\u00e9 2026. A constru\u00e7\u00e3o dos centros de dados no Texas foi adiada em parte porque seus transformadores de alta tens\u00e3o n\u00e3o puderam ser entregues. Al\u00e9m disso, na Alemanha, os parques e\u00f3licos estavam aguardando os transformadores elevadores enquanto as turbinas e\u00f3licas estavam prontas, mas desconectadas. Na \u00cdndia, os cronogramas de projetos dos desenvolvedores renov\u00e1veis foram atrasados, pois n\u00e3o conseguiram obter transformadores.<\/p>\n<p>Os subscritores agora est\u00e3o considerando a disponibilidade de transformadores como um risco para a continuidade de seus neg\u00f3cios. De acordo com a an\u00e1lise da IF Insurers, o tempo de entrega para grandes transformadores foi alterado de 12-24 semanas para 1-3 anos, o pre\u00e7o aumentou em 70%, e os pesquisadores concluem que se apenas um transformador falhar em uma instala\u00e7\u00e3o, isso levar\u00e1 a meses de inatividade, uma vez que ser\u00e1 necess\u00e1rio esperar pelo novo.<\/p>\n<h2 id=\"demand-side\">Causas, Parte 1: A Explos\u00e3o da Demanda<\/h2>\n<p>O crescimento da demanda superou todas as previs\u00f5es de capacidade feitas antes de 2021. Quatro motores de demanda dominam:<\/p>\n<table>\n<thead>\n<tr>\n<th>Motor de Demanda<\/th>\n<th>Escala de Efeito<\/th>\n<th>Exemplo<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>IA e centros de dados<\/td>\n<td>A demanda por transformadores aumentou ~120% apenas em 2024<\/td>\n<td>Um campus de IA de 100 MW precisa de m\u00faltiplos grandes transformadores GSU<\/td>\n<\/tr>\n<tr>\n<td>Expans\u00e3o renov\u00e1vel<\/td>\n<td>As plantas de PV precisam de ~1,8x mais capacidade de transformador por MW do que carv\u00e3o<\/td>\n<td>Unidades elevadoras de vento e solar na casa das centenas de milhares por ano<\/td>\n<\/tr>\n<tr>\n<td>Carregamento de EV<\/td>\n<td>~5-6 transformadores por EV vs. 1-2 por ve\u00edculo ICE<\/td>\n<td>Mais de 17 milh\u00f5es de novos EVs globalmente em 2024<\/td>\n<\/tr>\n<tr>\n<td>Substitui\u00e7\u00e3o da frota envelhecida<\/td>\n<td>A frota dos EUA ultrapassa a vida \u00fatil de projeto de 35-40 anos<\/td>\n<td>Apenas ~15.000 unidades no Texas precisam de substitui\u00e7\u00e3o<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>O elemento de IA \u00e9 importante devido ao fato de ser o menos previs\u00edvel. Um cluster de treinamento LLM em grande escala consome 70 megawatts de energia, referindo-se ao uso de eletricidade de uma cidade de cerca de 200.000 pessoas. Cada centro de dados da ordem deste precisa de transformadores de alta tens\u00e3o especialmente constru\u00eddos que competem pela capacidade limitada de fabrica\u00e7\u00e3o de transformadores com transformadores de pot\u00eancia padr\u00e3o. De acordo com o estudo da IEA de 2024, o investimento no sistema de energia, incluindo transformadores e chaves, deve aumentar cerca de duas vezes at\u00e9 2030 para atender aos requisitos estabelecidos pela eletrifica\u00e7\u00e3o e energia renov\u00e1vel.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10541\" src=\"https:\/\/subian-electric.com\/wp-content\/uploads\/2026\/08\/Causes-Part-1-and-2.webp\" alt=\"Causes Part 1 and 2\" width=\"1448\" height=\"1086\" \/><\/p>\n<h2 id=\"supply-side\">Causas, Parte 2: A Restri\u00e7\u00e3o de Suprimento<\/h2>\n<p>A capacidade do lado da oferta de reagir \u00e9 bastante limitada devido a certas raz\u00f5es estruturais. A constru\u00e7\u00e3o de f\u00e1bricas de produ\u00e7\u00e3o de transformadores leva muito tempo e investimento. Geralmente, leva entre tr\u00eas a cinco anos para concluir a constru\u00e7\u00e3o e obter as permiss\u00f5es necess\u00e1rias, uma vez que a fabrica\u00e7\u00e3o de transformadores requer profissionais especializados. Algumas empresas de manufatura fecharam a produ\u00e7\u00e3o ap\u00f3s a crise em 2010, enquanto outras est\u00e3o operando no m\u00e1ximo.