I’m surprised they can find the transformers. As I understand it even without any government subsidy transformer production backlog is through 2030. We had a Te

I’m surprised they can find the transformers. As I understand it even without any government subsidy transformer production backlog is through 2030. We had a Tesla super charger site near us sit idle for over a year waiting for a transformer. A family member is a lead on transformer manufacturing at hitachi and they can’t build transformer production capacity fast enough to keep up with the rate of change of orders. https://www.utilitydive.com/news/electric-transformer-shortage-nrel-niac/738947/ https://www.utilitydive.com/news/electric-transformer-shorta...