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Monthly Market Tracker · transformers

Monthly Market Tracker: Distribution Transformers

August 2026 · Published August 24, 2026 · 11 pages

Current lead times and supplier capacity for distribution transformers, synthesized from public sources and refreshed monthly. The August 2026 edition covers the DOE efficiency-standards docket (EERE-2026-BT-STD-0133) whose comment period closed with no NOPR yet filed, the inverted association comment record in which every major utility bloc opposed repeal, the amorphous-core share still exposed to the April 23 2029 compliance date, and two domestic capacity commitments (Heron Power at Morgan Hill, Southwire at Starkville) that add no conventional pad-mount or pole-top line.

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