As nations elevate their ambitions in renewable energy and electrification, high-voltage cables have emerged as a linchpin in the global economy's decarbonization efforts. However, these cables are currently facing significant constraints. In an interview with Bloomberg, Claes Westerlind, CEO of Danish cable manufacturer NKT, highlighted that the surging global demand for high-voltage cables poses a threat to the advancement of the clean energy revolution. The manufacturing process for these massive cables is intricate and capital-intensive, and despite the escalating demand, manufacturers remain hesitant to expand their production capacities. High-Voltage Direct Current (HVDC) cable technology, which is ideal for long-distance power transmission, is currently in high demand, with production facilities fully booked. Moreover, the investment required for new plants is astronomical. Furthermore, expertise and technology in this field are concentrated within a small number of companies, creating a high barrier of entry for new players. Adding to these challenges, geopolitical tensions have further complicated the situation.