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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.

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.

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