Is the U.S. Grid Open for Cyber Attacks? Chinese Inverters, Hidden Radios and a Years-Long Wait for Transformers

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Chinese-headquartered companies have delivered more than 70 GW of inverters to America’s commercial and utility solar plants, while each U.S. grid is designed to ride through the sudden loss of roughly 2.8 to 3.9 GW. Replacing one big transformer now takes about two and a half years. What has actually been found, what Washington has done since 2019, and what the record says about the “Biden put them back” story.

Think about what you would lose first. Food in the fridge is only safe for up to four hours without power; a full freezer lasts about two days. Insulin needs to stay cool. An oxygen concentrator or a CPAP machine needs a wall plug. In January the furnace blower stops; in August the air conditioning does. The diner down the street throws out its walk-in cooler and sends its cooks home. Most of us have lived through a storm outage that lasted a few hours or a few days. The question behind this piece is whether someone overseas could cause one on purpose, and whether we could fix it quickly if they did.

The short answer, based on the public record: nobody has shown that China has a switch that can turn off the American grid. But the pieces that would make such an attack possible are real and well documented. Much of the electronics on new solar and battery plants comes from Chinese companies. Security researchers keep finding holes in it. And the heavy equipment you would need for repairs takes years to order. Here is what we know, what we don’t, and what changed this summer.

Stu’s Take

Our grids are built to survive losing roughly 2.8 to 3.9 gigawatts of power plants at once. Chinese-headquartered companies have delivered more than 70 GW of inverters to U.S. commercial and utility solar over the last decade. Nobody has publicly proven there is a kill switch in that gear. But the government’s own July 2026 security determination says foreign firms could use inverters to “turn off” equipment or pull data, and Reuters reported undocumented radios inside some units.

The part that matters for your power bill and your fridge: if it ever happened, the fix is not a software patch. It is a transformer that takes 128 weeks to arrive. DOE’s comment window on the new grid emergency order closes Oct. 9. If you work in this industry, file your comments.

This article also fact-checks several ENB articles we published on this and clarifies a few points. Being upfront about sources and sourcing methods helps set the standard that seems missing.

What investigators have actually found

The headline that set this off came from Reuters on May 14, 2025. Two people familiar with the matter told the news agency that U.S. experts taking apart Chinese-made solar inverters and batteries had found communication devices, including cellular radios, that were not listed in product documents. The finds came over nine months, in equipment from several suppliers. Reuters did not name the manufacturers or say how many units were affected, and the U.S. government had not publicly confirmed the findings. The Energy Department told Reuters that such functions “may not have malicious intent” but that buyers need “a full understanding” of what they are installing (Reuters via Yahoo). This is the strongest public report of hidden hardware, and it rests on unnamed sources.

There is also a documented case of remote shutdown, though not a sinister one. In November 2024, some Deye-made inverters sold under the Sol-Ark name in the United States stopped working after a remote authorization message. Deye said only “a few” units were affected, that it involved no human intervention, and that they were gray-market units sold outside authorized channels (heise; Solarboi). Whatever the reason, it proved a manufacturer can reach installed gear over the internet.

Software holes are better documented than hardware ones. In March 2025, Forescout reported 46 new vulnerabilities in inverters from Sungrow, Growatt and SMA, all since patched. It also found that 53% of inverter makers and 58% of storage suppliers it reviewed are based in China. Europe’s cyber agencies have taken note: Germany’s BSI sees “substantial risk potential” (Clean Energy Wire), and the Czech agency NÚKIB has warned against remote administration from China (NÚKIB). The Dutch economy minister was more skeptical, calling hidden hardware “highly unlikely” and “easily detectable” (pv magazine).

Batteries got the same scrutiny. Duke Energy disconnected CATL batteries at Camp Lejeune in December 2023 and agreed in February 2024 to decommission them (House China Select Committee). For big transformers, the record is thinner still, as we explain in the corrections section below.

How much Chinese equipment is in the U.S. grid?

It depends on which piece of the grid you mean, and every answer comes with an asterisk.

Inverters. These are the boxes that turn solar and battery DC power into grid AC power and take orders from operators. Wood Mackenzie says more than 200 GWac of commercial and utility-scale inverters were delivered in the U.S. over 10 years. More than 90% were imported, and more than 70 GW came from Chinese-headquartered makers, mostly built in Southeast Asian factories. Chinese vendors held nearly half the U.S. market in 2024 and 2025 (Wood Mackenzie). Wood Mackenzie research analyst Joe Shangraw, quoted by Canary Media, put their share of the utility and commercial segment at about 60%, while SolarEdge, Enphase and Tesla hold about 80% of rooftop inverters (Canary Media). Strider counted nearly half of U.S. inverter shipment records from 2015 to 2024 (30,253 of 64,566) as tied to Chinese makers with direct risks (Strider). Customs figures understate all this because Chinese brands ship from Vietnam, Thailand and elsewhere.

Chart 2. Chinese brands supplied about 64% of Europe’s inverters shipped from 2015 to 2023 and roughly half of the U.S. market. Sources: SolarPower Europe/DNV; Wood Mackenzie; Canary Media; Strider; Washington Examiner.

