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Gridlock: US Struggles to Make Enough Transformers
Nov 15, 2023
Exploring the challenges of meeting the US's increasing demand for large power transformers, including the impact of tariffs and material scarcity. The podcast also discusses the reliance on imports, the future demand for transformers, and the expensiveness and importance of these specialized devices.
29:34
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Quick takeaways
- The US is projected to require over 1,300 large power transformers by 2030, but there are concerns about the availability and supply to meet this demand.
- The US relies heavily on imports for transformers, and discussions are ongoing about the need for domestic manufacturing capabilities to reduce reliance on imports and mitigate supply chain disruptions.
Deep dives
The Role and Importance of Transformers in the Energy Sector
Transformers play a critical role in the energy sector, particularly in the grid. They are essential for converting power from low voltage to high voltage, allowing for efficient transmission across long distances. Large power transformers (LPTs) are especially important as they regulate the supply of electricity on the grid. With the increasing adoption of renewable energy and the need for replacing aging transformers, the demand for LPTs is set to rise. Under the economic transition scenario, the US is projected to require over 1,300 LPTs by the end of the decade, a 47% increase from 2022. However, there are concerns about the availability and supply of transformers to meet this growing demand.
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