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Renewable Energy & Drives (US) / Severn Drives & Energy (UK) — Installed-base condition and refurbishment records for critical power equipment (large power transformers, MV switchgear, UPS, STATCOM/power electronics): windings inspection results, contact and mechanism service findings, wear-part replacement history, control-upgrade records, and duty-tested post-refurbishment results. Layered on top: first-hand OEM quoted delivery times from orders the firm's own team has placed (switchgear quoted two to three years out) alongside the published 2026 lead-time index figures (large power transfo…
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Installed-base condition and refurbishment records for critical power equipment (large power transformers, MV switchgear, UPS, STATCOM/power electronics): windings inspection results, contact and mechanism service findings, wear-part replacement history, control-upgrade records, and duty-tested post-refurbishment results. Layered on top: first-hand OEM quoted delivery times from orders the firm's own team has placed (switchgear quoted two to three years out) alongside the published 2026 lead-time index figures (large power transformers past 120 weeks, up to ~4 years for high-capacity US units) and a ~77% power-transformer price rise since 2019 — plus a refurbish-versus-replace decision record showing when life-extension is chosen over new procurement to meet project dates.
From 20 yearsCoverage Industrials · UtilitiesAsset class Equities
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Renewable Energy & Drives (US) / Severn Drives & Energy (UK) — Installed-base condition and refurbishment records for critical power equipment (large power transformers, MV switchgear, UPS, STATCOM/power electronics): windings inspection results, contact and mechanism service findings, wear-part replacement history, control-upgrade records, and duty-tested post-refurbishment results. Layered on top: first-hand OEM quoted delivery times from orders the firm's own team has placed (switchgear quoted two to three years out) alongside the published 2026 lead-time index figures (large power transfo…
Renewable-d offers (Alternative, Supply Chain, Fundamental) — Not disclosed. Structurally asset-dense: each refurbished transformer, switchgear panel, UPS or STATCOM yields a condition-assessment and duty-test record, accumulated across a stated multi-year case history at roughly 11 staff across two offices (US + UK) — plausibly low thousands of asset records rather than millions. Request the installed-asset count for the real figure.
A refurbishment-versus-replacement substitution index: how much installed capacity can be life-extended rather than re-bought, which is a direct demand-offset signal against the transformer and switchgear order books that headline lead-time indexes do not capture; equipment failure-mode and wear-part incidence data from the installed base (reliability modelling, spares demand forecasting); secondary-market and refurbished-equipment pricing; commissioning-delay and project schedule risk for datacentres, renewables and grid reinforcement; and time-stamped first-hand OEM delivery quotes as ground truth to validate published lead-time indexes
The data is with 20 years of history.
Coverage spans US, UK, Europe; Electrical Equipment & Components, Electric Utilities, Other Professional Services; alternative, supply_chain, fundamental; equities.
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