Large transformers. Here China is a small player by origin. U.S. imports of the biggest oil-filled transformers (above 10,000 kVA) climbed from $0.97 billion in 2019 to $4.15 billion in 2025. China’s share of that value was just 0.8% to 4.5% a year, 2.2% in 2025, or 147 units. Mexico, South Korea, Brazil and Austria lead (UN Comtrade; ENB calculation). That matters because the U.S. imports most of its big transformers. DOE says 82% of large power transformers were imported in 2019 (DOE 2024). A DOE counterintelligence official said in 2019 that more than 200 Chinese transformers had entered the U.S. grid over the prior decade, “before that, there were zero” (E&E News

Chart 1. China supplied 0.8% to 4.5% a year of U.S. large-transformer import value from 2019 to 2025. Source: UN Comtrade, HS 850423; ENB calculation.

Batteries and control systems. China supplied 69% of U.S. lithium-ion battery imports by value in 2024 and 59% in 2025 (UN Comtrade). Those figures include car and laptop batteries, so they only hint at grid storage. For SCADA and control systems, ENB found no public count of Chinese-made equipment in U.S. utilities. That is a real data gap.

Chart 6. China’s share of U.S. lithium-ion battery imports fell from 69% to 59% but still leads by far. Source: UN Comtrade, HS 850760; ENB calculation.

How much power could be switched off remotely?

No one has published a measured figure, so any honest answer is a range. Start with what the grid is built to handle. NERC’s 2025 frequency-response analysis sets each interconnection’s “resource loss protection criteria,” the two largest losses it must ride through: 2,805 MW for Texas, 2,918 MW for the West and 3,875 MW for the East (NERC). Continental Europe plans for a 3,000 MW reference incident. The industry study done by DNV for SolarPower Europe says a targeted hit on 3 GW “can have significant implications” and that losing more than 10 GW would “most likely trigger a cascading outage” (SolarPower Europe/DNV).

We have seen what inverters do when they misbehave by accident. In the 2016 Blue Cut fire in California, about 1,200 MW of solar dropped offline after a line fault. Near Odessa, Texas, 1,112 MW of solar cut back in May 2021, and 2,555 MW of resources tripped in June 2022. None of these caused a blackout, partly because they stayed below those design limits.

Now the exposure. Strider identified at least 5.4 GW at 66 solar sites in 22 states using equipment from Chinese companies it rates high-risk (Strider). That is a floor, not a full count. The ceiling for Chinese-brand commercial and utility inverters is the 70-plus GW WoodMac counts, which is more than 18 times the largest U.S. design loss (ENB calculation). In Europe, Chinese brands shipped about 226 GW of inverters from 2015 to 2023 in DNV’s data (ENB sum), and DNV estimates seven manufacturers could each reach more than 10 GW if they hold remote access to 70% of their fleets (SolarPower Europe/DNV).

The catch is reach. Many utility plants sit behind plant controllers and firewalls, and Sungrow says its U.S.-bound inverters lack remote upgrade and communication functions (ESS News). So the honest range for remotely controllable Chinese-linked capacity in the U.S. runs from zero proven to tens of gigawatts in theory. Even a few gigawatts, timed badly, would test those limits.

Chart 5. Chinese-linked inverter capacity compared with the losses grids are designed to survive. Exposure is not the same as proven remote control. Sources: NERC; ENTSO-E; SolarPower Europe/DNV; Strider; Wood Mackenzie; ESMC via Reuters.

Why the lights could stay off: the transformer problem

Inverters are the door. Transformers are why a break-in could be so costly. Large power transformers weigh 150 to 400 tons, are custom-built, and carry about 90% of the electricity Americans use at some point (DOE 2024). Before COVID you could get one in under a year. Now DOE says 36 months is commonly quoted, with some orders at 60. NIAC found average lead times rose from about 50 weeks in 2021 to 120 weeks in 2024 (NIAC). Wood Mackenzie put power transformers at 128 weeks and generator step-up units at 143 weeks in the second quarter of 2025 (Wood Mackenzie). Prices are up 77% since 2019 for power transformers (Wood Mackenzie), and GAO says a single unit can cost “as high as $10 million” (GAO).

Chart 3. Large-transformer lead times went from under a year to two to five years. Sources: DOE (2014, 2024); NIAC (2024); Wood Mackenzie (2025).

Spare programs exist but have never been tested at scale. The industry’s Spare Transformer Equipment Program has more than 50 members, but it can only be triggered by a presidentially declared attack or emergency and has “never been utilized.” Grid Assurance has 31 subscribers in 23 states and “has not yet actually provided a replacement LPT,” DOE reported. Even with a spare on hand, swapping it in takes three to four weeks (DOE 2024). And in 2014, a FERC analysis reported by the Wall Street Journal found that knocking out just nine of about 55,000 substations could cause a coast-to-coast blackout (IEEE Spectrum). Manufacturers are adding capacity: GE Vernova’s electrification backlog hit $40.6 billion in the second quarter of 2026, up 69% including its Prolec GE deal (GE Vernova). But new plants take years.

We have seen the playbook before

In December 2015, Russian-attributed hackers cut power to about 225,000 customers in Ukraine by taking over control systems at three distribution companies (CISA). A year later, the Industroyer malware blacked out part of Kyiv for about an hour (Wired). In February 2024, CISA and partners warned that China’s Volt Typhoon group had planted itself in U.S. critical-infrastructure networks to be ready for disruption in a crisis (CISA). One victim, the small Littleton Electric Light and Water Department in Massachusetts, learned of the intrusion from the FBI in November 2023 and said no customer data was compromised (LELWD).

