Trump cites ‘unusual and extraordinary threat’ in executive order banning inverter, BESS & transformer imports

energy-storage.news Aug 31, 2026

Trump cites ‘unusual and extraordinary threat’ in executive order banning inverter, BESS & transformer imports

Curated by Shubham · TechCapsules · Aug 31, 2026

AI-summarised brief · reviewed before publication

President Donald Trump issued an emergency executive order banning the import of grid‑connected inverters, transformers and battery energy storage systems (BESS) that originate from 24 countries on U.S. arms‑embargo and sanctions lists, chiefly China. The order, effective for contracts initiated after 26 August 2026, targets equipment interfacing with transmission lines of 69 kV or higher and excludes distributed‑energy or local‑distribution gear. The Department of Energy has 120 days to draft implementing rules and must first determine that a product poses an “unacceptable risk” based on cybersecurity, sabotage or remote‑access concerns before prohibiting transactions. The order expands on a recent FCC ban on foreign‑made inverters and may lead to a whitelist of pre‑qualified vendors or mandatory licensing for U.S. power firms.

💡 Why It Matters

· By restricting critical grid components from adversarial nations, the order forces utilities to overhaul supply chains, accelerating domestic manufacturing and reshaping the U.S.
· renewable‑energy rollout.

Read full article on energy-storage.news

As US grid reliability risks mount, distributed BESS offer localised solutions for…

A 2025 U.S. Department of Energy report warned that, without accelerated generation and transmission upgrades, most regions will face “unacceptable reliability risks” within five years as AI‑driven data centers and advanced manufacturing push electricity demand to record levels. Grid operators are turning to distributed battery energy storage systems (BESS) and microgrids as a mitigation strategy. Recent outages in Gary, Indiana—lasting about 14 days after wind storms and prompting a class‑action suit against utility NIPSCO—highlight the urgency, especially as the utility charges the nation’s highest rates and ranks lowest in reliability. In California, state‑backed microgrids are expanding to reduce wildfire‑related infrastructure risks, while WestLight Energy secured final funding to build a microgrid for the rural Pescadero community, illustrating how localized BESS projects are enhancing resilience across diverse U.S. locales.

💡 Distributed BESS offers a fast‑track, community‑level defense against grid fragility, delivering reliable power where traditional infrastructure falters.

energy-storage.news · Aug 31

‘Australia is a market made for batteries’: Wärtsilä strategy lead on volatility…

At the Battery Asset Management Summit Australia 2026, Wärtsilä senior strategy lead Kashish Shah explained that Australia’s battery market has shifted from relying on Frequency Control Ancillary Services (FCAS) revenue to prioritising energy‑arbitrage profits, influencing developers’ choice between AC‑ and DC‑coupled hybrid designs. While Wärtsilä has delivered several DC‑coupled projects, including the 64 MW/128 MWh Fulham Solar Battery Hybrid for Octopus Australia, Shah stressed that coupling architecture is dictated by developer preferences and revenue strategies, not by the supplier. He noted that AC coupling still offers access to the one‑second FCAS market, but that market has largely collapsed. Wärtsilä’s flexible Power Plant Controller can operate with any third‑party PCS, supporting emerging configurations such as reverse DC coupling, though inverter models are still evolving.

💡 Developers now need adaptable control solutions to monetize arbitrage rather than ancillary services, and Wärtsilä’s hardware‑agnostic platform positions it to capture projects across evolving coupling preferences.

energy-storage.news · Aug 31

‘You’re buying a liability’: panel warns developers on buying ageing battery storage…

Developers buying mid‑life battery storage projects in Australia risk inheriting de‑commissioning liabilities, panelists warned at the Battery Asset Management Summit Australia 2026 in Sydney. Dr Mahdi Behrangrad of Pacifico Energy said ageing modules often hide safety and technical issues that become costly once warranties expire, shifting transport responsibility to owners. He urged buyers to verify logistics and EPC capabilities for handling half‑tonne cells. GCD Advisory’s Glenn Dahlenburg added that limited visibility into degradation can accelerate liability exposure, and that disposal costs persist even with recycling. Insurers highlighted that insurance contracts are frequently secured too late, leaving owners uncovered. Community and regulator pressure, reinforced by a new federal developer rating scheme for the Capacity Investment Scheme, now forces early de‑commissioning planning.

