Trump grid order could stall US battery storage projects, BloombergNEF warns

BloombergNEF says President Trump’s Aug. 26 executive order blocking certain foreign-made bulk power equipment—batteries, inverters, transformers—from the grid could delay or cancel many grid-scale storage deployments as developers seek alternatives and await guidance. The order, plus Treasury FEOC rules, heightens supply-chain risk and underscores the need for contract risk assessment, asset mapping, and supplier diversification, with some projects potentially scrapped while domestic manufacturing capacity expands in the coming years.