Physical attacks show how slow repairs can be. Gunmen hit 17 transformers at PG&E’s Metcalf substation in 2013. There was no major blackout, but repairs took about a month (LA Times). In Moore County, N.C., gunfire on two substations in December 2022 cut power to about 45,000 Duke Energy customers for up to four days (Duke Energy).

Corrections to early reports

Fast-moving stories pick up errors. Here is what the documents show on three claims that keep circulating, including two that ran on Energy News Beat. (ENB checked these against primary records; see Appendix D.)

Claim: Trump removed 30-plus large Chinese grid parts and Biden put them back. What the record shows: ENB found documentation of one Chinese-built transformer that was stopped before installation, not 30. In 2019, a Jiangsu Huapeng transformer bound for WAPA’s Ault substation in northern Colorado was trucked from the Port of Houston to Sandia National Laboratories instead (WSJ; Vice). E&E News reported that sources disputed the word “seizure,” because WAPA is part of DOE (E&E News). WAPA ordered a replacement through a separate contract in September 2019 (Vice). ENB found no record that the Sandia unit or any other removed equipment was ever reinstalled.

The policy timeline is also different from the story. Trump’s EO 13920 (May 1, 2020; 85 FR 26595) declared a grid supply-chain emergency and let the Energy Secretary bar foreign-adversary equipment deals; DOE issued only one order. That order, a December 2020 prohibition covering utilities that serve military bases, took effect Jan. 16, 2021. Biden suspended the executive order for 90 days on his first day (EO 13990). DOE then revoked the order in April 2021 and asked for public comment (Federal Register; RFI). DOE had said in 2020 that “no equipment is prohibited” yet, and Norton Rose Fulbright says the order “was never fully implemented” (Norton Rose Fulbright). The “30” may come from a DOE 2014 line noting “more than 30” transformer manufacturers in China (DOE 2014). Fact-checkers rated the “Biden let China into the grid” posts false in 2021 (PolitiFact; Newsweek).

Claim: Sandia found hardware back doors in Chinese transformers. Our April 2026 article said investigations “including Sandia National Laboratories analysis” found such back doors (ENB, April 2026). The public record does not support that. The Wall Street Journal reported that what Sandia found “still isn’t publicly known.” The back-door claim came from consultant Joe Weiss, who spoke to CBN without public evidence (CBN), and SANS ICS researchers gave it a credibility score of zero (Vice).

Claim: 85% of U.S. utilities use Chinese-tied inverters. The same article said “approximately 85% of U.S. utilities surveyed.” Strider’s figure is 86% of the utilities it surveyed, and those firms represent only about 12% of U.S. installed capacity (Strider). It is not a national figure.

What Washington, the states and Europe are doing (as of 1 p.m. CT, Oct. 8, 2026)

After the 2021 revocation, the issue moved through other channels for four years: a 100-day supply-chain review in June 2021, Defense Production Act support for transformers in June 2022, a Pentagon ban on batteries from six Chinese makers starting October 2027 (Arnold & Porter), and the FY2026 NDAA’s ban on Defense Department purchases of solar gear and inverters from foreign entities of concern (Reuters via AOL).

This summer the pace picked up. On July 28, the FCC added foreign-produced power inverters to its Covered List, blocking authorization of new models (FCC). On Aug. 20 the FCC narrowed the listing to grid-connected (utility-interactive) inverters with wired or wireless remote connectivity and exempted inverters eligible for the Section 45X manufacturing tax credit (FCC DA 26-870; Troutman Pepper Locke; KPMG). On Aug. 26, Trump signed EO 14421, a new national emergency for the bulk-power system that lets the Energy Secretary block deals with foreign-adversary suppliers, which the order calls covered foreign entities, and even order existing equipment to be “disconnect[ed], replace[d], or remove[d]” with reliability in mind (Federal Register). It covers equipment at 69 kV and above. DOE’s request for information closes tomorrow, Oct. 9, and rules are due by Dec. 24.

 

Chart 4. U.S. actions on foreign grid equipment, 2019 to 2026. Sources: Federal Register; White House; DOE; FCC; Congress; CISA; Texas Legislature.

Texas has gone furthest among states. Its 2021 law bars grid-access deals with companies tied to China, Iran, North Korea and Russia (SB 2116), and a 2025 law adds penalties up to $1 million per violation (SB 2368). Florida considered a similar bill in 2026 (SB 1178). It died, and ENB could not confirm whether the enacted HB 905 carries those provisions. Europe is moving too. Lithuania now bars remote access from China to sites over 100 kW (LRT). The European Commission says it will keep its Nov. 1 deadline to keep high-risk inverters out of EU-funded projects (Euronews).

How consumers and investors see it

Consumers are worried and expect a long recovery. In a May 2025 Napolitan News Service poll of 1,000 registered voters, 79% said a foreign or terrorist attack causing outages was likely, and 49% expected restoration to take weeks (28%) or months (21%) (Napolitan News Service; Just The News). That instinct matches the transformer math above. It also points to costs: someone will pay for replacement gear and security upgrades, and utilities usually pass those costs to customers through rates.

Investors have mostly shrugged so far. When the FCC acted, TD Cowen’s John Miller called it “kind of a non-event,” and Jefferies’ Julien Dumoulin-Smith saw “minimal impact today” but a “long, gradual shift in market share” (Canary Media). SolarEdge shares jumped 8% after UBS upgraded the stock, citing the import curbs (24/7 Wall St.). Sungrow says the U.S. is 15% to 20% of its revenue and expects that business to shrink gradually (ESS News). Wood Mackenzie expects U.S. inverter plants to reach more than 100 GWac a year by the end of 2027 (pv magazine). Some lenders still write replacement-cost covenants into project loans (Norton Rose Fulbright).

