High-Voltage Grid Equipment Supply Faces Pressure From 765-kV Expansion and Data Center Growth
Source Summary
High-voltage grid components are becoming a critical constraint as utilities, transmission developers, OEMs, and hyperscalers compete for equipment. Trench Group CEO Bahadir Basdere discusses supply pressures including two-year lead times for bushings and the challenges of meeting demand from the emerging 765-kV build-out and data center expansion.
Why it matters
Supply constraints in high-voltage equipment directly affect the pace of grid modernization and data center infrastructure expansion, both critical to U.S. energy and digital infrastructure development.
