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      "text": "Lead times are not expected to be a significant bottleneck for new capacity until lead time exceeds construction time (~18-24 months)\nAging power grid, ongoing supply chain issues, and growing demand for renewable installations are key drivers of the issue\nLead times rose from ~3 months in 2020 to ~12 months in 2022; some utilities reported lead times of ~3 years\nSome market participants believe that lead times will decrease",
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      "text": "… There was a demand shock in 2022, but I think after next year transformer manufacturers will be better prepared to provide the market with transformers. They’re working three shifts a day, and I expect lead times to come down … Project Manager, Engineering Company",
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      "text": "… Solar projects require a lot more transformers compared to a traditional coal plant, you need many dotted around the site which leads to higher demand and longer lead times… Senior VP, EPC",
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      "text": "Solar projects require a lot more transformers compared to a traditional coal plant, you need many dotted around the site which leads to higher demand and longer lead times... (Senior VP, EPC)",
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