EU’s provisional GOES safeguard on grain-oriented electrical steel, cores and laminations starts 25 September 2026 for 155 days. Quotas carry thresholds from €2,800 to €5,600 per tonne, plus a €1,140/tonne duty on cores inside imported transformers.
Bloom Energy has introduced an 800 VDC architecture that delivers direct DC power to AI data centres from solid-oxide fuel cells, eliminating several transformer and switchgear stages. The company projects $3.6 B capex and $5.5 B TCO savings at 1 GW.
Analysis of Cuba’s 18 September 2026 grid collapse from a high-voltage transmission failure, covering cascading blackout mechanics, fuel constraints, ageing assets, and engineering lessons for grid resilience programmes.
Hitachi Energy will invest USD 528 million in a new transformer factory in Gallman, Mississippi, creating more than 700 jobs and doubling U.S. production capacity, with output scheduled to start in 2029.
Iberdrola Valencia grid repairs complete: €100 M post-flood restoration, 940 transformer stations upgraded, 20 substations refurbished, 460 pylons rebuilt, plus a €2 B follow-on investment plan through 2031.
Hyosung Heavy Industries has secured $286 million in transformer orders from two major US tech companies, covering 765 kV and 345 kV ultra-high-voltage equipment for new AI data centres in the southern and northern United States.
EDP energised its Lot 2 Piauí transmission project 34 months ahead of the Aneel regulatory deadline, including 522 km of line, the 730 MVAr São João do Piauí 2 substation, and an additional R$154 million in annual permitted revenue for EDP Brasil.
RWE and Masdar sign a $3.6 B MoU targeting Germany’s 2027 offshore wind auctions, building on 3.6 GW of UK joint operations and the 3 GW Dogger Bank South project. Demand points to 245 kV offshore substations and 66 kV array transformers.
PTSC M&C ships four offshore substations for Poland’s 1.5 GW Baltica 2 wind project. Vietnam-built topsides mark a first for European offshore wind supply chains, covering 16,000 t of steel, EPC scope and 2027 commissioning targets.
A fire at the 40-year-old BART Daly City traction substation knocked out four of five rail lines, renewing attention on ageing US rail power. This analysis covers the HVAC failure mechanism, asset reliability decay, and the $3.5 B BART bond gap.