US Grid Security Order May Disrupt Battery Storage Supply Chains

Executive Order 14421, signed by President Trump on 26 August 2026, aims to secure the US power grid from Chinese-made equipment, but Rystad Energy analysis suggests it will more likely disrupt battery storage supply chains than the targeted transformers and switchgear. The order covers substation transformers, grid-connected inverters, battery energy storage systems, high-voltage circuit breakers, and generation turbines. The analysis indicates a potential mismatch between policy intent and actual supply chain impact, which could affect US energy storage deployment and grid modernization efforts.