Adjusting Imports of Wind Turbines and Their Parts and Components Into the United States

Energy & Environment Defense & Security Trade Economy & Labor

In simple terms

This proclamation finds that imports of wind turbines and their parts threaten U.S. national security due to grid reliability concerns, cybersecurity vulnerabilities in foreign-made inverters, radar interference risks, and dependence on foreign components. It directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to address these threats, with a progress update due within 180 days, while preserving existing steel, aluminum, and copper tariffs that already apply to certain wind turbine components.

Federal Register Open PDF 91 FR 68001

Record & deadlines

Oct 22, 2026Signed
Signed by the President
Oct 28, 2026FR published
Published in the Federal Register · 91 FR 68001
Federal Register PDF
Apr 20, 2027
Update on negotiation progress due to President

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

Steel & aluminum Oil & gas Technology & software

Mechanisms

TariffLicensing

Role pressure

ProtectiveDomestic producer — Existing steel/aluminum/copper tariffs preserved; potential for additional wind-specific tariffs to benefit domestic component manufacturing
AdverseImporter — Negotiation pressure with tariff backstop; foreign wind turbines and components face potential new section 232 tariffs if agreements not reached within 180 days
MixedDownstream manufacturer — Domestic wind turbine assemblers may benefit from reshoring pressure but face higher input costs from tariffs on steel/aluminum/copper components
AdverseProject developer — Wind energy projects face policy headwinds, potential cost increases from tariffs, and regulatory uncertainty from national security framing
AdverseEquipment supplier — Foreign inverter and component suppliers face explicit cybersecurity scrutiny and potential market access restrictions

Geographies

US CN EU OTHER

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

AAAlcoaGOOGLAlphabetAAPLAppleCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE VernovaQQQInvesco QQQ TrustMETAMeta PlatformsMSFTMicrosoftNUENucorNVDANVIDIAORCLOracleSHELShellSLBSLBSPYSPDR S&P 500 ETFTSLATeslaXUnited States Steel

Confidence: medium · Policy alerts

Key directives

Secretary and USTR shall jointly pursue negotiations with foreign trading partners
Secretary and USTR shall provide update on negotiations within 180 days
Secretary shall continue monitoring imports and review national security status periodically
Secretary shall inform President of circumstances indicating need for further action

Who is ordered

Prior policy

otherProclamation 9704 (aluminum tariffs)
otherProclamation 9705 (steel tariffs)
otherProclamation 10962 (copper tariffs)

What to expect

Immediate

Negotiation directive takes effect
Existing steel/aluminum/copper tariffs continue to apply to covered wind components

Near term (90d)

—

Long term

180-day negotiation progress update due
Potential for future tariffs or other remedies if negotiations fail or prove ineffective

Risks & tensions

Document frames wind energy as inherently unreliable compared to fossil/nuclear, reflecting policy bias rather than neutral analysis
Cybersecurity claims about foreign inverters lack specific attribution or evidence in text
Radar interference claims conflate civilian and military concerns without distinguishing mitigation feasibility
180-day deadline creates negotiation pressure; failure to reach agreement opens path to unilateral tariffs under section 232(c)(3)(A)(i)
Supersession clause (section 5) is standard but creates legal uncertainty for any overlapping prior proclamations