The list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why skyrocketing lead times and prices for grid equipment that raises or lowers voltage is a real problem.
The wait for a new transformer has jumped to over two years, according to WoodMackenzie. Back in 2020 it took just a few months, according to Tim Mills, CEO at transformer manufacturer ERMCO. WoodMackenzie found that prices, meanwhile, have risen over 60% since 2020.
So what’s causing the shortage?
In this episode, Shayle talks to Tim about how rising demand for transformers has pushed manufacturers to capacity – and why it’s been so hard for manufacturers to expand that capacity.
They also cover topics like:
Recommended resources:
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you’re a startup, investor, enterprise or innovation ecosystem that’s creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like residential solar and electrification. FDIC-insured with market-leading savings rates, cash-back checking, and zero fees. Get an account in minutes at joinatmos.com.
Financing first-of-a-kind climate assets
What do you do with a 100-hour battery?
Update: What the new Treasury rules mean for EV supply chains
EV charging on both sides of the pond
The cost of nuclear
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
The Volts crossover episode
The market for microgrids
The pace of home electrification
How is U.S. industrial policy affecting actual climatetech investment?
What electric forklifts teach us about creative policy [partner content]
Climate tech startups need strong techno-economic analysis (TEA)
Reviving the stagnant plant based meat market
Fixing interconnection
Stopping geoengineering, by accident
The food-energy nexus
Can the V2X dream become reality?
Seeking the holy grail of batteries (Rerun)
Navigating the electricity gauntlet
Beaming 24/7 solar… from space
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot
Darknet Diaries