Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid components
Power Electronics
$AEIS - power control electronics
$VICR - power delivery
Capacitor Banks
$VSH - power capacitors and capacitor banks
Substations & High-Voltage Circuit Breakers
$POWL - substations/switchgear
$AZZ - substations
Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers
Electrical Core Steel
$CLF - Only producer of electrical steel in America?
This included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing.
Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others.
There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
