Trump's Grid Emergency Order Bans the Two Technologies Actually Fixing the Grid

Hardpoints · Sep 10, 2026 · 50m

Nine days before this recording, the White House declared a national emergency over the American power grid—not about blackouts, but about who built the equipment. Mike and Neal dig into the executive order banning foreign-made grid hardware, and the twist that makes it interesting: the two technologies growing fastest on the grid right now, utility-scale batteries and inverters, sit squarely in the supply chain the order restricts. Neal, who's building Airloom around exactly this kind of supply chain risk, makes the case that this order is a real improvement over its failed 2020 predecessor…