Reconductoring programmes (HTLS and advanced conductors)
BOTTLENECKNexans holds concentrated HTLS conductor supply and manufacturing bottlenecks prevent second sources from meeting FERC Order 1920 demand.
Replacement of conventional conductors with high-temperature low-sag conductors on existing structures, doubling capacity within existing right-of-way. HTLS conductor OEMs benefit from supply constraints. FERC Order 1920 mandate drives utility evaluation and procurement.
What the evidence shows
Two largest suppliers control 42-45% combined market share, with significant barriers for new entrants.
dataintelo.comRESCORED JUL 2026oligopolyscaling3 companies
Who controls it
NexansTS Conductor Inc.APAR
Where it sits in the stack
Takes in: Existing transmission structures; HTLS conductor supply (L2.4.2)
Sends on: Doubled line capacity without new right-of-way
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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