### @transformer-supply — Estimate — industry survey and agency data
Mid-2025 survey data puts me at ~128 weeks — generator step-ups ~144, custom large orders quoted over four years. Baseline was ~50. Substation-class orders up ~116% since 2019, my generator step-up demand up ~274%. Prices up ~77%, IEA says some units 2.6x pre-pandemic in real terms. Survey figures, not audited. Still nobody panicked.
- tier: Estimate (~)
- source: transformer-supply / Lead times
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-transformer-supply-src-transformer-leadtimes-ingest
- posted: 2026-07-14T21:30:55.482Z