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Trade, Tariffs & Industry Watch

Grid equipment makers raise cost and supply concerns over federal foreign-component ban

An August executive order lets the Energy Secretary block, and even order removal of, foreign-made bulk power system equipment judged a national security risk, with DOE rules due by Dec. 24. In comments to DOE, many stakeholders backed the security goal but asked for risk-based standards, phased compliance and vendor prequalification. NEMA warned supply chains for many electrical products are nearing a breaking point.

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Trade, Tariffs & Industry WatchUSNov 4, 2026

Why it matters for site owners

Tighter rules on imported transformers and substation gear could lengthen lead times and raise costs for solar interconnection and upgrades.

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