An article that deeply buries the lede under elementary facts about electrical transmission.

Transformers are made in specialized factories and use specialized components made in even more specialized factories. Expanding production requires not just immediate demand but commitment to future demand because a factory is a very expensive thing. The big thing is that increased demand often involves a demand that won't continue for a long period of time.

You could see the same thing with both masks and vaccines during covid - ramping up ten factories to meet a temporary demand would be very expensive.