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πŸ“‹ Monthly Intelligence

Monthly Brief

Issue #001 Β· June 2026

DATASET 1 β€” HV TRANSFORMER LEAD TIMES EUROPE

Source: GridReadiness direct manufacturer contacts Β· Updated June 2026 Β· 14 manufacturers Β· 6 countries

Manufacturer Country Lead Time (months) ANSI/IEEE 60Hz Tier
Schneider Electric France 18–26 βœ“ Available Second-tier
Efacec Portugal 20–28 βœ“ Available Second-tier
TMC Italy 20–28 βœ“ Available Second-tier
Pauwels Belgium 24–32 βœ“ Available Second-tier
Imefy Spain 22–30 On request Second-tier
ABB Switzerland 48–60 Available Major OEM
Siemens Energy Germany 48–60 Available Major OEM
Hitachi Energy Japan/Global 48–60 Available Major OEM
GE Vernova USA/Global 60+ Available Major OEM Β· $100B+ backlog

Data as of June 2026. Lead times are indicative for standard HV power transformers. Specifications and delivery windows vary. Contact GridReadiness for current availability and project-specific quotes. Subscribe for monthly updates β†’

DATASET 2 β€” RTE GRID CONNECTION TIMELINES FRANCE

Source: RTE public documents + GridReadiness field verification Β· Updated June 2026

Connection Type Timeline Conditions Capacity Range
Brownfield (existing HV) 18–36 months Former industrial site with 63kV+ connection 10–500 MW
RTE Fast-Track (4 sites) Compressed (TBD) CRE-approved procedure Β· pre-reservation available 400–1,000 MW
Greenfield (new connection) 3–5 years Full RTE study + works required Any
US (Northern Virginia) 7–10 years Grid saturation Β· PJM interconnection queue Any

DATASET 3 β€” FRANCE AI DATA CENTER SITE INDEX

Source: DGE + RTE + GridReadiness proprietary research Β· Updated June 2026

Public Sites (Government Programme) Total identified: 63 sites Β· 26 publicly confirmed Β· 1,100+ hectares
Sites with 1 GW+ capacity: 8 of 26 confirmed
RTE fast-track: 4 sites Β· 400–1,000 MW Β· CRE approved May 7, 2025
EDF brownfield: 3 announced (Moselle, Seine-et-Marne, Loire-sur-RhΓ΄ne AMI open)
Major commitments (Choose France 2026): SoftBank 3.1 GW Β· Ardian 500 MW Β· Nebius 240 MW
GridReadiness Proprietary Database Additional hidden brownfield sites identified: 40+
Categories: Former aluminum smelters Β· EDF thermal plants Β· Steel mills Β· Chemical complexes Β· Military bases Β· Paper mills Β· Automotive plants
Methodology: BASIAS Γ— Cartofriches Γ— RTE network map (5km filter)
Full database access: GridReadiness consulting clients only Β· Request access β†’

DATA SOURCES AND METHODOLOGY

All GridReadiness data is derived from: direct manufacturer procurement contacts; RTE public documentation and field verification; government programme announcements (DGE, Choose France, CRE); cross-referencing BASIAS, Cartofriches and RTE network maps. Full methodology at /methodology.

Data is updated monthly. Transformer lead times represent standard HV power transformers (40-200 MVA range) and are subject to change based on market conditions. GridReadiness makes no warranty on lead times for specific procurement enquiries β€” direct manufacturer engagement is required for confirmed delivery windows.

Citation: GridReadiness AI Infrastructure Data, June 2026. gridreadiness.com/data/ β€” freely citable with attribution.