Trump's Grid Security Order Could Backfire on America's AI Boom
A White House executive order designed to secure the US power grid from Chinese-made equipment is more likely to disrupt battery storage supply chains than the transformers and switchgear it aims to target, according to new Rystad Energy analysis. Executive Order 14421, signed by President Donald Trump on 26 August 2026, names substation transformers, grid-connected inverters, battery energy…
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