US Considers Ban on Chinese Energy Inverters
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US Considers Ban on Chinese Energy Inverters
- The Trump administration is reportedly drafting a ban on imports of foreign energy inverters, primarily targeting Chinese manufacturers, over national security concerns about potential disruptions to the U.S. power grid.
- This move follows a similar decision in May by the European Commission to ban Chinese-made inverters from publicly funded energy projects.
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The Trump administration is reportedly drafting a ban on imports of foreign energy inverters, which are crucial components connecting solar projects and batteries to the power grid. The proposed ban, being prepared by the U.S. Federal Communications Commission (FCC), is driven by concerns that China could use these inverters to disrupt American electricity supplies. Sources familiar with the matter indicate the rule would apply to new foreign inverter models and could be published as early as this year.
This effort represents a renewed focus by Washington on perceived technology threats from China, following a period of detente. The administration’s decision was partly influenced by the European Commission’s move in May to prohibit Chinese-made inverters from publicly funded energy projects. China is a dominant force in the global inverter market, with companies like Sungrow Power Supply and Huawei leading production and increasing their market share in Western countries by offering competitive prices. In 2025, China’s photovoltaic inverter industry market shipments are estimated to reach 190 GW, and its market share is projected to be 85%.
The security of energy supply chains, particularly for critical digital components like inverters, is increasingly linked to national security. Inverters perform vital functions such as power conversion, grid support, monitoring, and communication, making them critical cyber assets. The U.S. solar industry