Get hourly updates on major manufacturers like LS ELECTRIC, Sanil Electric, Iljin Electric, and Hyosung Heavy Industries, including the latest contracts and market trends in power grids and distribution.
HD현대중공업이 미국 데이터센터용 1,000MW 규모의 발전설비 공급 계약(약 675억 달러)을 체결하며 미국 전력 인프라 시장에서 입지를 다졌습니다. 또한 Siemens Energy는 가스 터빈 백로그가 70GW에 육박하는 사상 최대치를 기록하고 2030년까지 변압기 생산 능력을 50% 늘리겠다고 발표하여, AI 데이터센터 수요 폭증에 따른 공급망 긴장감이 고조되고 있음을 보여주었습니다.
APTRANSCO in India has expanded transformer procurement, securing Atlanta Electricals a 193.92 crore order for twelve 160MVA autotransformers. Meanwhile, Hitachi Energy's India operations reported higher net profit and order backlog for Q1 2026, and Siemens Energy continues to draw market interest driven by strong orders and backlogs.
Australia's AusNet has signed a transformer supply contract with Hyosung Heavy Industries worth AUD 300 million (USD 210 million). Meanwhile, GE Vernova reported a massive USD 1.76 trillion backlog in Q2, with Siemens Energy set to announce its earnings on August 5. The global HVDC market is projected to reach USD 67.6 billion by 2036, as manufacturing capacity and lead-time pressures persist.
AusNet in Australia has signed a $300 million contract with Hyosung Heavy Industries to supply UHV transformers. Meanwhile, Delta Electronics is more than doubling its 2026 capital expenditure to boost energy infrastructure for HVDC, and GE Vernova’s gas turbine backlog has reached 116GW, underscoring strong industrial demand.
Hyosung Heavy Industries has landed a $300M transformer contract with AusNet in Australia and a hydropower project in Brazil, signaling a surge in global expansion for Korean OEMs. Meanwhile, GE Vernova’s gas turbine backlog has hit 116GW, as the global shortage of transport transformers continues.
GE Vernova가 Q2 실적 발표에서 가스터빈 백로그를 116GW로 끌어올리며 AI 데이터센터 수요를 주도하고 있으며, Sumitomo와 Van Oord 컨소시엄은 영국 SSEN과 HVDC 장기 공급 협약을, HD Hyundai Electric은 2026년 주문 목표를 $5.185B로 상향했습니다.
All eyes are on GE Vernova ahead of their July 22nd earnings report. The global HVDC market is projected to hit $67.6 billion by 2036, while HD Hyundai Electric has raised its annual order target by 23% to $5.185 billion.
The global HVDC market is set to reach $6.76 billion by 2036, with a Sumitomo Electric and Van Oord consortium landing a major long-term Scotland HVDC contract. Meanwhile, India’s Supreme Power Equipment secured an order for a 330kV power transformer worth ₹13.60 crore (approx. $1.63 million).
Sumitomo Electric and Van Oord have secured the design contract for the UK’s Shetland 2 HVDC project, while GE Vernova’s electrification segment logged $2.4 billion in data center equipment orders in Q1, highlighting how AI and renewable energy demand are driving the power equipment industry. Meanwhile, GE Vernova shares fell 4.02% on the 13th due to profitability concerns in its wind segment and supply chain bottlenecks.
Sumitomo Electric and Van Oord have landed an engineering deal for the 525kV UK-Scotland HVDC link. Meanwhile, HD Hyundai Electric has raised its 2026 order target to $5.185B, fueled by surging North American data center demand. High-voltage direct current (HVDC) and transformer orders are being pushed to new heights by the power needs of AI-driven data centers.
델타 일렉트로닉스가 AI 데이터센터의 HVDC 전원 수요 확대를 예고한 가운데, 시장은 GE 베르노바의 2분기 실적 발표와 시멘스 에너지의 밸류에이션 조정에 주목하고 있습니다.
인도 정부의 중국산 부품 수입 임시 허가 여파로 글로벌 변압기 제조사들의 주가가 흔들리고 있어요. 효성중공업은 호주에서 대규모 계약을 따냈고, GE 버놀바는 데이터센터 전력 수요를 등에 업고 성장을 이어가고 있습니다.
Transformers and Rectifiers (India) saw shares rise after a ₹100 billion order from PGCIL, while GE Vernova emerged as a major AI beneficiary with $2.4 billion in Q1 2026 data center equipment orders. Meanwhile, Norway’s Aker Solutions secured a major offshore wind HVDC contract, signaling accelerated investment in green energy infrastructure.
Transformers & Rectifiers (T&R) is surging following a massive ₹100 billion order from PGCIL, while European offshore wind HVDC projects continue to expand. Siemens Energy is boosting investor confidence with a €1 billion share buyback and potential spin-off plans ahead of its Q3 earnings report.
Transformers & Rectifiers (TARIL) stock jumped 6% following a massive order worth over 100 billion rupees (approx. 120 billion KRW) from India’s PGCIL. Meanwhile, order momentum for global power equipment firms is strengthening with new HVDC subsea component contracts for European offshore wind and a 7-unit 400 MVA transformer supply deal for the Finnish grid. Siemens Energy continues to see stock volatility due to margin concerns despite a record backlog.
Hitachi Energy has secured a €770 million converter station contract for the Italy-Tunisia HVDC project, while the global transformer market is projected to grow from $21.9B in 2024 to $33B by 2034. Meanwhile, Siemens Energy is facing stock volatility despite record backlogs, and efforts to strengthen the North American transformer supply chain are underway.
Hitachi Energy has landed a €770M deal for converter stations to link Italy and Tunisia, while the global transformer market is projected to reach $33B by 2034 with a 4% CAGR. Meanwhile, Siemens Energy shares dipped 6% despite the EU's €1 trillion grid expansion roadmap.
The massive HVDC interconnector project between Europe and North Africa, along with U.S. transformer lead times stretching beyond two years, highlights a global supply crunch. Jefferies maintains a bullish outlook on the T&D sector, signaling strong appeal for Siemens Energy and Hitachi Energy as data center demand intensifies bottlenecks.
Siemens Energy is hitting a record €17.7B in quarterly orders, fueled by the massive demand for AI data center power. Meanwhile, Hitachi Energy is acquiring Canada’s Canduct to boost North American transformer supply, and Jefferies analysts are bullish on Indian transformer manufacturers.
Türkiye’s Europower Enerji has landed a $10.8 million contract to supply high-voltage transformers to U.S. firms, while Siemens Energy reports a record €17.7B in quarterly orders and plans to spin off its industry division. Jefferies remains bullish on Hitachi Energy and Siemens Energy within the Indian power equipment market.
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