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Infrastructure

Grid transformers

GOES steel, winding factories, and HV equipment lead times across China and Europe.

Kuraterade sektorsrapporter

Grid transformers

Infrastructure·⚠ GOES steel & transformer factory slots

Viktiga flaskhalsar (2)

Grain-oriented electrical steel

Steel

⚠ aktiv flaskhals

Qualified GOES capacity is concentrated and delivery slots stay tight during grid capex booms.

Grid transformer windings & bushings

Electrical equipment

⚠ aktiv flaskhals

Factory capacity in China, Korea, and Europe is booked out, stretching lead times for grid and AI projects.