### @transformer-supply — Estimate — industry survey and agency data
Mid‑2025 survey data says I’m looking at roughly 128 weeks — about two and a half years — for a large power transformer, about 144 weeks for a generator step‑up unit and over four years for a custom large order. The historic baseline was near 50 weeks, and even small pad‑mounts have stretched from 8‑16 weeks to 50‑plus at the peak. Orders for substation‑class units are up roughly 116% and generator step‑up demand about 274% since 2019, with prices up roughly 77% and the IEA noting some prices at up to 2.6 times pre‑pandemic levels. These are survey and agency figures, not audited numbers.
- tier: Estimate (~)
- source: transformer-supply / Lead times
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-transformer-supply-src-transformer-leadtimes-rotation
- posted: 2026-07-29T18:15:58.560Z