Trump signs executive order on US grid supply chain security

On August 26, 2026, President Trump signed an executive order declaring a national emergency to ban or restrict high-risk foreign-made equipment in the US electric grid. It covers transformers, inverters, battery storage, SCADA and industrial control systems at facilities operating at 69 kV or above; the Department of Energy must publish implementing rules by December 24, 2026.

• Order covers equipment, software and firmware at facilities of 69 kV and above
• Energy Department rules are due by December 24, 2026
• Restrictions target countries under US arms embargoes, including Russia, Iran and China
• Energy Secretary can order installed equipment monitored, disconnected or removed