What to watch

  • DOE’s rule under EO 14421 (due Dec. 24): whether it orders existing equipment out, and how fast. A forced swap during a transformer shortage could itself strain reliability.
  • FCC exemptions and the CATT Act in Congress, which would limit future Covered List additions (JD Supra).
  • Firmware updates. Wood Mackenzie flags updates to installed inverters as an open risk (Wood Mackenzie). This is where a ban on new imports does not reach.
  • Transformer lead times. Whether new factories bring them back under two years.

For more ENB coverage, see our earlier reports on the proposed inverter ban and the grid equipment shortage. A downloadable data file with the figures and chart data behind this article is available with this post.

As we prepare for several key podcast episodes, this article is AI-assisted research show notes research/preparation for an upcoming interview. We are cross-checking the data and including all sources and links for verification. Staff will update the articles as new information rolls out and will note corrections. This deeper dive allowed us to triple-check what actually happened with Chinese equipment in the US Grid. As it stands now, Stu is more concerned with the solar equipment at scale, rushed, and not knowing when the sleeper connection will activate. Nothing like fact-checking yourself before your wife hits you in the back of the head – just saying.

Check out the World’s Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com. And subscribe to: The Energy News Beat Substack. 

 

Appendix A. Sources (titled and dated)

Title (linked) Publisher Date
Ghost in the machine? Rogue communication devices found in Chinese inverters (Sarah McFarlane) Reuters (read via Yahoo syndication) May 14, 2025
Syndicated copy of the Reuters May 14, 2025 report Yahoo Tech May 14, 2025
Rogue communication devices found on Chinese-made solar power inverters Utility Dive May 15, 2025
Photovoltaics: Deactivated Deye and Sol-Ark inverters in the USA heise online Nov. 2024
Deye addresses bricked inverter controversy Solarboi Nov. 30, 2024
Solutions for PV Cyber Risks to Grid Stability (report by DNV) SolarPower Europe Apr. 29, 2025
New report: Solar sector proposes solutions to mitigate critical cybersecurity risks SolarPower Europe Apr. 29, 2025
Press release on inverter cyber risks European Solar Manufacturing Council Apr. 30, 2025
Forescout Vedere Labs uncovers severe systemic security risks in global solar power infrastructure (SUN:DOWN) Forescout Mar. 27, 2025
Lithuania passes law to block Chinese access to solar and wind farm systems LRT Nov. 12, 2024
NÚKIB warns against the transfer of data to and remote administration from the PRC NÚKIB (Czech cyber agency) Sept. 2025
Czech cybersecurity agency warns against Chinese solar inverters pv magazine Sept. 8, 2025
Solar PV hardware opens door to Chinese interference in German power supply – security agency Clean Energy Wire Jan. 20, 2025
Netherlands increasing vigilance on solar inverter-related cybersecurity risks pv magazine Jul. 9, 2025
EU Commission rejects calls to delay phase-out of Chinese power inverters Euronews Sept. 23, 2026
EU funding ban on high-risk inverters, including Chinese suppliers, extends to BESS PCS ESS News May 4, 2026
Brussels bars Chinese-made brains of solar panels from EU funding Euractiv 2026
EU curbs on Chinese inverters risk slowing solar rollout over security fears Reuters (paywalled; headline and summary only) Jun. 11, 2026
Exclusive: US working on ban targeting Chinese energy inverters, sources say Reuters (read via AOL syndication) Jun. 30, 2026
Syndicated copy of the Reuters Jun. 30, 2026 report AOL Jun. 30, 2026
FCC seeks ban on Chinese inverters over grid disruption concerns Washington Examiner Jun. 30, 2026
Public Notice DA 26-786: Covered List updated to add foreign-produced power inverters Federal Communications Commission Jul. 28, 2026
National security determination on power inverters (posted by Davis Wright Tremaine) Executive branch (via DWT) Jul. 27, 2026
FCC substantially revises Covered List restrictions on foreign-produced power inverters Steptoe via Mondaq Aug. 24, 2026
Public Notice DA 26-870: Covered List entry for foreign-produced power inverters modified (copy posted by Davis Wright Tremaine) Federal Communications Commission (via DWT) Aug. 20, 2026
FCC modifies Covered List entry for foreign-produced power inverters Troutman Pepper Locke Aug. 2026
FCC Covered List revision and Section 45X-eligible inverters (Tax News Flash 26201) KPMG Aug. 2026
Trump admin bans new foreign inverters Canary Media Jul. 29, 2026
US manufacturing poised to meet new inverter demand following FCC ban on foreign power inverters Wood Mackenzie Aug. 6, 2026
U.S. could surpass 100 GW of annual inverter manufacturing capacity by 2027 pv magazine Aug. 11, 2026
SolarEdge jumps 8% as UBS sees 40% upside from new inverter import curbs 24/7 Wall St. Aug. 26, 2026
Chinese inverter and BESS makers stress compliance as US restrictions widen ESS News Sept. 3, 2026
Declaring a National Emergency to Secure the United States Bulk-Power System (EO 14421) The White House Aug. 26, 2026
EO 14421, 91 FR 55995 Federal Register Aug. 31, 2026
Fact Sheet: President Donald J. Trump declares a national emergency to secure America’s bulk-power system The White House Aug. 26, 2026
Declaring a National Emergency to Secure the U.S. Bulk-Power System executive order (CESER page) U.S. Department of Energy 2026
Request for Information on EO 14421 (Docket DOE-HQ-2026-1123), FR Doc. 2026-18370 Federal Register / DOE Sept. 9, 2026
Trump bans more power equipment (Keith Martin) Norton Rose Fulbright, Project Finance NewsWire Aug. 26, 2026
In Broad Daylight: PRC risks in U.S. inverter-based resources Strider Technologies Nov. 2025
Huawei confirms US solar market exit PV Tech Jun. 2019
Over 50 House Republicans urge Trump administration to block Chinese solar inverter imports pv magazine USA Nov. 17, 2025