<\/p>\n<ul>\n<li>O n\u00famero limitado de f\u00e1bricas certificadas. A grande maioria dos fabricantes de transformadores de pot\u00eancia opera em poucas f\u00e1bricas certificadas, e nos EUA apenas cerca de vinte por cento dos transformadores s\u00e3o produzidos localmente.<\/li>\n<li>A falta de pessoal qualificado. Este \u00e9 um trabalho que requer treinamento adequado e recursos financeiros.<\/li>\n<li>O problema do design individual. A fabrica\u00e7\u00e3o de transformadores requer o design individual. Isso leva a dificuldades adicionais no processo de produ\u00e7\u00e3o.<\/li>\n<li>Hesita\u00e7\u00e3o em investir. A necessidade de investimentos significativos que podem levar d\u00e9cadas para se pagar faz com que muitas empresas relutem em investir.<\/li>\n<li>A expans\u00e3o \u00e9 lenta, mas continua. Houve v\u00e1rios an\u00fancios sobre novos investimentos e aberturas de novas f\u00e1bricas. No entanto, de acordo com as estimativas da Wood Mackenzie, a situa\u00e7\u00e3o n\u00e3o mudar\u00e1 significativamente at\u00e9 os primeiros anos de 2020.<\/li>\n<\/ul>\n<h2 id=\"raw-materials\">A escassez de mat\u00e9rias-primas: GOES, Cobre e A\u00e7o<\/h2>\n<p>As mat\u00e9rias-primas levaram a uma situa\u00e7\u00e3o em que os pre\u00e7os come\u00e7aram a escalar mesmo antes da demanda ter aumentado significativamente. O a\u00e7o el\u00e9trico orientado a gr\u00e3o (GOES) \u2013 o tipo de material do n\u00facleo \u2013 tornou-se mais caro em duas vezes desde o in\u00edcio de 2020 devido \u00e0 escassez no mercado e \u00e0 produ\u00e7\u00e3o limitada durante a pandemia. O cobre demonstrou um aumento de cerca de 50% dentro do mesmo per\u00edodo, o que, em combina\u00e7\u00e3o com o aumento do GOES, resultou no aumento da exposi\u00e7\u00e3o dos transformadores elevadores de gerador aos custos do GOES em 4% \u2013 15%.<\/p>\n<table>\n<thead>\n<tr>\n<th>Raw Material<\/th>\n<th>Price Movement Since Jan 2020<\/th>\n<th>Effect on Transformer Cost<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Grain-oriented electrical steel (GOES)<\/td>\n<td>+100% (doubled)<\/td>\n<td>Core = 25-35% of material cost<\/td>\n<\/tr>\n<tr>\n<td>Copper<\/td>\n<td>+50%<\/td>\n<td>Windings = 25-30% of material cost<\/td>\n<\/tr>\n<tr>\n<td>Labor and logistics<\/td>\n<td>+20-40%<\/td>\n<td>Passed through in prices<\/td>\n<\/tr>\n<tr>\n<td>Overall transformer prices<\/td>\n<td>+60-80%<\/td>\n<td>\u2013<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>As GOES and copper represent over 50% of the material cost of a transformer, any change in those costs is reflected in the final price. The prices have come down after hitting the high point in Q4 of 2023 but are still volatile, and suppliers are likely to maintain margins as orders are abundant.<\/p>\n<h2 id=\"profound-impact\">The Profound Impact on Projects and Economies<\/h2>\n<p>The shortage&#8217;s consequences ripple far beyond longer lead times:<\/p>\n<table>\n<thead>\n<tr>\n<th>Impact Area<\/th>\n<th>Efeito<\/th>\n<th>Scale<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Renewable project delays<\/td>\n<td>Projects slip or halt for lack of transformers<\/td>\n<td>Up to 25% of global renewables at risk<\/td>\n<\/tr>\n<tr>\n<td>Grid reliability<\/td>\n<td>Aging units run past design life, failures rise<\/td>\n<td>US fleet majority past 35-40-year life<\/td>\n<\/tr>\n<tr>\n<td>Data center builds<\/td>\n<td>Campus energization delayed 1-2 years<\/td>\n<td>AI capacity constrained in US, Europe<\/td>\n<\/tr>\n<tr>\n<td>Industrial expansion<\/td>\n<td>New plants wait on substation transformers<\/td>\n<td>Manufacturing FDI delayed globally<\/td>\n<\/tr>\n<tr>\n<td>Insurance &amp; finance<\/td>\n<td>Coverage terms tightened, premiums up<\/td>\n<td>Business continuity plans rewritten<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For utility companies, the outcome is a delay in transformer replacement plans which leads to increased fleet risk. For project developers, obtaining transformers is no longer a minor factor in the time planning process &#8211; it has become a fundamental component in their activities. In terms of governments, the situation has become an energy security problem as industrial policies in the US, EU, and India are established to support domestic producing capabilities.