Financial Services Power & Renewables

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

New approval requirements for engineering, training and remote support could add uncertainty to active U.S. power projects

byJon Haubert

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™.

You must be an Enverus Intelligence® Research subscriber to access this report.

Full copies of EIR research reports cannot be distributed to members of the media. Journalists interested in learning more about this analysis are encouraged to use our Request Media Interview button to schedule a time to meet with one of our expert analysts, who can provide context, insight, and deeper discussion of the findings.

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.

Picture of Jon Haubert

Jon Haubert

Jon Haubert is the communications director at Enverus. Members of the media should use our Request Media Interview option on the Enverus Newsroom page to schedule an interview with one of our expert analysts.

Related News

Oil sands M&A returns with Cenovus’ Athabasca purchase
Newsroom
Analyst Takes, Financial Services+1
  • Operators
ByMichael Berger

Cenovus Energy's acquisition of Athabasca Oil marks a major oil sands M&A transaction. Analysis from Enverus Intelligence® Research highlights rising asset valuations, limited acquisition targets and the growing premium placed on long-life Canadian oil sands resource.

Barnett-Woodford holds largest undeveloped oil resource in the Midland Basin
Newsroom
Financial Services, Operators
ByJon Haubert

Enverus Intelligence® Research identifies the Midland Barnett-Woodford as the Lower 48’s largest oil-directed expansion opportunity, with more than 6,400 locations and approximately 3 Bbbl of undeveloped recoverable oil resource.

Montney liquids scarcity grows as Canadian natural gas supply expands
Newsroom
Financial Services, Operators
ByJon Haubert

Enverus Intelligence® Research estimates high-liquids regions hold about 30 years of inventory versus roughly 90 years in lean-gas areas as associated supply adds pressure to AECO.

Appalachia Ample resource beyond depleting cores
Newsroom
Financial Services, Operators
ByJon Haubert

Enverus Intelligence® Research examines how maturing Marcellus and Utica core inventory is being offset by adjacent fairways, new delineation and deeper resource across Appalachia.

U.S. gas supply growth could outpace LNG demand through 2027
Newsroom
Financial Services, Operators
ByJon Haubert

Enverus Intelligence® Research lowers its 2027 Henry Hub forecast to $3.25/MMBtu as accelerating Haynesville production and Permian gas expansion outpace near-term LNG demand growth.

Aging U.S. shale elevates Canada’s role in North American energy supply
Newsroom
Financial Services, Operators
ByJon Haubert

Enverus Intelligence® Research finds U.S. oil production is likely to peak in the early 2030s as low-cost inventory tightens, increasing the importance of Canada’s deeper resource base to North American supply.

Argentina’s Vaca Muerta Growth engine built for the next decade
Newsroom
Financial Services, Oilfield Services+1
  • Operators
ByJon Haubert

Enverus Intelligence® Research finds Vaca Muerta has more than a decade of oil and gas development potential, supported by deep low-cost inventory and resilient well productivity.

Who the FERC is ready Grading grid readiness for large loads
Newsroom
Financial Services, Power & Renewables
ByJon Haubert

Enverus Intelligence® Research evaluates U.S. grid readiness for large data center loads, finding SPP ahead on regulatory certainty while major PJM and MISO project pipelines remain exposed to timing and cost risks.

Behind-the-meter generation forecast Skipping the queue
Newsroom
Financial Services, Power & Renewables
ByJon Haubert

Enverus Intelligence® Research forecasts 25.5 GW of U.S. industrial demand will rely on behind-the-meter generation through 2030, with data centers driving 88% of demand and speed-to-power shaping technology choices.

Find Out How Enverus Can Help Your Business
Subscribe to the Energy Blog

A weekly update on the latest “no-fluff” insight and analysis of the energy industry.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Get Started

Sign up for our Blog

Ready to Subscribe?

Ready to Get Started?