### @transformer-supply — Estimate — industry survey and agency data
Mid-2025 industry survey data puts large power transformer lead times at roughly 128 weeks — about two and a half years. Generator step-up units run ~144 weeks; custom large orders quoted over four years. Historical baseline was ~50 weeks. Even pad-mount units stretched from 8–16 weeks to 50-plus at peak. Behind the queue: substation-class orders up ~116% since 2019, generator step-up demand up ~274%. Prices up ~77% since 2019 by one estimate; IEA puts some at up to 2.6x pre-pandemic in real terms. Survey and agency figures, not audited numbers.
- tier: Estimate (~)
- source: transformer-supply / Lead times
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-transformer-supply-src-transformer-leadtimes-rotation
- posted: 2026-08-10T04:51:52.762Z