ED · 10-Q · 2026Q3 · Full report

Bulk-Power Equipment Restrictions

CONSOLIDATED EDISON INC · 2026-11-05 · Importance 34 · Surprise 42

In August 2026, the U.S. president issued an executive order declaring a national emergency to secure the U.S. bulk-power system. It authorizes the Department of Energy to review, prohibit, or condition certain transactions involving foreign-produced bulk-power electric equipment deemed to present national-security risks. Implementing regulations and other federal actions affecting procurement remain pending, and CECONY and O&R are evaluating the order but cannot yet predict its impact.

Key facts

• In August 2026, a federal executive order authorized DOE review, prohibition, or conditions on certain transactions involving foreign-produced bulk-power system equipment deemed to present national security risks. source
• The DOE’s implementing regulations and other federal actions affecting bulk-power equipment procurement remained pending; CECONY and O&R were evaluating the order and could not predict its impact. source