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Tag: #supply-shortage16 results

Transformer Shortage Persists to 2029

Transformer Shortage Persists to 2029

Citi forecasts global high-voltage power transformer supply shortage lasting until 2029, driven by grid upgrades, power expansion, and data center demand. Annual gaps peak at 30% in 2025, with cumulative shortage reaching 1699 GVA by 2028 despite 95% capacity growth by 2030. Bottlenecks include skilled labor shortages, material dependencies, and high capex.

Cable Prices Surge 77% on AI Boom

Cable Prices Surge 77% on AI Boom

Optical cable benchmark prices rose 77% in 1.5 months to 2212 yuan/km as operators like Tianjin Telecom adjust amid AI-driven demand. AI data centers boost need for OM4/OM5 and G.654.E fibers, while drone apps spike G.657.A2; preform rod shortages limit supply. Telco procurements fail or hike limits due to supply-demand mismatch.

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