<\/p>\n<h2 id=\"regional-picture\">The Regional Picture: US, Europe, Asia<\/h2>\n<p>Different areas feel the effects of the shortage in contrasting ways. The United States meets almost all of its transformer demand from other countries (almost 80% of them), has been struggling for decades with replacement shortages and it has carried on construction in its factories which will give results only years later. Europe mostly sells transformers from a few factories whose distribution networks exceed 40% in age, EU has planned to spend 584 billion euros on grid upgrades which will increase the need for transformers in the near future. India has great domestic production but still experiences delays in projects due to transformer shortages and China is the biggest supplier and consumer in its territory; it\u2019s exports in 2023 were twice as big as those in 2022 which makes it the biggest rate reached in 13 years, while the first three quarters of 2024 show an increase in exports by 46% compared to the last year.<\/p>\n<p>This surge balanced the situation although Chinese manufacturers still remain the only suppliers for other countries.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10542\" src=\"https:\/\/subian-electric.com\/wp-content\/uploads\/2026\/08\/How-Buyers-Should-Respond.webp\" alt=\"How Buyers Should Respond\" width=\"1448\" height=\"1086\" \/><\/p>\n<h2 id=\"buyer-response\">How Buyers Should Respond<\/h2>\n<p>Since the lead time length of several years, the process of procurement is greatly improved:<\/p>\n<ul>\n<li>Start ordering as soon as project permits. Consider transformers as the element on the critical path with the largest lead time; place an order by concept time and not after financing.<\/li>\n<li>Standardize both rigorously and methodologically. Standardizing voltage classes, impedance, and tap ranges leads to short lead times, and, consequently, lower prices, while custom specifications lead to up to 25% increase in price and many months of lead time.<\/li>\n<li>Reserve capacity by engaging with suppliers. Establishing a frame agreement with suppliers and booked slots proves to be much more beneficial than discounts on prices in conditions of shortage.<\/li>\n<li>Buy for future-proofing and partial loading. Specifying losses according to realistic loading factors and tap range will save you from a second procurement cycle in 5 years.<\/li>\n<li>Check the credentials as well as the reality in factories. Obtain IEC 60076 type test report, audit the order book and check for the GOES supply contract, and witness the factory acceptance testing.<\/li>\n<li>Treat your spare part as capital. If your fleet requires it, buy them now; in 2027 it will be worth even more than it costs now.<\/li>\n<\/ul>\n<h2 id=\"opportunities\">Opportunities and the Manufacturers Who Can Deliver<\/h2>\n<p>The constraints in the supply chain have also led to the rise of different suppliers who are now able to deliver. Global market leaders in the sector &#8211; Hitachi Energy, Siemens Energy, and ABB &#8211; are in the number one tier with backlogs measured in years. Schneider Electric leads players working in the field of LV and digital grid. The companies are investing extensively but their expansion takes a significant amount of time. Chinese companies such as TBEA, Baoding Tianwei, China XD Group and some other mid-tier suppliers are the fastest growing newcomers in the market.