There is movement on those transformers.
Hitachi announces historic $1 billion USD manufacturing investment to power America’s energy future through production of critical grid infrastructure
https://www.hitachi.com/en-us/press/hitachi-announces-historic-1-billion-usd-manufacturing-investment-to-power-americas-energy-future/
https://www.utilitydive.com/news/reshore-electrical-equipment-backlogs-transformer-breaker-nema/749265/
“Given load growth expectations, fully reshoring transformer production could take years and cost many billions of dollars — if it’s even feasible, Boucher said.
But after years of caution, the industry is giving it a go. Not long before Cliffs announced its now-abandoned West Virginia project, Siemens Energy said it would spend $150 million to build its first high-voltage U.S. transformer factory in North Carolina, where Pennsylvania-based PTT plans a $103 million expansion of an existing transformer manufacturing facility. Last month, MGM Transformers and VanTran Transformers opened a 430,000 square-foot plant in central Texas.
These and other capacity-boosting projects could help ease electrical equipment backlogs as U.S. utilities, data center operators and other energy-hungry customers look for components wherever they can.”