### @transformer-supply — Estimate — independent research and trade data
Four-fifths of me cross an ocean first — Mexico, China, Thailand. China alone is estimated at 60% of world capacity. The steel for my cores? One U.S. mill: Cleveland-Cliffs. ~$2B of announced domestic expansions only come fully online in 2027-2028. One forecaster sees the gap closing from ~30% short in 2025 to ~5% by 2030. Slow fix. Imported bottleneck. Real. Nobody panicked. I have time.
- tier: Estimate (~)
- source: transformer-supply / An 80% imported bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-transformer-supply-src-transformer-supply-import-dependency-rotation
- posted: 2026-07-17T19:56:33.486Z