
Global Transformer Shortage to Last Until 2029
The world is entering a prolonged phase where power transformer supply simply can’t keep up with demand. This isn’t a short-term demand spike. Instead, it’s a full-blown capacity, delivery, and labor crunch. Grid upgrades, generation growth, and surging data center loads are all falling behind schedule because of it. According to the Zhuifeng Trading Desk, analyst

The Silicon Steel Opportunity in U.S. Grid Expansion
Table of Contents 1. The Booming Demand for Silicon Steel Driven by U.S. Grid Expansion In recent years, the U.S. power system has faced three major challenges. These include aging infrastructure, surging electricity demand, and the urgent need to switch to cleaner energy. Grid expansion and upgrades have become essential to address these issues. 1.1

Global Steel Prices Today:What happened?
Domestic Steel Updates Shougang Jingtang Successfully Trials 0.7mm Ultra-Thick Tinplate Shougang Jingtang’s Tinplate Division has achieved a new milestone on its No.2 production line with the successful trial rolling of a 0.7mm ultra-thick tinplate coil. Both surface quality and mechanical performance met all technical control requirements, marking the company’s first industrial trial production of this

CRGO Shortage Trends in India
India’s power sector is entering a critical phase as the country faces a widening gap between domestic CRGO steel supply and rapidly increasing demand. Cold Rolled Grain Oriented (CRGO) steel—also known as transformer steel—is the backbone material used in electric motors, power transformers, and a wide range of electrical equipment. Its ability to reduce core

Demand Surge! China’s 2025 CRGO Exports Break 700,000 mt
Driven by rapid capacity expansion, rising global demand, continuous product upgrades, and coordinated policy support, China’s exports of grain oriented electrical steel (also known as CRGO steel) grew rapidly in 2024. With new high-end production lines coming online in 2025—such as Baosteel’s ultra-high-grade electrical steel project and Angang’s HiB-grade oriented silicon steel—China is expected to

Global Shortage of Transformer Core Steel
Nick de Vries, the chief technology officer at Silicon Ranch, compares a transformer to an interstate on-ramp. It boosts the voltage of electricity from solar plants to match grid transmission lines. “They’re your ticket to ride,” he says. “Without a high-voltage transformer, you don’t have a project.” ButRecently, this ticket has grown much harder to
