China’s Order No. 837 adds project-delay risk to U.S. power supply chains

CALGARY, Alberta (Sep. 2, 2026) - Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the leading energy data analytics platform, is releasing a report that finds China's new outbound investment framework could add a new source of project-delay risk for U.S. power developers that rely on Chinese-linked engineering, training, remote technical guidance and other ongoing support.

While existing U.S. measures remain the primary barriers to Chinese participation in the power supply chain, Order No. 837 adds potential approval requirements to certain ongoing service relationships, making recurring technical support more exposed than equipment purchases.

Battery storage and solar inverters face the greatest incremental exposure, according to EIR, because active Chinese-linked service relationships remain in place. Existing U.S. measures, including Prohibited Foreign Entity restrictions, Section 301 tariffs and Uyghur Forced Labor Prevention Act enforcement, remain the primary structural barriers to Chinese participation.

For U.S. developers, the added risk is potential disruption or delay to existing supplier relationships as companies assess how to comply with requirements on cross-border technical support.

"Order No. 837 does not fundamentally change the barriers already limiting Chinese participation in the U.S. power supply chain, but it introduces another point of uncertainty for projects that depend on ongoing technical support. The practical risk is that engineering, training and other recurring services could face approval requirements that create delays or disrupt existing operating arrangements," said Heather Leahey, principal analyst at EIR.

Key takeaways:

• China's Order No. 837 took effect July 1 and establishes a dedicated outbound investment framework covering Chinese entities investing abroad or transferring technologies to foreign recipients.
• The regulation focuses on continuing knowledge, personnel and data flows, including certain engineering, training and remote technical-support relationships.
• Battery storage and solar inverters are identified as having high incremental disruption risk under Order No. 837.
• Existing U.S. policy remains the more durable structural barrier to Chinese participation, while Order No. 837 adds potential Chinese-side approval risk to certain service relationships.

EIR's analysis pulls from a variety of products including Enverus ONE™.

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About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.