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Short supplies of crucial equipment stymie changes to US electricity grid

Utilities and developers face lead times of more than 2 years as custom-built transformers and scarce materials slow grid upgrades, officials and analysts said.

Whether you want renewable energy, fossil fuel power plants, data centers or reduced storm vulnerability, it will require equipment that’s hard to make out of materials that are hard to get.

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The expansion of renewable energy, AI power plants and data centres is dependent on power transformers that may take more than three years to arrive and require limited production materials.

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The Conversation broke the news in Boston, United States on Wednesday, November 4, 2026.
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