President Donald Trump declared a national emergency Wednesday over foreign-made equipment that the White House warned could leave the nation’s power system vulnerable to sabotage and catastrophic disruption. Trump signed an executive order aimed at protecting “the security, integrity, and reliabili...
This is supposedly targetting China
There are significant orders from utilities to China for new Transformers. The US has a 2.5 year queue overall for transformer delivery, which would lengthen considerably, and the existing Chinese transformers would also need to be replaced.
The order is also designed to make utility solar more expensive, and delayed, for their inverter costs.