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US generator step-up transformer lead time reported by SemiAnalysis, June 2026

3–4 yrobserved

Value kindobserved — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range.
ScopeUS generation-connected GSUs, as reported by SemiAnalysis. Wood Mackenzie's Q2 2025 GSU average was 143 weeks. Neither source splits buyers by reservation status. Load-serving substation transformers have a separate lead-time claim.
As of2026-06
SourceSemiAnalysis, US Grid Constraints, June 25, 2026 · Gas turbine and generator step-up transformer lead times extended to three to four years
Reviewchecking…review by 2027-01-05 · fast cadence
Recorded changeslast 2026-10-19 · 6 revisions tracked
Claim idgsu-transformer-lead-time-standard-power

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