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Presidential Determination on Grid Infrastructure, Defense Production Act

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Summary

President Trump issued Presidential Determination No. 2026-10 on April 20, 2026, invoking Section 303 of the Defense Production Act of 1950 to designate grid infrastructure—including transformers, transmission lines, substations, circuit breakers, power electronics, and related manufacturing equipment—as industrial resources and critical technology items essential to national defense. The determination references Executive Order 14156 (Declaring a National Energy Emergency) and finds that America's aging and constrained electric grid, coupled with overreliance on imported equipment and long production lead times, poses a vulnerability in the event of war, disaster, or economic disruption.

Why this matters

Manufacturers of transformers, high-voltage transmission components, power electronics, and related grid equipment should monitor for subsequent Department of Energy implementation actions—the Section 303 designation creates legal authority for priority ratings and federal incentives that could reshape procurement and investment decisions in these supply chains. Energy companies with grid infrastructure exposure may also face new reporting expectations as the administration seeks to reduce import reliance.

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GovPing monitors FR: Executive Office of the President for new government & legislation regulatory changes. Every update since tracking began is archived, classified, and available as free RSS or email alerts — 38 changes logged to date.

What changed

The President has made a formal determination under Section 303 of the Defense Production Act that grid infrastructure and its upstream supply chains constitute industrial resources and critical technology items essential to national defense. This designation authorizes the federal government to take actions to ensure the availability of domestic production capacity for these items, potentially including priority ratings,Loans, loan guarantees, or purchase commitments to incentivize domestic manufacturing. Affected parties in the energy sector—including manufacturers of transformers, transmission equipment, power electronics, and grid components—may face increased regulatory attention and potentially benefit from federal support programs designed to strengthen domestic supply chains. Companies operating in these supply chains should monitor for subsequent implementation orders from the Department of Energy.

Archived snapshot

Apr 23, 2026

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Presidential Document

Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity

A Presidential Document by the Executive Office of the President on 04/23/2026

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  • Document Details Published Content - Document Details Agency Executive Office of the President Document Citation 91 FR 21931 Document Number 2026-08013 Document Type Presidential Document Presidential Document Type Determination Pages 21931-21932
    (2 pages) Publication Date 04/23/2026 Published Content - Document Details

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  • Document Details Published Content - Document Details Agency Executive Office of the President Document Citation 91 FR 21931 Document Number 2026-08013 Document Type Presidential Document Presidential Document Type Determination Pages 21931-21932
    (2 pages) Publication Date 04/23/2026 Published Content - Document Details

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Published Document: 2026-08013 (91 FR 21931) This document has been published in the Federal Register. Use the PDF linked in the document sidebar for the official electronic format.

( printed page 21931) Presidential Determination No. 2026-10 of April 20, 2026

Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity

Memorandum for the Secretary of Energy

On January 20, 2025, I issued Executive Order 14156 (Declaring a National Energy Emergency), under the National Emergencies Act. That order found that America's inadequate energy production, transportation, and infrastructure constitute an unusual and extraordinary threat to the Nation's economy, national security, and foreign policy. It further recognized that foreign adversaries have exploited these vulnerabilities, and that an affordable and reliable domestic supply of energy, including the infrastructure needed to generate, transmit, and deliver it, is essential to ensuring United States defense readiness, economic strength, and energy independence.

Consistent with that declaration, I find that America's aging and constrained electric grid infrastructure poses an increasing threat to national defense. The Nation's capacity to design, produce, and deploy large-scale grid infrastructure, including transformers, high-voltage transmission components, advanced conductors, power electronics, substations, and grid-supporting manufacturing equipment, is dangerously limited. These supply chains face significant risks due to foreign competition, long production lead times, and an overreliance on imported equipment. As a result, the United States remains vulnerable in the event of war, disaster, or economic disruption.

Therefore, by the authority vested in me as President by the Constitution and the laws of the United States of America, including section 303 of the Defense Production Act of 1950, as amended (the “Act”) (50 U.S.C. 4533), I hereby determine, pursuant to section 303(a)(5) of the Act, that:

(1) grid infrastructure and its associated upstream supply chains, including transformers, transmission lines and conductors, substations, high-voltage circuit breakers, power control electronics, protective relay systems, capacitor banks, electrical core steel, and related raw materials and manufacturing tools, are industrial resources, materials, or critical technology items essential to the national defense;

(2) without Presidential action under section 303 of the Act, United States industry cannot reasonably be expected to provide these capabilities for the needed industrial resource, material, or critical technology items in a timely manner due to limited domestic production capacity, extended procurement timelines, foreign supply dependence, and insufficient capital investment; and

(3) purchases, purchase commitments, financial support for the development of production capabilities, or other action pursuant to section 303 of the Act are the most cost-effective, expedient, and practical alternative methods for meeting this need.

I have declared a national emergency under Executive Order 14156, and I further determine that action to expand the domestic capability to develop, manufacture, and deploy grid infrastructure and supporting industrial supply chains is necessary to avert an industrial resource or critical technology item shortfall that would severely impair national defense capability. Therefore, pursuant to section 303(a)(7) of the Act, I waive the requirements ( printed page 21932) of section 303(a)(1)-(a)(6) of the Act for the purpose of expanding such capability.

You are authorized and directed to implement this determination, including making necessary purchases, commitments, and financial instruments to enable these projects, and to publish this determination in the Federal Register.

THE WHITE HOUSE,

Washington, April 20, 2026

[FR Doc. 2026-08013

Filed 4-22-26; 11:15 am]

Billing code 6450-01-P

Published Document: 2026-08013 (91 FR 21931)

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Classification

Agency
Executive Office of the President
Published
April 23rd, 2026
Instrument
Rule
Branch
Executive
Legal weight
Binding
Stage
Final
Change scope
Substantive
Document ID
91 FR 21931

Who this affects

Applies to
Energy companies Manufacturers Government agencies
Industry sector
2210 Electric Utilities
Activity scope
Defense production Grid infrastructure Supply chain designation
Geographic scope
United States US

Taxonomy

Primary area
Defense & National Security
Operational domain
Compliance
Topics
Energy Industrial Policy

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