💡 Without front‑loading liability and insurance planning, investors may face unexpected cleanup costs that can erode project economics and stall future storage roll‑outs.

energy-storage.news · Aug 31

Copenhagen Infrastructure Partners acquires 104MW grid-forming BESS project from Windlab in Australia

Copenhagen Infrastructure Partners (CIP) has taken full ownership of the 104 MW grid‑forming battery energy storage system (BESS) that complements a 408 MW wind farm at the Gawara Baya project in North Queensland. The acquisition, made through CIP’s Copenhagen Infrastructure V fund, follows the project’s financial close and moves it into construction. Long‑term offtake contracts have been secured with Queensland state generator Stanwell and UK‑based SmartestEnergy, and the development participates in Australia’s Capacity Investment Scheme, which guarantees revenue streams for eligible assets. The hybrid plant, situated on Gugu Badhun Country, includes a landmark Indigenous Land Use Agreement and Australia’s first renewable‑energy biodiversity net‑gain strategy, backed by a AU$4 million investment. Construction is expected to inject AU$200 million into the regional economy and support 500 jobs, while a AU$200,000 annual Community Benefit Fund will aid local initiatives.

💡 By pairing grid‑forming storage with wind power, the project provides the voltage and frequency services that traditional coal and gas plants used to deliver, directly addressing reliability gaps as the National Electricity Market phases out thermal generation.

energy-storage.news · Aug 31

CATL targets opportunities in Brazil’s capacity reserve auction, as regulator receives nearly…

CATL has partnered with Brazilian battery maker Moura to supply projects that win contracts in Brazil’s inaugural Capacity Reserve Auction for Energy Storage (LRCAP). The auction, overseen by the Energy Research Office (EPE), closed with 6,091 bids totaling 296,908 MW of capacity, a record for any Brazilian energy auction. The two LRCAP auctions—National Storage, which imposes a domestic‑content threshold, and Storage, open to all systems—follow the Ministry of Mines and Energy’s June announcement and ANEEL’s new regulations that place energy storage under formal sector supervision. CATL’s collaboration aims to satisfy local‑content rules by leveraging Moura’s inverter and power‑conversion expertise. The partnership was unveiled at Intersolar South America in São Paulo, where other Chinese firms, including Cornex and Windey, also announced major Brazil‑focused deals.

💡 By aligning with a local supplier, CATL can secure a foothold in Brazil’s rapidly scaling storage market, positioning itself ahead of rivals as the country formalizes grid‑level battery integration.

cleantechnica.com · Aug 31

Hydrogen Gets Far More Attention Than Its Deployment Justifies

Hydrogen receives disproportionate media attention relative to its actual physical deployment compared to battery electrification. An analysis of positive milestones from 2022 to 2025 reveals that while battery announcements outnumbered hydrogen by a modest 1.8-to-one ratio, the underlying market disparity is vast. China operated roughly 366,000 electric heavy trucks versus 18,000 fuel-cell units. Electric buses exceeded 680,000 in China alone, contrasting with only 15,000 global fuel-cell buses. Battery-equipped vessels outnumbered hydrogen-fueled ships by more than 1,300 to seven. Battery-electric car sales reached approximately 13 million, dwarfing the 16,000 fuel-cell vehicles. Grid storage additions totaled 108,000 MW for batteries against merely 10 MW for hydrogen demonstrations. This distortion occurs because news focuses on discrete, novel events rather than routine market growth. Scarcity sustains hydrogen’s visibility, as singular records or pilots generate significant coverage despite lacking commercial scale. Battery events averaged higher commercial maturity, with 82% representing scaled deployment compared to 40% for hydrogen.

💡 Media coverage prioritizes novelty over volume, creating a false equivalence between emerging hydrogen pilots and mature battery markets. Investors and policymakers must distinguish between singular demonstration events and scalable commercial deployment to avoid misallocating resources based on inflated visibility.