Infrastructure
Grid transformers
GOES steel, winding factories, and HV equipment lead times across China and Europe.
⚠ GOES steel & transformer factory slots
Viktiga flaskhalsar
- Grain-oriented electrical steelSteel
Qualified GOES capacity is concentrated and delivery slots stay tight during grid capex booms.
- Grid transformer windings & bushingsElectrical equipment
Factory capacity in China, Korea, and Europe is booked out, stretching lead times for grid and AI projects.