The current supply chain challenge of getting electrical transformers.
If the article is correct, housing development is already being delayed by the demand backlog for these. As states like NY and CA move to require all new buildings to be electric only, it could compound this problem.
The essential cause is lack of production of the specialized steel and the mind-numbingly stupid tariffs on imported steel.
This could all turn around. Supply has a habit of responding to demand. But it doesn't always happen quickly.
especially because of tariffs. Democrats = republicans = bernie sanders