Power transformers
$161.7bn10,799 projects across 4 sectors: Power & renewables, Grid, Transmission, Data centres
Setcoin Equipment Map
What the world’s pipeline will buy — and where supply will run short.
Every pre-FID project on the Atlas, translated into the equipment it will tender: by category, region and lead time, set against what suppliers can actually deliver.
$2.99tnmodeled equipment demand, pre-FID pipeline
15,427projects with a capex figure
$632.5bnin categories with critical lead times
8,670projects consented, EPC not yet awarded
01 · The lead-time wall
Demand by category, coloured by supply risk
Bar length is modeled demand; the label is the delivery lead time from an order placed today.
Turbines & modules12,337 projects · 1 sector$809.9bn12–24 mo · Normal
BESS containers12,337 projects · 1 sector$289.2bn12–18 mo · Normal
Power transformers14,853 projects · 4 sectors$288.4bn48–66 mo · Critical
Liquid cooling & CDU127 projects · 1 sector$232.6bn18–30 mo · Tight
Balance of plant12,337 projects · 1 sector$231.4bn12–18 mo · Normal
Inverters & converters12,337 projects · 1 sector$154.3bn12–18 mo · Normal
Cable & overhead line2,389 projects · 2 sectors$142.4bn30–48 mo · Critical
UPS & standby generation127 projects · 1 sector$139.5bn24–36 mo · Tight
Structural & envelope321 projects · 3 sectors$129.7bn12–18 mo · Normal
MV switchgear127 projects · 1 sector$93.0bn30–42 mo · Critical
White space & busway127 projects · 1 sector$81.4bn12–18 mo · Normal
MV/HV switchgear2,389 projects · 2 sectors$73.1bn30–42 mo · Critical
Critical — order now or miss the windowTightNormal
02 · Where the demand sits
Region × category heatmap
Darker cells hold more modeled demand. Hover a cell for the value and project count.
Turbines & modulesBESS containersPower transformersLiquid cooling & CDUBalance of plantInverters & convertersCable & overhead lineUPS & standby generationUnited States$85.2bn$82.5bn$162.4bn$97.5bnEurope & UK$577.9bn$206.4bn$161.7bn$165.1bn$110.1bn$102.4bnCanada$61.5bn$36.9bnAsia-Pacific$82.6bnLatin AmericaMiddle East & Africa
03 · Joint tender pools
Same kit, same region, different sectors
Projects that never meet in one queue still buy the same transformers, switchgear and cable. Grouped, they can tender together — better slots, better prices.
Cable & overhead line
$102.4bn311 projects across 2 sectors: Grid, Transmission
Structural & envelope
$96.7bn112 projects across 3 sectors: Data centres, Semiconductors, Manufacturing
Power transformers
$82.5bn2,264 projects across 4 sectors: Power & renewables, Grid, Data centres, Transmission
MV/HV switchgear
$49.0bn311 projects across 2 sectors: Grid, Transmission
Cable & overhead line
$33.3bn1,852 projects across 2 sectors: Grid, Transmission
04 · The supply side
What suppliers can deliver
31 suppliers screened on capacity, backlog and slot availability, and matched to the pipeline above.
Production-slot risk
Low6
Medium5
High3
Share of screened suppliers by how hard it is to secure a production slot today.
Capacity coming online
- Caterpillar (incl. Solar Turbines)Large-engine capacity ~3× 2024; Solar Turbines 2.5×; Wamego repurposed for Solar packagingUS · 2026–2029 · under way
- EatonBellevue (Omaha) NE switchgear plant — 370k sq ft, AIS and GIS, 200+ jobsUS · 2027 H1 · announced
- Siemens EnergyUS $1bn: Charlotte LPT factory + GT restart, Winston-Salem components, Raleigh grid engineering (1,500 jobs)US · 2027–2028 · construction started
- Schneider ElectricMt. Juliet TN MV switchgear campus (building 2 under construction)US · 2026–2027 · part operating
- Schneider Electric$700m US manufacturing investment through 2027US · 2025–2027 · under way
- Applied MaterialsChandler AZ critical-component manufacturing facilityUS · 2027 · announced
05 · Who uses it
One map, three decisions
OEMs & suppliers
See demand 12–36 months before the RFQ, by category and region, and plan capacity and sales coverage against it.
Setcoin for Vendors →EPCs & developers
Lock long-lead items early, join a tender pool, and show lenders a procurement plan that survives the lead-time wall.
Setcoin for Developers →Lenders & investors
Test schedule risk in diligence: which projects depend on critical-lead equipment that is not yet ordered.
Setcoin for Capital →Demand is modeled: filed capex where a record carries one, otherwise capacity × a sector rate, split by fixed sector shares per equipment category. Lead times are market ranges, not supplier quotes.
Equipment Map
About the Equipment Map
What is the Setcoin Equipment Map?
A view of what the world's infrastructure pipeline will buy: modelled equipment demand across 15,427 pre-FID projects, by category, region and lead time, with the supply risk for each category and the vendors that can deliver.
How is demand modelled?
Each sector's capex splits into known equipment shares. Those shares are applied to every pre-FID project with a filed or modelled capex, then summed by category and region. It is a model of demand, not a list of orders.
What is a joint tender pool?
A group of projects in the same region that need the same equipment around the same time, often across different sectors. Buying together can secure manufacturing slots and better terms when lead times are long.
Which equipment is hardest to get?
Categories flagged Critical have the longest lead times relative to demand — Power transformers, Cable & overhead line, MV switchgear, MV/HV switchgear. Projects that need them should reserve slots before FID.