Apparently the disasters like storms, tornadoes, hurricanes and transformer failures are eating up all the supplies of distrbution transformers and manufacturers can’t keep up with the demand. If there were a disaster, the orders for replacements to get the neighborhoods back on the grid may be held up for weeks or more.
https://www.publicpower.org/periodical/article/appa-survey-members-shows-distribution-transformer-production-notmeeting-demand