Trump signed an executive order on August 26 declaring a national emergency to protect the US power grid from foreign-produced equipment. The order targets transformers, generators, inverters, and software that may contain hidden communication devices. The Department of Energy has 120 days to issue implementing regulations. China accounts for roughly 80% of global solar and battery inverter manufacturing capacity according to the International Energy Agency. Utilities will need to assess and replace at-risk equipment, which could require substantial investments in domestic manufacturing.
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