<\/p>\n<table>\n<thead>\n<tr>\n<th>Manufacturer<\/th>\n<th>Positioning<\/th>\n<th>Lead Time Reality (2024)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Hitachi Energy<\/td>\n<td>Premium, global<\/td>\n<td>2-4 years for large units<\/td>\n<\/tr>\n<tr>\n<td>Siemens Energy<\/td>\n<td>Premium, global<\/td>\n<td>2-4 years for large units<\/td>\n<\/tr>\n<tr>\n<td>ABB<\/td>\n<td>Premium, broad<\/td>\n<td>1-3 years depending on class<\/td>\n<\/tr>\n<tr>\n<td>Schneider Electric<\/td>\n<td>Mid-premium, LV\/digital<\/td>\n<td>6-18 months for distribution<\/td>\n<\/tr>\n<tr>\n<td>TBEA \/ Baoding Tianwei \/ XD Group<\/td>\n<td>Volume, export<\/td>\n<td>6-18 months for distribution; 1-2 years for power<\/td>\n<\/tr>\n<tr>\n<td>Jiangsu Subian Electric Power<\/td>\n<td>Competitive, IEC 60076-certified<\/td>\n<td>8-16 weeks for standard distribution units<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Mid-tier Chinese manufacturing becomes the viable solution for purchasers of certified distribution transformers and medium power transformers that need to comply with a schedule. Jiangsu Subian Electric Power is an example of such operations being recognized as certified by IEC 60076 and producing oil-immersed and dry-type transformers within reasonable periods of time of 8-16 weeks. This manufacturer caters to utilities, renewable energy developers, and industrial customers in Asia, Africa, Middle East, and Latin America.<\/p>\n<h2 id=\"faq\">Perguntas Frequentes<\/h2>\n<h3>How long do transformer lead times actually take in 2024?<\/h3>\n<p>According to Wood Mackenzie, the average time for distribution transformers is between 115-130 weeks or more than two years. A distribution transformer has an estimated time of 20-60 weeks while a medium transformer has a time frame of 80-160 weeks, and large transformers takes between 120-210 weeks (2.3-4 years). Prior to 2021, most of the classes used to be shipped in the time of 30-60 weeks, with some companies not accepting orders anymore for certain classes.<\/p>\n<h3>Why have transformer prices risen so much?<\/h3>\n<p>Prices have increased by 60-80% since January 2020. Electrical steel for grain-oriented uses has seen prices double, copper has applied a 50 percent increase, and demand has outstripped every forecast. Even though raw materials dropped off from their peak in Q4 2023, suppliers have kept prices high due to their full order books and margin rebuilding.<\/p>\n<h3>Is the shortage caused by demand or supply?<\/h3>\n<p>Both are mutually supportive. Demand has surged, driven by AI data centers with a increase of ~120% in 2024, renewable projects being expedited, electric vehicle charging, and an old already operation fleet. On the supply side, there are both time and supply constraints as transformer manufacturing is capital-intensive, takes over 4 years to expand, and skilled labor cannot be hired quickly enough.<\/p>\n<h3>Will Chinese manufacturers fill the gap?<\/h3>\n<p>They already are. In 2023, the half-year figure has gone up by 2 times as against 2022, and the 9 months of the year 2024 have seen a rise of 46%. The Chinese factories provide the only material source of additional capacity available in the short run. Buyers must make sure that they check IEC 60076 certification and undertake the audit of the factory, as there is a wide range of quality in the mid-tier.<\/p>\n<h3>What should I do if I need a transformer this year?<\/h3>\n<p>Make sure your specification is uniform, ascertain that your vendor has committed to supply GOES, has a free production spot and keep in mind that only distribution class transformers can ship relatively quickly \u2013 realistically within a timeframe of 8-20 weeks from certified manufacturers in China. Large power transformers are, in fact, a multi-year planning item so consider redesigning your projects to use readily existing classes when possible and purchase spare ones as capital investment.<\/p>\n<h2 id=\"references\">Refer\u00eancias<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.woodmac.com\/\" target=\"_blank\" rel=\"noopener nofollow\">Wood Mackenzie<\/a> &#8211; Source of the lead time data (115-130 weeks average; 120-210 weeks for large units) and the estimate that up to 25% of renewable projects face delay risk.