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Performative Bafflement's avatar

I feel like we have to be talking about really small dollar amounts for there to be no significant regulatory barrier, a 2 year backlog, and prices rising 50-80%.

Indeed, asking o3, it says 50+ Mva transformers go for $3-5M and 100+ go for $5-8M, and if you're only buying 500 of those a year, the whole US transformer industry is ~$2-4B in spend, aka a Congressman's sneeze routinely causes more spending than that.

But with overall spend so low and strategic importance so high, I don't understand why we can't just guarantee a price for any domestic transformers that's twice as high as anywhere else, and wait for somebody (Palmer Luckey, probably) to take that opportunity and produce them domestically.

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Mike's avatar

Fabulous write up! Keep up the good work!

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