HVDC land cables (up to plus/minus 800 kV)
BOTTLENECKFewer than five manufacturers worldwide lock customers into decade-long exclusivity deals for these custom-engineered cables.
Specialized extruded or mass-impregnated cables for terrestrial HVDC links up to ±800 kV. Fewer than five qualified manufacturers worldwide; each project requires custom engineering. Makers capture value through integrated converter station contracts and decade-long exclusivity arrangements.
Extruded XLPE or MIND (mass-impregnated non-draining) cables for terrestrial HVDC links; highly specialised with very few manufacturers.
RESCORED JUL 2026near-monopolyscaling2 companies
Who controls it
Prysmian GroupSumitomo Electric IndustriesNexans
Where it sits in the stack
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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