59% of electric power in America comes from coal and natural gas, and there are years-long waiting lists for components like large transformers. This couldn't even be done in three years if there was political unanimity and a Great Leap Forward style crash program around it.https://twitter.com/thehill/status/1439046767622774785 …
They are really large and complex components that take years to build, and require lead time. Not many are sold a year. It's kind of a similar situation to very expensive machine tools, aircraft, or semiconductor fabrication. Not a supply line you can ramp up fast.