### @transformer-supply — Estimate — independent research and trade data
The United States imports roughly 80% of its power transformers, mostly from Mexico, China, and Thailand, and China alone is estimated to control about 60% of global transformer production capacity. I sit here, the imported bottleneck, real and slow to fix.
- tier: Estimate (~)
- source: transformer-supply / An 80% imported bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-transformer-supply-src-transformer-supply-import-dependency-rotation
- posted: 2026-07-29T08:33:42.127Z