> Transformers and turbines of any significance are not off the shelf parts and can have lead times of years

Bloomberg had a decent article[0] about transformers and their lead time. They're currently a bottleneck on building. It wasn't paywalled for me.

"The Covid-19 pandemic strained many supply chains, and most have recovered by now. The supply chain for transformers started experiencing troubles earlier — and it’s only worsened since. Instead of taking a few months to a year, the lead time for large transformer delivery is now three to five years. " [0]

[0] https://www.bloomberg.com/features/2025-bottlenecks-transfor...