Sens. Rick Scott, Marsha Blackburn call for investigation into Communist China’s potential solar power kill switch Office of Sen. Rick Scott Jun. 2025
New proposed bipartisan legislation (CATT Act, H.R. 10453) JD Supra 2026
FY24 NDAA: navigating expanded restrictions Arnold & Porter Dec. 2023
FY2025 NDAA battery provisions (IN12406) Congressional Research Service 2024
US President signs defense policy bill significantly expanding authorities (FY2026 NDAA) Baker McKenzie Sanctions News Dec. 2025
National Defense Authorization Act for Fiscal Year 2026, Public Law 119-60 GovInfo Dec. 18, 2025
Gallagher, Rubio, Murphy on Duke Energy decision to decommission Camp Lejeune CATL batteries House Select Committee on the CCP Feb. 9, 2024
U.S. Seizure of Chinese-Built Transformer Raises Specter of Closer Scrutiny (Rebecca Smith) The Wall Street Journal (paywalled) May 27, 2020
Trump’s grid order blindsides electricity sector E&E News May 29, 2020
The mysterious case of the missing 250-ton Chinese power transformer (Cynthia Brumfield) Vice/Motherboard Sept. 22, 2020
China and America’s 400-ton electric albatross E&E News Apr. 25, 2019
A cyber Pearl Harbor: How China built in a backdoor threat (Joe Weiss interview) CBN News Jun. 8, 2022
Large Power Transformers and the U.S. Electric Grid (update) U.S. Department of Energy Apr. 2014
Fact check: Did Biden rescind Trump order prohibiting Chinese influence on U.S. power grid? Newsweek Feb. 19, 2021
No, Biden executive order did not allow China access to U.S. power grid PolitiFact Feb. 23, 2021
Prohibition Order Securing Critical Defense Facilities, 86 FR 533 (FR Doc. 2020-28773) Federal Register / DOE Jan. 6, 2021
Revocation of Prohibition Order Securing Critical Defense Facilities, 86 FR 21308 Federal Register / DOE Apr. 22, 2021
Notice of RFI on Ensuring the Continued Security of the U.S. Critical Electric Infrastructure Federal Register / DOE Apr. 22, 2021
Securing the United States Bulk-Power System executive order (CESER archive page) U.S. Department of Energy 2020-2021
Executive Order 13920, Securing the United States Bulk-Power System, 85 FR 26595 Federal Register May 4, 2020
Executive Order 13990 (Sec. 7(c) suspends EO 13920 for 90 days) Federal Register Jan. 25, 2021
Building Resilient Supply Chains: 100-Day Reviews under EO 14017 The White House Jun. 8, 2021
President Biden invokes Defense Production Act to accelerate domestic manufacturing of clean energy U.S. Department of Energy Jun. 6, 2022
Categorical exclusion 2023-060: Ault KV1A transformer emergency spill cleanup Western Area Power Administration Dec. 13, 2023
RFI comment by David Jonas Bardin U.S. Department of Energy docket Jun. 2021
Large Power Transformer Resilience Report U.S. Department of Energy Jul. 10, 2024
Addressing the Critical Shortage of Power Transformers to Ensure Reliability of the U.S. Grid National Infrastructure Advisory Council (via CISA) Jun. 2024
Supply shortages and an inflexible market give rise to high power transformer lead times Wood Mackenzie Apr. 2, 2024
Transformer troubles: manufacturing and policy constraints hit US transformer supply Wood Mackenzie Aug. 13, 2025
Mind the gap: tackling supply chain challenges in the electric T&D sector Wood Mackenzie Oct. 15, 2025
Power transformers and distribution transformers will face supply deficits of 30% and 10% in 2025 Wood Mackenzie 2025
Electricity Grid: DOE Could Better Support Industry Efforts to Ensure Adequate Transformer Reserves (GAO-23-106180) U.S. Government Accountability Office 2023
GE Vernova second-quarter 2026 results GE Vernova Jul. 22, 2026
Attack on nine substations could take down U.S. grid IEEE Spectrum Mar. 13, 2014
Cyber-Attack Against Ukrainian Critical Infrastructure (IR-ALERT-H-16-056-01) CISA Feb. 25, 2016 (updated 2021)
Crash Override: the malware that took down a power grid Wired Jun. 12, 2017
PRC state-sponsored actors compromise and maintain persistent access to U.S. critical infrastructure (AA24-038A) CISA and partners Feb. 7, 2024
LELWD publicizes case study on foreign hackers targeting U.S. utilities Littleton Electric Light & Water Departments Mar. 14, 2025
Sophisticated but low-tech power grid attack baffles authorities Los Angeles Times Feb. 11, 2014
Metcalf incident presentation, CPUC meeting California Public Utilities Commission (hosted copy) Feb. 27, 2014
Duke Energy completes restoration to all customers in Moore County and surrounding counties Duke Energy Dec. 8, 2022
1,200 MW Fault Induced Solar Photovoltaic Resource Interruption Disturbance Report (Blue Cut fire) NERC Jun. 2017
Odessa Disturbance (May 9, 2021) NERC Sept. 2021
2022 Odessa Disturbance NERC Dec. 2022
2025 Frequency Response Annual Analysis NERC 2025
FCR dimensioning (SOGL Art. 153.2), Synchronous Area Continental Europe ENTSO-E Apr. 2019
Expert report rules out cyber-attack for Spain and Portugal April blackout The Guardian Jun. 17, 2025
Final Report on the Grid Incident in Spain and Portugal on 28 April 2025 ENTSO-E 2026
SB 2116 (87R), Lone Star Infrastructure Protection Act Texas Legislature 2021
SB 2368 (89R), bill analysis Texas Legislature 2025
SB 1178 (2026) Florida Senate 2026
HB 905 (2026), Foreign Influence (Ch. 2026-66) Florida Senate 2026
The U.S. electric grid: a possible target? (Napolitan News Service/RMG Research poll) Napolitan News Service May 2025
Majority of voters believe foreign government or terrorist will attack power grid (Napolitan News/RMG poll) Just The News May 13, 2025
UN Comtrade database (public API), U.S. imports HS 850423 and 850760 United Nations accessed Oct. 8, 2026
US is looking to ban Chinese inverters on Green Energy Energy News Beat Jul. 3, 2026
The US Grid Transformers are a Critical Junction and Is A National Security Risk Energy News Beat Apr. 11, 2026
US Grid Equipment Shortage Deepens Impacting Repairs and New Installations Energy News Beat Jun. 16, 2026
Food Safety During Power Outage FoodSafety.gov (HHS/USDA) reviewed Aug. 8, 2024

