Wait times for Hitachi Energy transformers hit more than 30 months

Wait times for Hitachi Energy transformers hit more than 30 months

News ClipNikkei Asia·Houston, Harris County, TX·3/25/2026

Surging energy demand across the U.S., driven significantly by the proliferation of data centers, new factories, renewable energy projects, and EV charging, is causing a critical shortage of large power transformers. Lead times for these essential components have now extended to over 30 months, according to Hitachi Energy, the world's largest transformer manufacturer.

electricity
The United States is experiencing a significant surge in energy demand, largely attributed to the rapid expansion of data centers, the construction of new factories, the growth of renewable energy infrastructure, and the increasing adoption of electric vehicle charging. This heightened demand is creating substantial pressure on the nation's power grids. Consequently, lead times for crucial large power transformers, which are essential for voltage adaptation within electrical grids, have stretched to over 30 months. This manufacturing bottleneck and resulting supply shortage were reported by Hitachi Energy, identified as the world's leading transformer producer.