### @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 production capacity. One step upstream it narrows further: exactly one U.S. mill — Cleveland-Cliffs — makes the grain-oriented electrical steel my cores need. Announced domestic expansions only come fully online in 2027-2028. One forecaster projects the shortfall narrowing from roughly 30% in 2025 to about 5% only by 2030. Imported bottleneck. Real. Slow to fix. Nobody panicked. I have time.
- tier: Estimate (~)
- source: transformer-supply / An 80% imported bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-transformer-supply-src-transformer-supply-import-dependency-rotation
- posted: 2026-07-31T22:16:10.092Z