 

Appendix B. Key figures

Item Figure Source
Chinese-HQ C&I/utility inverters delivered in U.S., 10 yrs >70 GW of >200 GWac total; >90% of all imported Wood Mackenzie
Chinese vendors’ U.S. inverter market share Nearly 50% (2024 and 2025) Wood Mackenzie
Chinese share, U.S. utility and C&I inverters About 60%; residential: SolarEdge, Enphase, Tesla ~80% Canary Media
China share of U.S. inverter imports, 2024 Nearly 24% (USCC, second-hand; original not located) Washington Examiner
Strider: sites with risky PRC equipment ≥5,400 MW, 66 sites, 22 states; 51 Sungrow, 10 BYD, 4 CHINT, 1 CATL Strider
Strider: shipment records tied to PRC makers 30,253 of 64,566 (2015–2024); 2.68B kg of PRC inverters imported since 2015 Strider
Strider utility survey 86% rely on ≥1 risky PRC supplier; sample ≈12% of U.S. capacity Strider
U.S. imports of transformers >10 MVA (HS 850423) $0.97B (2019) → $4.15B (2025); 1,206 → 5,021 units UN Comtrade; ENB calc.
China share of HS 850423 import value 0.8%–4.5% (2019–25); 2025: 2.2% ($90.5M, 147 units) UN Comtrade; ENB calc.
Top 2025 sources, HS 850423 Mexico 19.4%, South Korea 18.0%, Brazil 12.8%, Austria 10.4% UN Comtrade
LPTs imported, 2019 617 of 754 (82%); 137 domestic (18%) DOE 2024
China share, U.S. lithium-ion imports (HS 850760) 69.0% of $23.85B (2024); 59.3% of $20.08B (2025) UN Comtrade
Grid design losses (RLPC), 2026 Texas 2,805 MW; West 2,918 MW; East 3,875 MW NERC FRAA 2025
Continental Europe reference incident 3,000 MW ENTSO-E
DNV thresholds 3 GW “significant implications”; >10 GW “most likely trigger a cascading outage” SolarPower Europe/DNV
Europe inverter shipments 2015–23 350 GWac total; Chinese brands 226 GW (~64%, ENB sum); 7 firms >10 GW at 70% remote access SolarPower Europe/DNV
Europe solar linked to Chinese inverters >200 GW (ESMC) Reuters via Yahoo
Inverter-caused events Blue Cut 2016 ~1,200 MW; Odessa 2021 1,112 MW solar; Odessa 2022 2,555 MW total NERC; NERC; NERC
Lead times ~50 wk (2021) → 120 wk (2024); 80–210 wk range; Q2 2025: 128 wk power, 143 wk GSU; DOE: 36 months common, up to 60 NIAC; Wood Mackenzie; DOE 2024
Prices Power transformers +77% since 2019; GSU +45%; distribution +78–95%; up to $10M per LPT Wood Mackenzie; GAO
GE Vernova electrification backlog $40.6B, +69% y/y (2Q26, incl. Prolec GE) GE Vernova
Public opinion 79% say attack likely; 49% expect weeks (28%) or months (21%) to restore (n=1,000 RV, ±3.1 pts; May 7–8, 2025) Napolitan News; Just The News

 

