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U.S. bulk-power equipment ban set to worsen critical transformer shortage
The executive order restricting foreign-made bulk-power equipment is expected to hit a market that has seen over $22 billion in imports since 2025. Analysis from Wood Mackenzie suggests restrictions on Chinese-built units will further strain a supply chain where power transformers and substations are already facing estimated shortages of 15% and 8%, respectively.
Sep 02, 2026
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U.S. ITC issues limited exclusion order against Voltage in Shoals patent dispute
The U.S. International Trade Commission has determined that certain imported Voltage products infringed on Shoals patents. However, the commission also ruled that some alternative designs did not infringe, leading to claims of victory from both companies.
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