Cancel massive renewable energy projects slated to bring in GW of new generation after billions have already been spent
Start a war with Iran, making non renewables significantly more expensive to run
Block data center regulations, allowing for massive spikes in electricity utilization and no requirement to generate their own power
“Foreign actors are trying to cripple our power infrastructure”
Guess which kind of energy requires the equipment targeted by this order? If you’re guessing fossil fuels, you’re guessing wrong.
What are you trying to convey? This order has nothing to do with power generation, so fuel source is irrelevant. This appears to be related to power transmission facilities.
The renewables industry is the one most in need of the equipment being put under strict controls. Oil, coal, and gas - you know, fossil fuels - are getting exemptions so they can keep getting their equipment. This is part for the course with this administration. Their playbook is giving favours to their fossil-fuel buddies and attacking renewable energy projects and providers, while cloaking the whole thing in bullshit about “national security”. If this asshole gave a fly’s scrotum about national security he wouldn’t have gutted and then shut down the committees responsible for securing these systems in the first place.
In short, I am trying to convey that this has nothing to do with security and everything to do with killing renewable power in the US. I hope that clears it up.
Did you read the order? It has nothing to do with power generation. The power source is not relevant to the order. This is for equipment that handles the transmission of power and how our grids coordinate with each other. Nothing to do with renewable energy.
I do blame the numb nuts for this problem, but that is because he gutted the workforce responsible for cybersecurity, but not because of his stupid policies against renewable energy sources.
Yes, I read the order. Between the lines, even. Let me break it down for you, because you’re skipping out on a lot of detail to imply I don’t know what I’m talking about.
The reason I don’t care that you keep mentioning the source of the power is that the order’s practical bite lands almost entirely on the renewables/storage supply chain, while the fossil generation supply chain is structurally insulated by its nature. Those two supply chains are very different, and this is not an accident of drafting: the 2026 order explicitly added grid-connected inverters, battery energy storage systems, and UPS to the equipment list - none of which were in the 2020 predecessor (EO 13920), which legal analysis at the time confirmed did not reach solar, wind, or large-scale batteries (McDermott). The expansion here is targeted.
Where renewables get hit
Battery energy storage (the biggest exposure): 7 of the world’s top 10 BESS suppliers are Chinese (CATL, BYD, Sungrow, EVE, Hithium…). Even Tesla - the #1 US storage seller - sources LFP cells for Megapacks primarily from CATL, with LG’s Michigan plant only coming online August 2027 (TESMAG, optimusk). Tesla is already pivoting to US cells in a $4B contract precisely to dodge import restrictions (Notebookcheck), and this EO accelerates the need. And Sec 2(b)'s retroactive authority (isolate/disconnect/replace installed equipment) is a sword hanging over every utility-scale BESS site with Chinese cells or integration, including existing Tesla Megapack deployments.
Grid-connected inverters: Sungrow and Huawei lead the utility-scale segment; the FCC already banned new imports of Chinese grid inverters on July 28, 2026 (Venture Atlas). This EO extends the same logic DOE-side, catching solar+storage plants the FCC action missed, plus the software/firmware/remote-access layer.
UPS for critical infrastructure: explicitly listed. That’s the data-center angle: Huawei is a major UPS player, and hyperscalers are the demand driver the order’s own preamble names.
Transformers: the shared bottleneck, but the marginal demand is renewables + data centers. US transformer imports more than doubled 2020-2025 ($16.1B → $35.4B) and lead times exceed two years (CPA). Restricting Chinese supply on top of existing 50% steel/copper tariffs tightens an already-crushing market (Wood Mackenzie).
Timing: EIA forecasts ~99% of 2026 new generating capacity will be solar, wind, and batteries (EIA via Reddit). The order lands on the growth segment at peak demand, right as data-center load is projected to rise ~360% by 2030 (Reuters).
Why fossil is largely insulated
Gas turbines are untouched by this order: The US market is GE Vernova, Siemens, and Mitsubishi, all non-covered countries, with a combined ~220 GW backlog (Yahoo Finance). Chinese turbine makers lag years behind and barely participate in the US market (Bismarck Analysis). “Generation turbines” is in the equipment list, but the suppliers are allied. The prohibition is a no-op for gas.
Generators, breakers, relaying, controls: dominated by GE, Siemens, ABB/Hitachi, Eaton, Schneider; US/European/Japanese. Not covered-entity suppliers.
Coal: legacy fleet, no new builds, minimal import exposure.
The administration’s own framing confirms the bias: the fact sheet brags about keeping 17,000 MW of gas plants online and frames the threat as AI/data-center demand. The order constrains the renewables grid-connection layer while the gas supply chain - the thing actually gating data-center power - sails through untouched.
You just have to look at the actual product categories to see it, even:
Losers: Chinese BESS/inverter vendors (Sungrow, CATL, BYD, Huawei), US renewable developers (cost, delay, retroactive-removal risk), ratepayers (cost pass-through), data centers (UPS/transformer/storage constraints at peak buildout).
Winners: domestic storage/inverter makers (Tesla with LG cells, Fluence), European inverter suppliers (SMA, Power Electronics), US transformer OEMs (already expanding on $1.8B of announced capacity), and the allied gas-turbine complex (GE Vernova, Siemens, Mitsubishi) which faces less competition for interconnection slots as renewables slow.
Note: The actual “Covered Foreign Entity” list doesn’t exist yet; DOE rulemaking (120 days) defines it. The order’s structure targets China, but designations are discretionary. Watch what that discretion ends up looking like.
Bringing us back to the point that source may be irrelevant but the supply chain behind it is not: Solar panels and wind nacelles are not in the equipment list. The order hits the grid-connection layer (inverters, storage, transformers, controls), e.g. everything required around the generation hardware, not the generation hardware itself.
Ooooh nice I guess we’re ramping up for the “election threats”
What are the polymarket odds on this essentially being an inside job - either direct, or “oops we left the creds on an open S3 bucket, our bad”?