← Back to Insights
28 August 2026
Will Jacques
Vice President, Finance & Investment @ Sourcechange

Renewables Round Up: washington narrows what you're allowed to build with

The Trump administration signed an executive order banning foreign-made bulk-power equipment, including transformers, inverters and batteries, from the US grid, citing security risk, a move that also drew a fresh NRDC warning that policy could strip 390-540 GW of planned capacity from the pipeline over the next decade.

The Trump administration signed an executive order banning foreign-made bulk-power equipment, including transformers, inverters and batteries, from the US grid, citing security risk, a move that also drew a fresh NRDC warning that policy could strip 390-540 GW of planned capacity from the pipeline over the next decade.

The US Army named five companies, Antares, BWXT, General Atomics, Radiant and Westinghouse Electric Company, to deploy microreactors at domestic bases under a program worth up to $2.2 billion, while Commonwealth Fusion Systems raised another $1 billion toward its demonstration reactor.

BloombergNEF logged the US as the world's second-largest clean energy investment market in H1 2026, up 54% year-on-year, even as developers race tax-credit deadlines and data-center demand keeps compounding, capital showing little concern for the surrounding policy noise.

View the original post on LinkedIn →