Supply chains under pressure

This column examines why constraints in the transformer value chain are no longer temporary disruptions, but signs of deeper structural pressure.

by M. Banović



Why strong demand is exposing structural constraints

Demand for power equipment is rising, yet supply chains are becoming more fragile instead of more secure. Why? This column examines why constraints in the transformer value chain are no longer temporary disruptions, but signs of deeper structural pressure shaped by concentrated upstream supply, energy-intensive materials, geopolitical instability, workforce shortages, and limited visibility into emerging bottlenecks.

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