Transformer Lead Times Are 3 Years. The Winners Have Contracts.
GE Vernova, Eaton, and Siemens Energy are locking in supply. Backlog math is the tell.
October 1, 2026
BHP’s Escondida Heads Into Mediation After Supervisors Reject Final Wage Offer
A near-95% strike vote at the world's largest copper mine adds fresh supply risk to a metal already up about…