America’s Clean Energy Transition Comes with Hidden Risks
As the United States transitions to renewable energy, it has become deeply dependent on inverter-based resources—technologies that convert and stabilize power from solar and battery systems.
But most of these devices are manufactured by companies in the People’s Republic of China (PRC). These networked, software-driven systems can communicate across the grid and, if compromised, could enable remote interference or disruption.
This report reveals the scale of PRC-made inverter integration across the U.S. grid, the risks it poses to national security, and the urgent need for a coordinated response across government and industry.
Uncover how PRC-made inverters became embedded in U.S. solar and storage infrastructure since 2015.
See how PRC-linked manufacturers—many tied to China’s military and defense ecosystem—supply critical grid components.
Understand what steps policymakers and utilities must take to secure the U.S. grid and protect the clean energy transition.
Since 2015, the PRC has exported approximately 2.68 billion kilograms of inverters and related equipment into the United States—dominating the market for renewable energy hardware.
Eighty-six percent of utilities surveyed rely on at least one risky PRC supplier, including companies such as Huawei, BYD, and Sungrow.
Strider identified solar sites in 22 U.S. states using risky PRC equipment with a combined capacity of 5,400 megawatts—enough to power more than one million homes for a year.