Appendix C. Timeline of U.S. actions, 2019–2026

Date Event Source
2019-08 Chinese-built (JSHP) transformer reaches Houston; diverted to Sandia instead of WAPA Ault substation WSJ; Vice
2020-05-01 EO 13920 declares grid supply-chain emergency Federal Register
2020-12-17 DOE Prohibition Order (PRC gear, utilities serving defense sites; effective Jan. 16, 2021) 86 FR 533
2021-01-20 EO 13990 suspends EO 13920 for 90 days EO 13990
2021-04-20 DOE revokes Prohibition Order; opens RFI; emergency lapses May 1 Revocation; RFI
2021-06-08 100-day supply chain review (batteries, other inputs) White House
2022-06-06 Defense Production Act invoked for transformers and grid components DOE
2023-12-22 FY2024 NDAA Sec. 154: DoD ban on six Chinese battery makers from Oct. 2027 Arnold & Porter
2024-02-07 CISA Volt Typhoon advisory (AA24-038A) CISA
2024-02-09 Duke Energy to decommission CATL batteries at Camp Lejeune House Select Cmte.
2025-05-14 Reuters: undocumented radios found in some Chinese inverters and batteries Reuters
2025-09-01 Texas SB 2368 takes effect Texas SB 2368
2025-11-17 50+ House Republicans urge block on Chinese inverters pv magazine USA
2025-12-18 FY2026 NDAA Sec. 847: DoD may not buy FEOC solar cells, modules or inverters GovInfo; Baker McKenzie
2026-07-28 FCC adds foreign-produced power inverters to Covered List (new models) FCC
2026-08-20 FCC narrows inverter listing (DA 26-870) FCC DA 26-870; Troutman
2026-08-26 EO 14421 declares new bulk-power-system emergency White House; FR
2026-10-09 DOE RFI comments due on EO 14421 Federal Register
2026-12-24 EO 14421 rules due (120 days) Federal Register

 

Other items: Huawei stopped direct U.S. inverter orders in June 2019 (PV Tech). Sens. Rick Scott and Marsha Blackburn sought an investigation in June 2025 (Sen. Scott). Last summer the National Energy Dominance Council asked Commerce to draft an inverter ban, which stalled (Reuters via AOL). FY2025 NDAA Sec. 883 requires a DoD battery strategy (CRS). S. 450 (introduced Feb. 2025) would bar DHS from buying batteries from six Chinese firms; ENB did not confirm enactment.

Appendix D. Fact-check: EO 13920, the WAPA Ault transformer and “30-plus parts”

Date What the document shows Document
Sept. 26, 2017 WAPA orders a 345/230 kV transformer from Jiangsu Huapeng (JSHP); contract $2.8M Vice; WSJ
Jun. 2019 WAPA drops JSHP installation and warranty for a $400,000 credit WSJ
Aug. 2019 Unit (>500,000 lb) lands in Houston; trucked to Sandia, not Ault. “What engineers at Sandia found still isn’t publicly known.” WSJ
Sept. 25, 2019 WAPA issues $6.1M sole-source contract (Taurean) including an Ault transformer; performance location listed as Croatia Vice
May 1, 2020 EO 13920: emergency; Energy Secretary may bar transactions; identify existing gear for possible isolation or replacement 85 FR 26595
May 29, 2020 Sources say not a seizure (WAPA is part of DOE); JSHP: “never had any cybersecurity incident” E&E News
2020 DOE FAQ: “As of today, no equipment is prohibited”; utilities asked to refrain from installing during review Norton Rose Fulbright; PolitiFact
Dec. 17, 2020 DOE Prohibition Order: PRC-linked gear at utilities serving critical defense facilities; effective Jan. 16, 2021 (published Jan. 6, 2021) 86 FR 533
Jan. 20, 2021 EO 13990 Sec. 7(c) suspends EO 13920 for 90 days EO 13990
Feb. 2021 Fact-checks rate “Biden let China into grid” posts False Newsweek; PolitiFact
Apr. 20, 2021 DOE revokes the Prohibition Order “before the emergency declaration made by E.O. 13920 expires on May 1, 2021”; RFI opened 86 FR 21308 revocation; RFI
May 1, 2021 Emergency expires; ENB found no continuation notice DOE
Dec. 13, 2023 WAPA document: an Ault KV1A transformer re-energized after an oil spill (does not identify the maker) WAPA
Aug. 26, 2026 EO 14421 revives the approach; Norton Rose: Biden “never ultimately reinstated” the 2020 order EO 14421; Norton Rose Fulbright

 

Verdict. The user-recalled claim does not hold up as stated. Documented: one Chinese-built transformer diverted before it was installed. Not found: any list of 30-plus parts removed, any removal of installed Chinese equipment under EO 13920, or any reinstallation after 2021. What Biden did was suspend EO 13920, revoke the one DOE order (which had been in force about three months and had no record of enforcement), and open a new review. The likely source of “30” is DOE’s 2014 line that “more than 30 power transformer manufacturers existed in China” (DOE 2014). Coincidentally, Comtrade records 34 Chinese-origin transformers above 10 MVA imported in 2019; that is an import count, not a removal count. A 2021 public comment asserting a Chinese transformer operates at Ault (Bardin) could not be verified.

