Earlier quoted context omitted.
The big risk is a bunch of transformers blow up, essentially taking the grid down. Since we would have to bootstrap the grid again without the advantage of the grid... this would likely set civilization back pretty far, a new dark age is far from impossible.
From my understanding it mostly effects large pieces of metal like copper lines but would be unlikely to create a significant charge in small electronics and wouldn't destroy solar panels or the vast majority of components. Any transformer pieces that are in a disassembled state prior to the event would be easy to put together and bootstrap any such event. Some locations like inside concrete buildings or under ground…
Covid was enough to create an international backlog of transformers, and that was with a normal rate of attrition.