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Tesla veteran plans 40GW US inverter factory amid import crackdown
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Fusion42 · 20 August 2026 · Fusion42 review
Drew Baglino, ex-Tesla battery and energy chief, is launching a 40GW inverter factory in the US through his startup Heron Power to address supply gaps amid stricter import controls on inverters.
This Wire brief sits within Fusion42's coverage of Climate Tech.
◆ ◆ The Wire takeaway
You face a sudden boost in local inverter supply as import limits tighten. Heron Power’s US factory will cut your reliance on overseas parts and open access to government-backed incentives.
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1 source · 20 Aug 2026
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Climate Techclean-energymanufacturingimport-crackdownus-energyinverters