> Transformer demand is real, but what percentage of your electricity bill do you think goes to spending on those transformers
It's not just about the price of transformers (which have gone up!), lead times have gone up too - any infrastructure project involving transformers will be delayed by varying amounts - including grid-connected solar, at a time when energy prices are going insane.
It's not just about the price of transformers (which have gone up!), lead times have gone up too - any infrastructure project involving transformers will be delayed by varying amounts - including grid-connected solar, at a time when energy prices are going insane.