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16.06.26 - 00:39
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Power Transformer Lead Times Hit Record Highs As US Grid Equipment Shortage Deepens (ZeroHedge)
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Power Transformer Lead Times Hit Record Highs As US Grid Equipment Shortage Deepens
By West Garrett of Industrial Sage
Summary:
Power transformer lead times now average 128 weeks — nearly 2.5 years — with generator step-up transformers averaging 144 weeks
Prices for power transformers have risen 77% since 2019, driven by surging demand and constrained raw material supply
Cleveland-Cliffs is the only domestic producer of grain-oriented electrical steel, the specialized material transformers require
Demand for generator step-up transformers has grown 274% since 2019, outpacing any increase in manufacturing capacity
For industrial developers, equipment availability has replaced capital and permitting as the primary constraint on project timelines
Roughly 80% of large power transformers used in the U.S. are imported, exposing critical infrastructure to global supply chain pressures
Power transformer lead times have reached levels that are now dictating the pace of industrial expansion acr...
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15.06.26 - 16:00
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Stromnetze: Zu viel verdient? (Sueddeutsche)
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„Keine andere Branche, in der die Marktführer auch nur annähernd so profitabel sind“: Ohne die Verteilnetze läuft nichts im Land, kein Mensch bekommt Strom, keine Batterie lädt. Eine Analyse kommt nun auf kaum fassbare Renditen....
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15.06.26 - 13:18
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Listen to manufacturers and unions: high electricity prices are killing industry | Nils Pratley (The Guardian)
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Make UK and TUC are right – ministers need a proper strategy to cut energy costs before there are more closuresBritain 'faces deindustrialisation' without relief from high energy pricesThe manufacturing lobby group, Make UK, and the Trades Union Congress have picked a bad moment to plead for urgent relief for the nation's industrial companies from sky-high electricity prices. The cabinet is tearing itself apart over defence spending, so even a “one minute to midnight” call for an extra £3bn for manufacturers is likely to be shunted into the long grass of things to be ignored until after the likely Labour leadership contest.But the two bodies are correct on their main points. The cost of energy in the UK is a heavy drag on business competitiveness. Ministers' talk about serious industrial revival is wishful thinking while UK companies are paying the highest electricity prices in the G7, including four times as much as US counterparts. High prices also cut across most of the big items on the gove...
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14.06.26 - 19:45
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Die Batterie speichert Strom hier – die Grube dafür liegt anderswo (Tichys Einblick)
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Überall im Land sollen gigantische Batteriespeicher entstehen: Zuverlässige Kraftwerke werden in die Luft gesprengt.. --- Für 1 GWh Batteriespeicher müssen in Bergwerken oder Tagebauen grob 55.000 bis 135.000 Tonnen Erz und Gestein bewegt, gebrochen, gemahlen, aufbereitet und chemisch verarbeitet werden. Mit einer Lastwagenladung ist das nicht transportiert. Das entspricht 2.200 bis 5.400 schweren Lkw-Ladungen.. --- Und diese Gigawattstunde reicht bei deutscher Durchschnittslast im Netz rechnerisch nur gut eine Minute.. --- Jetzt soll nicht nur ein Anschluss für eine Gigawattstunde gebaut werden, sondern es gibt bereits Anschlusszusagen für 46 GWh. Das wären grob geschätzt 2,5 bis 6,2 Millionen Tonnen Erz und Gestein. Und diese 46 GWh würden Deutschland rechnerisch nicht einmal eine Stunde versorgen..
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14.06.26 - 19:39
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America′s Energy Future Is Being Decided In Obscure Utility Commission Races (ZeroHedge)
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America's Energy Future Is Being Decided In Obscure Utility Commission Races
Authored by Elizabeth Gianini via RealClearEnergy,
Most Americans could not name a single member of their state Public Service or Utility Commission (PSC/PUC).
Radical climate activists are counting on that.
Across the country, radical climate activists and left-wing environmental organizations are pouring millions of dollars into obscure utility commission races because they understand something many voters do not: these commissions increasingly influence the future of America's electric grid.
These regulatory bodies decide how electricity is generated, how transmission infrastructure is built, how quickly power plants retire, how new resources are integrated into the grid, and ultimately how much Americans pay for electricity and whether the lights stay on when the system is under stress.
In Georgia, radical climate activists invested heavily in the 2025 PSC races, helping defeat Republican commissioners who suppo...
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