Yes this is the most glaring issue. There also two disconnects later in the article: at the end it laments how china has been increasing transformer manufacturing but the US government has done nothing. Then in the next sentence its mentions trumps tariffs have increased transformer costs, I. E. Government action to increase domestic production. It also glosses over the new DOE rule on how transformers are made…so maybe there is a larger story there relevant to the lack of supply.