As of August 26, 2026, Trump signed an executive order declaring a national emergency and restricting certain transactions involving foreign-made equipment to the bulk power system, including transformers, batteries, inverters, and associated software and digital products. The order also considers the replacement of installed equipment, allowing the Secretary of Energy to “impose conditions on the continued use, operation, maintenance, servicing, or updating of foreign-manufactured or operated bulk-power system electric equipment acquired or installed before the date of this order.” The EO focuses on “transactions involving foreign nationals that pose an undue risk of sabotage, unauthorized access, or other disruption,” according to a fact sheet, and is aimed at non-distribution level equipment.
[1] https://www.whitehouse.gov/presidential-actions/2026/08/declaring-a-national-emergency-to-secure-the-united-states-bulk-power-system/?_sp=d2526746-0731-43ab-8856-607debe38a73.1788365429182
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