NEURA supply risk index
Shortage Command Center
Risk is a calculated view of lead time, lead-time acceleration, demand growth, factory capacity, supplier concentration, alternatives and geopolitical exposure — never a hard-coded market fact.
0–25 Low
26–50 Moderate
51–70 Elevated
71–85 High
86–100 Critical
Gas Turbines
Generation · primary regions US, DE, JP, IT
Supply risk
97CRITICAL
Lead time
210wCRITICAL
Qualified suppliers
5
Alternatives
2
Expected improvement
2030
Primary constraint: Hot-gas-path slot allocation
SOURCE OEM earnings callsLEVEL B · Primary publicLAST VERIFIED 2026-06-14MEDIUM
Large Power Transformers
Power · primary regions EU, KR, TR, IN, US
Supply risk
94CRITICAL
Lead time
148wCRITICAL
Qualified suppliers
14
Alternatives
3
Expected improvement
2029+
Primary constraint: GOES steel & bushing capacity
SOURCE Manufacturer quotations (n=6)LEVEL A · Verified directLAST VERIFIED 2026-07-28HIGH
MV Switchgear
Power · primary regions EU, US, MX, IN, CN
Supply risk
78HIGH
Lead time
74wSEVERELY CONSTRAINED
Qualified suppliers
26
Alternatives
7
Expected improvement
Q3 2027
Primary constraint: Vacuum interrupters, relays
SOURCE Distributor quotationsLEVEL A · Verified directLAST VERIFIED 2026-08-02HIGH
Diesel Generators (≥3MW)
Generation · primary regions US, UK, DE, IN, CN
Supply risk
66ELEVATED
Lead time
62wSEVERELY CONSTRAINED
Qualified suppliers
18
Alternatives
6
Expected improvement
Q1 2027
Primary constraint: Alternator and controls supply
SOURCE Market intelligenceLEVEL D · Market intelligenceLAST VERIFIED 2026-07-11MEDIUM
Chillers (>1000 TR)
Cooling · primary regions US, EU, CN
Supply risk
61ELEVATED
Lead time
46wCONSTRAINED
Qualified suppliers
12
Alternatives
5
Expected improvement
Q2 2027
Primary constraint: Compressor lead times
SOURCE Trade publicationLEVEL C · High-quality secondaryLAST VERIFIED 2026-05-30MEDIUM
Coolant Distribution Units (CDU)
Liquid cooling · primary regions US, TW, CN, DE
Supply risk
54ELEVATED
Lead time
24wNORMAL
Qualified suppliers
31
Alternatives
12
Expected improvement
Q4 2026
Primary constraint: Pump and PHE allocation
SOURCE Supplier confirmations (n=9)LEVEL A · Verified directLAST VERIFIED 2026-08-05VERY HIGH
UPS (≥1.5MW modules)
Power · primary regions US, EU, CN, IN
Supply risk
42MODERATE
Lead time
30wCONSTRAINED
Qualified suppliers
21
Alternatives
9
Expected improvement
Improving
Primary constraint: IGBT and capacitor supply
SOURCE Manufacturer quotationLEVEL A · Verified directLAST VERIFIED 2026-07-22HIGH
Quick Disconnects
Liquid cooling · primary regions US, TW, DE
Supply risk
38MODERATE
Lead time
14wNORMAL
Qualified suppliers
9
Alternatives
4
Expected improvement
Improving
Primary constraint: Precision machining capacity
SOURCE Supplier emailLEVEL A · Verified directLAST VERIFIED 2026-08-01HIGH
Busway
Power · primary regions US, EU, IN
Supply risk
34MODERATE
Lead time
20wNORMAL
Qualified suppliers
17
Alternatives
8
Expected improvement
Stable
Primary constraint: Copper allocation
SOURCE Distributor estimateLEVEL D · Market intelligenceLAST VERIFIED 2026-07-04LOW
Racks & Enclosures
White space · primary regions US, MX, EU, CN
Supply risk
18LOW
Lead time
10wFAST
Qualified suppliers
44
Alternatives
20
Expected improvement
Stable
Primary constraint: None material
SOURCE NEURA procurement recordLEVEL A · Verified directLAST VERIFIED 2026-08-06VERY HIGH