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inverters","us-considering-ban-on-chinese-inverters","article/us-considering-ban-on-chinese-inverters",{"_uid":547,"date":548,"tags":549,"editor":559,"content":569,"excerpt":730,"featured":51,"reporter":731,"component":742,"seo_title":543,"categories":743,"visibility":750,"data_vis_image":751,"featured_image":754,"seo_description":758,"formattedDate":759,"formattedArticleDate":760},"ae4ef6aa-1460-4999-9a3b-7ae0ed3dde74","2026-07-07 00:00",[550,553,556],{"slug":551,"name":552},"solar-pv","Solar PV",{"slug":554,"name":555},"sungrow","Sungrow",{"slug":557,"name":558},"usa","USA",[560],{"slug":561,"name":562,"content":563},"matthew-bird","Matthew Bird",{"job_title":564,"image":565,"bio":567,"linkedin":568},"Senior Editor - Supply Chains & Data Visualisation",{"filename":566},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":570,"content":571},"doc",[572,601,609,631,639,650,660,668,676,684,692,700,708,716,724],{"type":573,"attrs":574,"content":575},"paragraph",{"textAlign":49},[576,584,596],{"text":577,"type":578,"marks":579},"The ","text",[580],{"type":581,"attrs":582},"textStyle",{"color":583},"#000000",{"text":585,"type":578,"marks":586},"US is reportedly considering a ban",[587,594],{"type":588,"attrs":589},"link",{"href":590,"uuid":591,"anchor":49,"target":592,"linktype":593},"/publications/briefings/geo-economic-and-policy-briefings/geo-economic-and-policy-briefing-edition-6-2026","8d546491-c5d4-4601-b64d-c0c8fb94d257","_self","story",{"type":581,"attrs":595},{"color":583},{"text":597,"type":578,"marks":598}," on Chinese-made inverters, citing security risk concerns similar to those outlined by the European Commission in May.",[599],{"type":581,"attrs":600},{"color":583},{"type":573,"attrs":602,"content":603},{"textAlign":49},[604],{"text":605,"type":578,"marks":606},"Inverters are a key component of solar installations, converting the DC generated by photovoltaics into AC for the grid. As such devices interface directly with critical grid infrastructure, US officials have expressed concerns that connected Chinese hardware could pose a security threat.",[607],{"type":581,"attrs":608},{"color":583},{"type":573,"attrs":610,"content":611},{"textAlign":49},[612,617,626],{"text":613,"type":578,"marks":614},"News of the potential ban rattled markets, with investors growing wary of disruption to the overseas operations of Chinese inverter makers. Following the rumour, ",[615],{"type":581,"attrs":616},{"color":583},{"text":618,"type":578,"marks":619},"Chinese inverter producer Sungrow’s",[620,624],{"type":588,"attrs":621},{"href":622,"uuid":623,"anchor":49,"target":592,"linktype":593},"/article/the-top-energy-storage-cell-suppliers-and-system-integrators-in-2025","dd7b0985-5771-4a9e-b68e-7060e85efa48",{"type":581,"attrs":625},{"color":583},{"text":627,"type":578,"marks":628}," share price fell 19.95% in intraday trading on 1 July, close to ChiNext’s 20% limit-down threshold. Other Chinese inverter producers also saw declines.",[629],{"type":581,"attrs":630},{"color":583},{"type":573,"attrs":632,"content":633},{"textAlign":49},[634],{"text":635,"type":578,"marks":636},"If enacted, the measure would mark a shift from subsidy-based exclusion of Chinese energy storage and grid components in the US to an outright ban on grid-connected power electronics, with implications for utility-scale solar and solar-paired BESS procurement. ",[637],{"type":581,"attrs":638},{"color":583},{"type":640,"attrs":641},"blok",{"id":642,"body":643},"c10883cf-0049-4d0e-b0fd-52077f1b260f",[644],{"id":645,"_uid":646,"type":647,"component":648,"fixed_height":649,"use_fixed_height":50,"fixed_height_mobile":649,"fixed_height_tablet":649},"29606146","i-245b2ed9-1ca9-4a8c-a08b-4478dab635f4","visualisation","ContentFlourish","",{"type":651,"attrs":652,"content":654},"heading",{"level":653,"textAlign":49},2,[655],{"text":656,"type":578,"marks":657},"Where else has a ban on Chinese inverters? ",[658],{"type":581,"attrs":659},{"color":583},{"type":573,"attrs":661,"content":662},{"textAlign":49},[663],{"text":664,"type":578,"marks":665},"A draft of the proposed inverter ban could come to fruition in the US by the end of the year. In May, the European Commission banned inverters from “high risk vendors” for projects utilising bloc-backed funding from institutions such as the European Investment Bank (EIB) and the European Bank for Reconstruction and Development (EBRD).",[666],{"type":581,"attrs":667},{"color":583},{"type":573,"attrs":669,"content":670},{"textAlign":49},[671],{"text":672,"type":578,"marks":673},"Some Chinese inverter producers are planning manufacturing facilities in Europe. For