Transformers are capital-movable but buyer-fragmented: imports were about 80% of US power-transformer supply in 2025 and utilities buy non-standard units, so a pooled order for standard designs, not more money alone, is what gets new factories built.

Evidence 2 passages

• groundsSource document

  In 2025, imports will account for an estimated 80% of US power transformer supply and 50% of the distribution transformer supply.

• groundsSource document

  Utilities must embrace standardization to unlock manufacturing efficiencies

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