<\/li>\n<li><a href=\"https:\/\/www.iea.org\/reports\/electricity-2024\" target=\"_blank\" rel=\"noopener nofollow\">IEA Electricity 2024<\/a> &#8211; Analysis of grid investment needs and the equipment demand created by electrification and clean energy goals.<\/li>\n<li><a href=\"https:\/\/www.energy.gov\/eere\/americas-strategy-secure-supply-chain-critical-mineral\" target=\"_blank\" rel=\"noopener nofollow\">US Department of Energy &#8211; Supply Chain Strategy<\/a> &#8211; The US government&#8217;s assessment of domestic transformer manufacturing capacity and the ~80% import dependence.<\/li>\n<li><a href=\"https:\/\/www.nrel.gov\/\" target=\"_blank\" rel=\"noopener nofollow\">National Renewable Energy Laboratory (NREL)<\/a> &#8211; Research on transformer fleet aging and replacement requirements in North America.<\/li>\n<li><a href=\"https:\/\/webstore.iec.ch\/en\/publication\/2688\" target=\"_blank\" rel=\"noopener nofollow\">IEC 60076-1: Power transformers &#8211; General<\/a> &#8211; The international standard against which transformers are type tested, and a key verification requirement during procurement.<\/li>\n<li><a href=\"https:\/\/www.energyinst.org\/statistical-review\" target=\"_blank\" rel=\"noopener nofollow\">Energy Institute Statistical Review of World Energy<\/a> &#8211; Global data on electricity demand growth and grid buildout relevant to the shortage&#8217;s demand side.<\/li>\n<li><a href=\"https:\/\/subian-electric.com\/pt\/\" target=\"_blank\" rel=\"noopener\">Jiangsu Subian Electric Power<\/a> &#8211; IEC 60076-certified manufacturer offering distribution and medium power transformers with standard-design lead times of 8-16 weeks.<\/li>\n<\/ul>\n<h2 id=\"conclusion\">Conclus\u00e3o<\/h2>\n<p>The global shortage of transformers is a situation that exists not temporarily but as a long-term reality: it is characterized by lead times of over two years on average, prices which are higher by 60-80% since 2020, and it will take long time until this shortage is resolved. Demand for transformers related to AI, renewable energies, electrical vehicles and fleet replacement will push the supply chain that cannot expand rapidly. As a result, today every project that uses transformers is a logistical issue as well as an engineering one. The key strategy in procurement is to start at the earliest possible stage, use standard designs, reserve capacity, and check certification of the goods. Being in a waiting market, a supplier who has a possibility to provide enough slots and certified goods becomes the major commodity in the industry. Jiangsu Subian Electric Power is an example of such supplier and provides IEC 60076-certified distribution and medium power transformers available in 8-16 weeks.<\/p>","protected":false},"excerpt":{"rendered":"<p>A resident of Texas gets to know that his ordered transformer will be delivered in 2026 \u2013 four years later than he placed the order. A windmill producer from Germany waits for the delivery that has been stuck due to the missing transformers. A contractor of a data center in Virginia has come across the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":10540,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[77],"tags":[],"class_list":["post-10539","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"blocksy_meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/posts\/10539","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/comments?post=10539"}],"version-history":[{"count":3,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/posts\/10539\/revisions"}],"predecessor-version":[{"id":11092,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/posts\/10539\/revisions\/11092"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/media\/10540"}],"wp:attachment":[{"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/media?parent=10539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/categories?post=10539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/subian-electric.com\/pt\/wp-json\/wp\/v2\/tags?post=10539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}