Research · Aug 28, 2026
US Grid Equipment Ban Puts Battery Cells at the Center
The August 26 US grid equipment order covers battery storage, placing new orders, cell sourcing and project costs under scrutiny.
CSIQ
Canadian Solar Inc.
NASDAQ · Energy · Solar · CA
$13.22
−2.29%Research · Aug 27, 2026
EO 14420 Grid Equipment Ban: Battery Cells, Not Transformers
Executive Order 14420 bans Covered Foreign Entity grid equipment. Batteries are about 84% of the covered value the US buys from China, so the constraint binds on storage cells, not transformers.