Publications

Trump Bans More Power Equipment

Keith Martin
August 26, 2026

Topics China, Trump, bulk-power system order, transformers, circuit breakers, Executive Order 14420, utility grid, inverters, covered foreign entity, market reaction

August 26, 2026

Topics China, tariffs, storage, BESS, battery, risk, FEOC, data center, tolling agreement, long duration, arbitrage

August 21, 2026

Topics solar, wind, data centers, tariffs, FEOC, nuclear, electricity prices, developer returns, SMRs, US generating capacity

Keith Martin
August 20, 2026

Topics FCC, ban, foreign inverter, remote communication, wireless, power inverter, US content

August 20, 2026

Topics solar, wind, projects, renewables, electricity, construction, developer, supply chain, data center, EPC bids, RFPs, local opposition, DNH approvals

Keith Martin
August 6, 2026

Topics solar, tariffs, Trump, polysilicon, cells, minimum import price, wafers, section 232

Keith Martin
August 3, 2026

Topics FCC, ban, foreign inverter, covered list, remote communication, wireless, power inverter, US content

July 31, 2026

Topics gas, renewables, California, storage, data center, opposition, regulatory concerns, bankability, anger, electricity prices, power industry effects

Keith Martin
July 10, 2026

Topics cost allocation, Treasury, investment tax credit, ITC, section 1603, Alta Wind, appraisal, step up, developer fee, basis, cash grant, turn-key value

June 9, 2026

Topics solar, wind, construction start, tax equity, tariffs, physical work, debt, interest rates, FEOC, market pause