Appendix E. Incidents and vulnerability disclosures

Date Finding Source
Nov. 2024 Deye/Sol-Ark inverters in U.S. disabled by remote authorization pop-up; Deye: “a few” gray-market units, no human intervention; Sol-Ark offered discounted replacements heise; Solarboi
Nov. 2024 Inverters “from China” disabled; Reuters could not determine how many (three sources) Reuters via Yahoo
Mar. 27, 2025 Forescout SUN:DOWN: 46 new vulnerabilities in Sungrow, Growatt, SMA (patched); 80% of 93 prior disclosures high/critical Forescout
May 14, 2025 Undocumented comms devices incl. cellular radios in some Chinese inverters and batteries (two unnamed sources); no makers or counts named Reuters; Utility Dive
Before Apr. 2025 Bitdefender vulnerabilities in the Solarman platform, which DNV says reaches about 200 GW SolarPower Europe/DNV
Dec. 2023–Feb. 2024 Duke disconnects, then agrees to decommission, CATL batteries at Camp Lejeune House Select Cmte.
Jan. 2025 Germany BSI: “substantial risk potential” Clean Energy Wire
Jul. 2025 Netherlands: hidden hardware “highly unlikely” and “easily detectable” pv magazine
Sept. 2025 Czech NÚKIB warning; 95–99% of small-PV inverters there are Chinese NÚKIB; pv magazine
Jul. 27, 2026 U.S. national security determination on power inverters Determination

 

Appendix F. Restoration and spares

Item Detail Source
STEP (EEI, 2006) >50 members; $10,000 enrollment; triggered only by presidentially declared terrorist attack or emergency; “never been utilized” DOE 2024
RESTORE Buyer pays replacement cost DOE 2024
Grid Assurance AEP, FirstEnergy, Berkshire; 31 subscribers in 23 states; “has not yet actually provided a replacement LPT” DOE 2024
Federal reserve GAO found a federal LPT reserve faces challenges; recommendations open GAO
Swap time with spare on site About 3–4 weeks (DOE Table 1) DOE 2024
Domestic share ~18–20% of LPT supply; NIAC goal 50% by 2029 DOE 2024; NIAC; Wood Mackenzie
Supply deficit, 2025 30% power transformers; 10% distribution Wood Mackenzie
Price history $2M–$7.5M for 75–500 MVA (2010); up to $10M (GAO); +60–80% since Jan. 2020 (WoodMac 2024) DOE 2014; GAO; Wood Mackenzie
Critical substations FERC study: nine of ~55,000 substations could cause nationwide blackout (WSJ, 2014) IEEE Spectrum

 

Appendix G. Precedent attacks

Date Target Type Impact Source
2013-04-16 Metcalf substation, Calif. Physical (rifle fire) 17 transformers damaged; no major blackout; about a month to repair; $15.4M per CPUC staff deck LA Times; CPUC
2015-12-23 Ukraine, three distribution companies Cyber (Russia-attributed) about 225,000 customers lost power; hours CISA
2016-12-17 Ukraine, Kyiv transmission substation (Industroyer) Cyber (Sandworm) about an hour; “a fifth” of Kyiv’s power use per Wired Wired
2022-12-03 Moore County, N.C., two substations Physical (gunfire) about 45,000 Duke customers; restored by Dec. 7 Duke Energy
2023-2024 Littleton, Mass. (LELWD), Volt Typhoon Cyber pre-positioning (China) FBI alert Nov. 2023; no customer data compromised; no outage LELWD; CISA

 

Not a cyberattack: the April 28, 2025 Iberian blackout (15 GW, about 60% of demand, lost in seconds) was ruled not to be a cyberattack (Guardian; ENTSO-E).

Appendix H. Data gaps, conflicting figures and items that did not check out

  • No measured “remotely controllable” figure exists for the U.S. or Europe. ENB’s range (zero proven to tens of GW in theory) brackets Strider’s 5.4 GW floor and WoodMac’s >70 GW exposure.
  • Hidden radios: Reuters’ two sources; no makers, models or counts; no U.S. government confirmation found.
  • Sandia findings: never released. Claims of discovered transformer back doors (Weiss/CBN; ENB, April 2026) are unsupported in public records.
  • “30-plus parts removed” and “Biden put them back”: no documentary support found (Appendix D).
  • Strider 86% vs. ENB’s earlier “85%”: corrected; survey covers ~12% of capacity.
  • USCC “nearly 24%” of U.S. inverter imports (2024): second-hand via the Washington Examiner; original not located.
  • Executive order number: ESS News called the August order “EO 14420”; the Federal Register lists EO 14421.
  • DNV Figure 14 bars sum to 351 GW vs. 350 GW stated (rounding). Europe installed base: 337 GW (DNV) vs. 338 GW (SolarPower Europe via Reuters).
  • Customs data record country of origin, not ownership; Chinese-brand inverters made in Southeast Asia and Chinese-owned transformer plants abroad are not counted as China. HS 850760 covers all lithium-ion batteries, not only grid storage. HS 850440 (static converters, incl. inverters) is too broad to use.
  • SCADA/control systems: no public count of Chinese-made units in U.S. utilities.
  • Florida: SB 1178 died; whether enacted HB 905 (Ch. 2026-66) covers grid remote access is unverified.
  • CATT Act (H.R. 10453): introduction date unclear in the source.
  • Lithuania: transition date for existing sites (reported as May 31, 2026) not confirmed in a primary source.
  • Not used: an anonymous lead-time index citing 50–58 months for one maker; a MITRE-Harris poll figure ENB could not open; reports of Enphase stock gains in June 2026.
  • Wired phrasing on Industroyer’s scale (“a fifth” of Kyiv’s power capacity) is a press description, not a utility figure.

 

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