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[–] 2 points 1 month ago*

This is supposedly targetting China

Approximately 450 large Chinese power transformers (rated above 10,000 kVA) have been imported into the U.S. grid since 2006. Critically, over 360 of these are Large Power Transformers (LPTs) exceeding 100,000 kVA

There are significant orders from utilities to China for new Transformers. The US has a 2.5 year queue overall for transformer delivery, which would lengthen considerably, and the existing Chinese transformers would also need to be replaced.

The order is also designed to make utility solar more expensive, and delayed, for their inverter costs.

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