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Generator step-up (GSU) transformer lead time; up to ~60 mo in constrained markets — a generation/export asset, distinct from the load-serving substation power transformer

~144–208 wkobserved

Value kindobserved — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range.
ScopeGSU units only, where on-site generation or export is in scope. The load-serving substation transformer is the separate claim hv-substation-power-transformer-lead-time-144 (~128 wk average, ~128–208 wk).
CaveatIndices diverge in mid-2026: VAWN's August index still lists GSUs at 144 wk (power/substation 160+ wk) while SemiAnalysis reports US GSU lead times of three to four years. Treat the bottom of the range as reservation-holding buyers and the top as new orders.
As of2026-08
SourceVAWN index (Aug 2026): GSU 144 wk; SemiAnalysis (Jun 2026): US GSUs 3–4 yr (~156–208 wk); Wood Mackenzie Q2 2025: GSU ~144 wk, standard power ~128 wk · Wood Mackenzie Q2 2025 survey: GSUs 144 weeks, standard power transformers 128 weeks
Reviewchecking…review by 2026-09-13 · fast cadence
Recorded changeslast 2026-08-18 · 4 revisions tracked
Claim idgsu-transformer-lead-time-standard-power

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