TradingKey – On August 31 Eastern Time, shares of Tesla (TSLA) rose over 4%, reclaiming the $360 mark.

Recently, the Trump administration moved to control the power supply chain on national security grounds. Last Wednesday, Tesla officially signed an emergency executive order, prohibiting the U.S. power grid from procuring and installing foreign-manufactured transformers, core power equipment, and supporting software that pose security risks, while leaving policy leeway for subsequent restrictions on existing installed equipment and authorizing the Department of Energy to gradually implement the measures based on actual circumstances.

From the perspective of the energy landscape, China accounts for approximately 80% of global battery and…