National Emergency Securing U.S. Bulk Power Sources and Supply Chains – Doomberg and Steven Wang, CEO, Jackery Americas Stop by.

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We have an action-packed podcast lined up with Doomberg and Steven Wang, CEO of Jackery Americas. We’ll cover the new executive order on the United States grid’s transformers, supply chain, and key components. Some of these components have years-long resupply times in a disaster, and many people could be without power for considerable periods. The administration recommends that people prepare with safety supplies, including short-term power supplies.

I have bought a lot of Jackery products and given setups with solar panels to all of my family members. During the fun podcast, I even said to Steven, You need a new slogan at Jackery. “If you love someone, give them a Jackery,” or Doomberg was probably thinking, “Friends ensure Friends use only Jackery for power pack-ups.”

Thank you to Doomberg and Steven for a fun, but important podcast. I’ll put together what I did right and what I did wrong to help our subscribers. Building a solar system is a lot more painful than going to Costco and buying a Jackery system that is guaranteed to work. The key is finding an affordable solution that meets your family’s needs during a power outage from a storm or other disaster.

National Emergency Securing U.S. Bulk Power Sources and Supply Chains

 

Check out Jackery Products: https://www.jackery.com/

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Storms, and we have also seen 30 or more water companies attacked this year by cyber hackers. Being prepared is not just a Boy Scout motto; it is now a way of life. Many of our larger utilities are recommending that we get ready for any disaster.

1. Grid Reliability & Power Outages

The hosts emphasize that the U.S. power grid is becoming increasingly unreliable, with warnings of potential rolling blackouts. A critical incident in July 2022 in Northern Virginia affected 3% of PJM’s peak load, and there are concerns about cyber attacks on utilities (Iran recently targeted 30 utilities). The grid is running with less margin for error than previously.

2. Exponential Demand Growth from Data Centers & AI

There’s a dramatic shift from decades of stagnant demand to explosive growth driven by data centers and AI infrastructure. This “lumpy demand” is straining the grid in unexpected ways, requiring new solutions beyond traditional grid expansion.

3. Distributed Energy Resources (DERs) & Home Battery Systems

The discussion centers on how residential battery systems (like Jackery) can serve dual purposes: personal emergency backup and grid support. Plug-in solar and battery systems are becoming more accessible, lowering barriers to entry for consumers and apartments.

4. Battery Technology & Supply Chain

Topics include:

Lithium iron phosphate (LiFePO4) as the current standard

Emerging sodium-ion batteries (safer, better cold performance, lower cost, but lower energy density)

Supply chain concentration and the need for cost reduction

Manufacturing localization in response to Trump’s executive orders

5. Trump’s Emergency Declaration & Manufacturing

The administration’s focus on onshoring transformer and inverter manufacturing to address critical shortages. There’s a 2-3 year wait for transformers and 5-year wait for large natural gas generators—creating vulnerability if major infrastructure fails.

6. Energy Independence & Personal Preparedness

Emphasis on individual preparedness through home battery systems, solar panels, and backup generators. The philosophy that grid reliability starts at home, with consumers taking agency over their own power supply.

7. Pricing & Grid Economics

Discussion about how current pricing structures favor wind and solar while penalizing natural gas and coal, without accounting for grid resiliency and storage costs. The need to shift from “Levelized Cost of Electricity” (LCOE) to metrics that value reliability.

8. Regional Differences: U.S. vs. EU Markets

European markets favor smaller, apartment-friendly systems (1-2 kWh), while U.S. demand is for larger capacity (3+ kWh) due to larger homes and greater energy needs.

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Related Stories and Appendix

1: U.S. utilities and grid operators are urging households to prepare for tighter electricity supplies, possible rolling blackouts during extreme weather, and new risks from large loads like data centers

2: Why are Americans’ utility bills going up? Doug Sheridan has some great points.

3: IRENA’s 2026 “24/7 Renewables” report documents real hardware cost declines for solar, wind and four-hour batteries and introduces a useful project-level Firm LCOE metric.

4: Edgeworks Revolution: Bringing AI Compute to Where Power Lives

5: New Jersey just made plug-in solar panels legal. No roof required.

6: White House Declares National Emergency to Secure the U.S. Bulk-Power System

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At The Intersection of Energy and Finance – By Sandstone Group
By Stu Turley

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