example Sungrow’s Poland facility is due to open in the first half of 2027, producing “fully-wrapped” AC battery energy stationary storage (BESS) solutions and PV inverters. Whilst this would not allow it to avoid the EU ban, it would still be valuable for privately-funded merchant PV/BESS projects and for complying with local content rules from the EU Industrial Accelerator Act.",[674],{"type":581,"attrs":675},{"color":583},{"type":573,"attrs":677,"content":678},{"textAlign":49},[679],{"text":680,"type":578,"marks":681},"“The EIB supported financing for one fifth of all newly installed solar capacity and one third of new onshore wind capacity in the EU. The utility scale spot projects are likely to remove Chinese suppliers during the tender stage,” said Calvin Xu, BESS research analyst at Benchmark.",[682],{"type":581,"attrs":683},{"color":583},{"type":573,"attrs":685,"content":686},{"textAlign":49},[687],{"text":688,"type":578,"marks":689},"This latest rumour from the US is a further signal that Western governments are increasingly concerned about the perceived security risks posed by China’s dominance in key energy transition technologies.",[690],{"type":581,"attrs":691},{"color":583},{"type":651,"attrs":693,"content":694},{"level":653,"textAlign":49},[695],{"text":696,"type":578,"marks":697},"What does this mean for solar-paired BESS?",[698],{"type":581,"attrs":699},{"color":583},{"type":573,"attrs":701,"content":702},{"textAlign":49},[703],{"text":704,"type":578,"marks":705},"Foreign entity of concern provisions under the Inflation Reduction Act already limit the role of Chinese-made BESS systems in the US market. As this measure would be an outright ban rather than a tax-credit exclusion, it could have a much greater impact on Chinese imports.",[706],{"type":581,"attrs":707},{"color":583},{"type":573,"attrs":709,"content":710},{"textAlign":49},[711],{"text":712,"type":578,"marks":713},"In 2025, most US BESS installations were grid-scale, with 40% of those paired to renewables. Benchmark forecasts US grid-scale BESS installations to rise 169% by 2035.",[714],{"type":581,"attrs":715},{"color":583},{"type":573,"attrs":717,"content":718},{"textAlign":49},[719],{"text":720,"type":578,"marks":721},"“It is likely to add a premium on cost, should the rumour turn out to be true,” said Pete Tillotson, a senior BESS research analyst at Benchmark. “It reflects a growing shift in concern for grid control security among ex-China markets where possible worries about origin of product impacting electricity security.”",[722],{"type":581,"attrs":723},{"color":583},{"type":640,"attrs":725},{"id":642,"body":726},[727],{"id":728,"_uid":729,"type":647,"component":648,"fixed_height":649,"use_fixed_height":50,"fixed_height_mobile":649,"fixed_height_tablet":649},"29611849","i-8fa8d982-6f33-4250-9b9b-115659e34f69","The US is reportedly considering a ban on Chinese-made inverters, citing security risk concerns similar to those outlined by the European Commission in May.\n\nInverters are a key component of solar installations, converting the DC generated by photovoltaics into AC for the grid. As such devices interface directly with critical grid infrastructure, US officials have expressed concerns that connected Chinese hardware could pose a security threat.",[732],{"slug":733,"name":734,"content":735},"calvin-xu","Calvin Xu",{"job_title":736,"image":737,"bio":739,"linkedin":740,"markets_covered":741},"Analyst - BESS",{"filename":738},"https://a.storyblok.com/f/287943243085208/512x512/096bdfc0f7/calvin-xu.png","Calvin is a BESS Analyst focusing on China market. He works on daily research of China's BESS projects, legislation and policy analysis. He also works on the monthly and quarterly reports focusing on China market and the OEMs updates. Now he is assisting on the data centre database. Calvin holds a MSc of e-Business Management at University of Warwick. ","https://www.linkedin.com/in/zhengxu0416/","BESS","article",[744,747],{"slug":745,"name":746},"ess","ESS",{"slug":748,"name":749},"new-energy","New Energy","private",{"id":49,"alt":49,"name":649,"focus":49,"title":49,"source":49,"filename":649,"copyright":49,"fieldtype":752,"meta_data":753},"asset",{},{"id":755,"alt":649,"name":649,"focus":649,"title":649,"source":649,"filename":756,"copyright":649,"fieldtype":752,"meta_data":757,"is_external_url":50},195581738386254,"https://a.storyblok.com/f/287943243085208/4740x3164/72e766a983/solar-inverters.jpeg",{},"The US is reportedly considering a ban on Chinese-made inverters, citing security risk concerns similar to those outlined by the European Commission in May.","Jul 07, 2026","7th July 2026",[],[],1783529616232]