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@americangravity.substack.com

Russia's attacks on Ukraine's power grid don't stay in Ukraine. They create continuous demand for large power transformers, substations, switchgear, and high-voltage engineering. Those assets come from the exact same manufacturing base America depends on to maintain and expand its own grid.

2/10/26, 1:50 pm1 repost0 likes

American Gravity

@americangravity.substack.com

Global infrastructure demands are no longer sequential. They are colliding. What looks like a localized crisis is often a global supply-chain bottleneck. America's next grid constraint may not originate in America at all.