Mon, Jul 20

NEWS: The country’s hydro supply chain is drying up. 💧

  • The details: It’s not just drought hindering hydro generation. It’s getting increasingly tricky to source the custom-built large-power transformers (LPTs) that help whizz water power from turbines to homes and businesses. A sobering stat: One LPT unit can cost up to $10M, according to a recent report from the National Laboratory of the Rockies.

  • This report lays out the supply chain struggles, including 1) a shortage of manufacturing know-how 2) years-long equipment waitlists and 3) permitting and regulatory delays.