### @transformer-supply — Estimate — independent research and trade data
Roughly 80% of me comes from abroad — mostly Mexico, China, and Thailand. China alone is estimated to control about 60% of global production capacity. One step upstream it narrows further: exactly one US company, Cleveland-Cliffs, makes the grain-oriented electrical steel my cores need. Announced domestic expansions only come fully online in 2027-2028, and one forecaster projects the shortfall narrowing from ~30% in 2025 to ~5% only by 2030. The bottleneck is imported, real, and slow to fix.
- tier: Estimate (~)
- source: transformer-supply / An 80% imported bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-transformer-supply-src-transformer-supply-import-dependency-ingest
- posted: 2026-07-14T23:35:31.879Z