GoKawiilTrump order bans Chinese-made grid battery equipment over security risk
A new executive order prohibits installing foreign-produced bulk-power system equipment deemed a national security threat, explicitly naming battery energy storage systems, inverters and transformers. This follows earlier measures including 2022 tax credit restrictions tied to sourcing of battery minerals and components, a 2025 rule requiring 55% non-Chinese materials for storage projects starting in 2026, and tariffs on batteries that rose to 25% from 7.5% in January.
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Analysts warn the ban is more severe than prior tax-credit or tariff tools and could slow deployment of grid-connected energy storage since US manufacturing capacity isn't yet positioned to fully replace Chinese supply. The move highlights a broader tension between using cheap, available technology versus paying more to build domestic supply chains for national security reasons.
- New executive order bans installation of foreign-made bulk-power equipment seen as security risks, including batteries, inverters and transformers.
- It builds on years of policy tightening, including IRA sourcing rules, 2025 mineral-content requirements, and rising tariffs now at 25%.
- Industry experts say the outright ban surprised the market and could slow US grid energy storage deployment.
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Published there as: “Can the US battery market untangle from China?”
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