Trump administration moves to block certain foreign-made electrical equipment from critical U.S. infrastructure on national security grounds.
President Trump signed an executive order Wednesday restricting the purchase and installation of foreign-made transformers and other bulk-power system equipment in U.S. electric grids. The measure targets equipment deemed a national security risk, though specific countries or companies were not named in the order.
The directive follows long-standing concerns over foreign influence in critical infrastructure, particularly from adversarial nations. Previous U.S. actions have focused on telecoms and technology, but this marks a broader push into energy sector supply chains. Analysts note the order could disrupt global equipment suppliers already navigating trade tensions.
No immediate market reaction was reported, though shares of domestic energy infrastructure firms may see support as the policy takes effect.