Category: Microgrid

White House Declares National Emergency to Secure the U.S. Bulk-Power System – Will We See If Chinese Grid Equipment Is Removed?

Clark Savage141

President Trump signs Executive Order 14420, targeting foreign-made grid equipment, software, and remote-access gear as electricity demand from AI, manufacturing, and defense rises. President Donald J. Trump signed Executive Order 14420 on August 26, 2026, declaring a national emergency to secure the United States bulk-power system. The order invokes the International Emergency Economic Powers Act […]

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Over 367GW Grid Requirements in Texas ERCOT by 2032: Navigating the AI Data Center Boom for Investors and Consumers

Clark Savage349

Texas is at the epicenter of America’s AI revolution, and the numbers are staggering. The Electric Reliability Council of Texas (ERCOT) has released a preliminary Long-Term Load Forecast projecting peak electricity demand could hit approximately 367,790 MW (367.8 GW) by 2032—more than four times the current all-time record of 85,508 MW set in August 2023. […]

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The US Grid Transformers are a Critical Junction and Is A National Security Risk

Clark Savage254

The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]

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