Why Supplier Capacity Is the New Schedule Risk for Utility CapEx Projects

Limited supplier capacity is emerging as a major schedule risk for utilities.  

Demand across transmission, distribution, and substation projects continues to surge with the AI boom, while execution capacity remains constrained. Large, qualified suppliers are often heavily committed, while smaller suppliers may not reflect deployable execution capability.  

Our latest GEP bulletin explains why capacity planning must start earlier and how utilities can align sourcing strategies with deliberate supplier prequalification to drive schedule certainty. 

What’s Inside:

• Identify where capacity constraints are most severe
• Examine structural limits in utility sourcing
• Five strategies for capacity-constrained markets

Essential reading for utilities managing large-scale infrastructure programs.