American logistic expert reports from China video: Another casualty of the trade wars: now US don’t have transformers 美國物流專家發中國影片：貿易戰又一受害者：美國現在沒有變壓器了

https://youtu.be/JnH0-loswYI?si=e7zEe9eN1jgqnUdV
https://www.tiktok.com/t/ZP8h4jeE2/

American companies can produce just 20% of our capital equipment needs in electrical power and transmission.

The United States will soon need to replace over 30 million power transformers on existing power grids, while somehow meeting the enormous new power demand from factories and AI data centers.

Under US law, all the new components and materials used by electric utilities must be build in the United States.

Wait times for new transformers and switches are now over three years, and costs are rocketing higher.